401(k) · DOL Form 5500 · 2023

Instride Foot & Ankle Specialist PLLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
197
Participants Below avg headcount
71st
Percentile by assets National rank
$92,042
Avg per participant Below avg balance/head
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Official DOL plan name: Instride Foot and Ankle Specialists, PLLC 401(k) · Sponsored by Instride Foot & Ankle Specialist PLLC · North Carolina · Healthcare & Social Assistance

$18M in assets, 197 participants

Instride Foot & Ankle Specialist PLLC's Instride Foot and Ankle Specialists, PLLC 401(k) reported $18M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,341 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Instride Foot and Ankle Specialists, PLLC 401(k) covers 197 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#13,341
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Instride Foot and Ankle Specialists, PLLC 401(k)'s outsized position by total assets

Instride Foot and Ankle Specialists, PLLC 401(k) vs every filed plan by assets

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

$18,132,312 Top 29% higher than 71% 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

Instride Foot and Ankle Specialists, PLLC 401(k) 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. Instride Foot and Ankle Specialists, PLLC 401(k) sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Instride Foot and Ankle Specialists, PLLC 401(k) reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Instride Foot and Ankle Specialists, PLLC 401(k) end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Instride Foot and Ankle Specialists, PLLC 401(k) reported participants rose from 177 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300700851 · Instride Foot & Ankle Specialist PLLC PY 2023 · 401(k)

Instride Foot and Ankle Specialists, PLLC 401(k) · $18M · 197 · 71st

  • 5500 $18M
  • ASSETS 197
  • PCT 71st
  • EIN 401(k)
  • RANK near Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan
  • PHOTO ind #13341

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 →

Instride Foot and Ankle Specialists, PLLC 401(k) in the asset neighbourhood

Instride Foot and Ankle Specialists, PLLC 401(k)Instride Foot and Ankle Spec…$18MIowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanIowa Beverage Systems, Inc. …$18MR & P Technologies 401(k) Profit Sharing Plan & TrustR & P Technologies 401(k) Pr…$18MCallminer, Inc 401(k) Plan$18MTopographic Om, Inc. Retirement PlanTopographic Om, Inc. Retirem…$18M
End-of-year total assets ($M) among Instride Foot and Ankle Specialists, PLLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN300700851
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instride Foot & Ankle Specialist PLLC)

Sponsor-wide plan assets over time

All Instride Foot & Ankle Specialist PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.5106939108565687% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.8M $15.4M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 177 $15M
2023 1 197 $18M
2024 1 191 $15M

Nearby 401(k) Plans in North Carolina

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

Instride Foot and Ankle Specialists, PLLC 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Instride Foot and Ankle Specialists, PLLC 401(k), Total assets ($B): 0.018132312 · Participants: 197Instride Foot and Ankle Specialists, PLLC 401(k)The 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
Instride Foot and Ankle Specialists, PLLC 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Instride Foot and Ankle Specialists, PLLC 401(k) side-by-side with 3 peers →

Instride Foot and Ankle Specialists, PLLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in IA ($18M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Instride Foot and Ankle Specialists, PLLC 401(k) assets move in 2023? ▼
Instride Foot and Ankle Specialists, PLLC 401(k) grew sharply - up 22.2% during 2023, from $15M to $18M. Reported net income was $3M.
How have Instride Foot & Ankle Specialist PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Instride Foot & Ankle Specialist PLLC's sponsor-wide assets grew 3.5%, from $15M to $15M.
Which 401(k) plans are similar in size to Instride Foot and Ankle Specialists, PLLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in IA ($18M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Instride Foot and Ankle Specialists, PLLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 300700851.

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.