401(k) · DOL Form 5500 · 2023
Urology Specialists of the Carolinas, PLLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 108
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $261,257
- Avg per participant Above avg balance/head
Official DOL plan name: Urology Specialists of the Carolinas, PLLC 401(k) Plan · Sponsored by Urology Specialists of the Carolinas, PLLC · North Carolina · Healthcare & Social Assistance
$28M in assets, 108 participants
Urology Specialists of the Carolinas, PLLC's Urology Specialists of the Carolinas, PLLC 401(k) Plan reported $28M in total assets and 108 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.
- #14,442 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Urology Specialists of the Carolinas, PLLC 401(k) Plan covers 108 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #14,442
- in Healthcare & Social Assistance (17,684 peers)
- +11.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Urology Specialists of the Carolinas, PLLC 401(k) Plan's outsized position by total assets
Urology Specialists of the Carolinas, PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,215,798 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
Urology Specialists of the Carolinas, PLLC 401(k) 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. Urology Specialists of the Carolinas, PLLC 401(k) Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Urology Specialists of the Carolinas, PLLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Urology Specialists of the Carolinas, PLLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Urology Specialists of the Carolinas, PLLC 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 108 in the plan year 2023 filing.
DOL schedule card
Filing strip 562107759 · Urology Specialists of the Carolinas, PLLC PY 2023 · 401(k)
Urology Specialists of the Carolinas, PLLC 401(k) Plan · $28M · 108 · 78th
- NET $28M
- BOOK 108
- VS-ST 78th
- BOY 401(k)
- SCH near Oil Search Alaska, LLC 401(k) Plan
- EBSA ind #14442
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 →
Urology Specialists of the Carolinas, PLLC 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 562107759 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Urology Specialists of the Carolinas, PLLC)
Sponsor-wide plan assets over time
All Urology Specialists of the Carolinas, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 17.867096172645795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $25M |
| 2023 | 1 | 108 | $28M |
| 2024 | 1 | 107 | $30M |
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
Urology Specialists of the Carolinas, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Oil Search Alaska, LLC 401(k) Plan in AK ($28M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Oil Search Alaska, LLC 401(k) Plan (AK) $28M · 115
- Progressivehealth 401(k) Plan (IN) $28M · 786
- Rvk, Inc. Retirement Savings Plan (OR) $28M · 133
- International Services, Inc. 401(k) Plan (IL) $28M · 507
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.