401(k) · DOL Form 5500 · 2023

Wake Emergency Physicians, P.a. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
222
Participants Below avg headcount
93rd
Percentile by assets National rank
$624,859
Avg per participant High balance/head
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Official DOL plan name: Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan · Sponsored by Wake Emergency Physicians, P.a. · North Carolina · Healthcare & Social Assistance

$139M in assets, 222 participants

Wake Emergency Physicians, P.a.'s Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan reported $139M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,631 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan covers 222 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $139M.

#16,631
in Healthcare & Social Assistance (17,684 peers)
+23.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$138,718,612 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $113M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan reported participants rose from 211 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561763695 · Wake Emergency Physicians, P.a. PY 2023 · 401(k)

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan · $139M · 222 · 93rd

  • PART $139M
  • TYPE 222
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Harmonic Inc. 401(k) Plan
  • BOY ind #16631

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Marshall Medical Center 403(b) Retirement PlanMarshall Medical Center 403(…$139MWoodmenlife 401(k) Plan$139MCore Specialty Insurance Services, Inc. 401(k) PlanCore Specialty Insurance Ser…$139MWake Emergency Physicians, P.a. 401(k) Profit Sharing PlanWake Emergency Physicians, P…$139MHarmonic Inc. 401(k) Plan$139M
End-of-year total assets ($M) among Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$139M
Net Income$26M
Employer EIN561763695
Plan Effective Date1997-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Wake Emergency Physicians, P.a.)

Sponsor-wide plan assets over time

All Wake Emergency Physicians, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$170M 50.865610424087194% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $170M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 211 $113M
2023 1 222 $139M
2024 1 231 $170M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.138718612 · Participants: 222Wake Emergency Physicians, P.a. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Harmonic Inc. 401(k) Plan in CA ($139M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan grew sharply - up 23.0% during 2023, from $113M to $139M. Reported net income was $26M.
How have Wake Emergency Physicians, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wake Emergency Physicians, P.a.'s sponsor-wide assets grew 50.9%, from $113M to $170M.
Where does Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harmonic Inc. 401(k) Plan in CA ($139M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561763695.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.