401(k) · DOL Form 5500 · 2023

Charlotte Eye, Ear, Nose, & Throat Associates, P.a. 401(k) Plan

Data updated 2026-08-11

$151M
Total assets: 612
Participants: 94th
Percentile by assets: $246,952
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$151M
total plan assets (2023 EOY): 612
covered participants: 94th
percentile by assets (of 127,072 plans): $246,952
avg assets per participant

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.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Healthcare & Social Assistance

401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. vs the 2023 asset distribution

By assets, 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Charlotte Eye, Ear, Nose, & Throat Associates, P.a. plans on file

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.

401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Compare 401(k) Profit Sharing Plan of Charlotte … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. by total assets, not by location.

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

Frequently Asked Questions

How did 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. assets move in 2023? ▼

401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. grew at a solid clip - up 8.3% during 2023, from $140M to $151M. Reported net income was $12M.

How have Charlotte Eye, Ear, Nose, & Throat Associates, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charlotte Eye, Ear, Nose, & Throat Associates, P.a.'s sponsor-wide assets grew 19.6%, from $140M to $167M.

Where does 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. rank by assets among Form 5500 filers? ▼

401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a.? ▼

Among 401(k) plans in other states, the closest by assets is Baker Companies 401(k) Plan in OH ($151M, 7,797 participants).

Next read for 401(k) Profit Sharing Plan of Charlotte …

Scale reading

Ways to act on 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a.'s numbers.

By total assets, 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Charlotte Eye, Ear, Nose, & Throat Associates, P.a.'s sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 561896112.