401(k) · DOL Form 5500 · 2023

Orthopaedic Specialists of Nc, P.a. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
97
Participants Small participant base
57th
Percentile by assets National rank
$95,705
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Specialists of Nc, P.a. 401(k) Plan · Sponsored by Orthopaedic Specialists of Nc, P.a. · North Carolina · Healthcare & Social Assistance

$9M in assets, 97 participants

Orthopaedic Specialists of Nc, P.a.'s Orthopaedic Specialists of Nc, P.a. 401(k) Plan reported $9M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,081 in Healthcare & Social Assistance (17,684 peers)

Orthopaedic Specialists of Nc, P.a. multi-year trail

Orthopaedic Specialists of Nc, P.a.'s plans moved +56.2% in assets from 2022 to 2024; this filing shows Orthopaedic Specialists of Nc, P.a. 401(k) Plan at $9M / 97 participants.

#11,081
in Healthcare & Social Assistance (17,684 peers)
+27.9%
assets growth YoY

Orthopaedic Specialists of Nc, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs every filed plan by assets

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

$9,283,413 Top 43% higher than 57% 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

Orthopaedic Specialists of Nc, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Specialists of Nc, P.a. 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Specialists of Nc, P.a. 401(k) Plan reported net income rose from -$882K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orthopaedic Specialists of Nc, P.a. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Orthopaedic Specialists of Nc, P.a. 401(k) Plan reported participants rose from 80 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562232487 · Orthopaedic Specialists of Nc, P.a. PY 2023 · 401(k)

Orthopaedic Specialists of Nc, P.a. 401(k) Plan · $9M · 97 · 57th

  • ASSETS $9M
  • ASSETS 97
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Systems, LLC Retirement Plan
  • ASSETS ind #11081

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 →

Orthopaedic Specialists of Nc, P.a. 401(k) Plan in the asset neighbourhood

Orthopaedic Specialists of Nc, P.a. 401(k) PlanOrthopaedic Specialists of N…$9MSystems, LLC Retirement Plan$9MD & S Dental Laboratory, Inc. 401(k) Savings PlanD & S Dental Laboratory, Inc…$9MCassava Sciences, Inc. 401(k) PlanCassava Sciences, Inc. 401(k…$9MPbs Aso, LLC Retirement Plan$9M
End-of-year total assets ($M) among Orthopaedic Specialists of Nc, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orthopaedic Specialists of Nc, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedic Specialists of Nc, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.24141544309607% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.26M $11.3M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 80 $7M
2023 1 97 $9M
2024 1 115 $11M

Orthopaedic Specialists of Nc, P.a. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN562232487
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Orthopaedic Specialists of Nc, P.a. 401(k) Plan, Total assets ($B): 0.009283413 · Participants: 97Orthopaedic Specialists of Nc, P.a. 401(k) 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
Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Orthopaedic Specialists of Nc, P.a. 401(k) Plan side-by-side with 3 peers →

Orthopaedic Specialists of Nc, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Systems, LLC Retirement Plan in MO ($9M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Orthopaedic Specialists of Nc, P.a. 401(k) Plan assets move in 2023? ▼
Orthopaedic Specialists of Nc, P.a. 401(k) Plan grew sharply - up 27.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Orthopaedic Specialists of Nc, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialists of Nc, P.a.'s sponsor-wide assets grew 56.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Orthopaedic Specialists of Nc, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems, LLC Retirement Plan in MO ($9M, 503 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialists of Nc, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 562232487.

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.