401(k) · DOL Form 5500 · 2023
Charlotte Eye, Ear, Nose, & Throat Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 612
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $246,952
- Avg per participant Above avg balance/head
Official DOL plan name: 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. · Sponsored by Charlotte Eye, Ear, Nose, & Throat Associates, P.a. · North Carolina · Healthcare & Social Assistance
$151M in assets, 612 participants
Charlotte Eye, Ear, Nose, & Throat Associates, P.a.'s 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. reported $151M in total assets and 612 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,692 in Healthcare & Social Assistance (17,684 peers)
Where 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. sits by assets
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. sits in the top 10% of all filed plans by assets, $151M for 612 participants (~$246,952/participant), up 8.3% in 2023.
- #16,692
- in Healthcare & Social Assistance (17,684 peers)
- +8.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a.'s outsized position by total assets
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$151,134,367 Top 6% higher than 94% 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
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. 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. 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. sits mid-pack in the medium band (612 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. reported net income rose from -$24M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. end-of-year assets rose from $140M in the plan year 2022 filing to $151M in the plan year 2023 filing.
- 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. reported participants rose from 592 in the plan year 2022 filing to 612 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561896112 · Charlotte Eye, Ear, Nose, & Throat Associates, P.a. PY 2023 · 401(k)
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. · $151M · 612 · 94th
- BOY $151M
- SCH 612
- EBSA 94th
- PART 401(k)
- TYPE near Baker Companies 401(k) Plan
- NET ind #16692
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 →
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $12M |
| Employer EIN | 561896112 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Eye, Ear, Nose, & Throat Associates, P.a.)
Sponsor-wide plan assets over time
All Charlotte Eye, Ear, Nose, & Throat Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 19.62010857313619% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 592 | $140M |
| 2023 | 1 | 612 | $151M |
| 2024 | 1 | 655 | $167M |
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
401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a.'s out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Baker Companies 401(k) Plan in OH ($151M); by covered participants it is Ecco USA, Inc. 401(k) Plan in NH (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- Baker Companies 401(k) Plan (OH) $151M · 7,797
- Penn Engineering 401(k) Plan (PA) $151M · 807
- Bangor Savings Bank 401(k) Plan & Trust Agreement (ME) $151M · 1,045
- United Fire Group 401(k) Plan (IA) $151M · 1,096
Similar participant headcount
Nearest other-state filings by covered participants (612 participants); asset peers above are excluded.
- Ecco USA, Inc. 401(k) Plan (NH) 612 · 0 off
- Becklar, LLC 401(k) Plan (UT) 612 · 0 off
- Inter-State Studio & Publishing Co. 401(k) Retirement Plan (MO) 612 · 0 off
- Fresno Truck Center 401(k) Plan (CA) 612 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.