401(k) · DOL Form 5500 · 2023
Surgical Specialists of Charlo 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $264,112
- Avg per participant High balance/head
Official DOL plan name: Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · Sponsored by Surgical Specialists of Charlo · North Carolina · Professional & Technical Services
$28M in assets, 107 participants
Surgical Specialists of Charlo's Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported $28M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #16,011 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #16,011
- in Professional & Technical Services (20,321 peers)
- +17.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,259,998 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust 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. Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported participants fell from 110 in the plan year 2022 filing to 107 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561026666 · Surgical Specialists of Charlo PY 2023 · 401(k)
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · $28M · 107 · 78th
- EIN $28M
- RANK 107
- PHOTO 78th
- IND 401(k)
- EOY near Astrup Companies 401(k) Plan
- 5500 ind #16011
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 561026666 |
| Plan Effective Date | 1970-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Specialists of Charlo)
Sponsor-wide plan assets over time
All Surgical Specialists of Charlo plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.823514780883917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $24M |
| 2023 | 1 | 107 | $28M |
| 2024 | 1 | 96 | $28M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Astrup Companies 401(k) Plan in MN ($28M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Astrup Companies 401(k) Plan (MN) $28M · 391
- Mastech Digital, Inc. 401(k) Plan (PA) $28M · 1,025
- T-L Irrigation Co. Profit Sharing Plan (NE) $28M · 163
- Life Ems, Inc. Retirement and Savings Plan (MI) $28M · 574
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
- Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
- Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
- Aes, Inc. 401(k) Plan (GA) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.