401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$139M
Total assets
222
Participants
93rd
Percentile by assets
$624,859
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$139M
total plan assets (2023 EOY)
222
covered participants
93rd
percentile by assets (of 127,072 plans)
$624,859
avg assets per participant

Where Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan reports 222 participants - about 27% of that state average ($139M EOY assets).

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.)

$100M$120M$140M$160M$180M 202220232024 $113M $170M ▲ +50.9%
Total plan assets by year, all Wake Emergency Physicians, P.a. plans on file
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 ($B) Participants Wake Emergency Physi…, Total assets ($B): 0.138718612 · Participants: 222Wake Emergency Physi…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Wake Emergency Physicians, P.a. 401(k) P…

Filing takeaways

Ways to act on Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan's numbers.