401(k) · DOL Form 5500 · 2023
Arthritis and Osteoporosis Consultants of the Carolinas, PA 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $137,110
- Avg per participant Near avg balance/head
Official DOL plan name: Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan · Sponsored by Arthritis and Osteoporosis Consultants of the Carolinas, PA · North Carolina · Healthcare & Social Assistance
$10M in assets, 75 participants
Arthritis and Osteoporosis Consultants of the Carolinas, PA's Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan reported $10M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,464 in Healthcare & Social Assistance (17,684 peers)
Arthritis and Osteoporosis Consultants of the Carolinas, PA multi-year trail
Arthritis and Osteoporosis Consultants of the Carolinas, PA's plans moved +15.6% in assets from 2022 to 2023; this filing shows Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan at $10M / 75 participants.
- #11,464
- in Healthcare & Social Assistance (17,684 peers)
- +15.6%
- assets growth YoY
Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,283,220 Top 41% higher than 59% 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
Arthritis and Osteoporosis Consultants of the Carolinas 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. Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan reported participants rose from 71 in the plan year 2022 filing to 75 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 562202409 · Arthritis and Osteoporosis Consultants of the Carolinas, PA PY 2023 · 401(k)
Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan · $10M · 75 · 59th
- PART $10M
- PART 75
- PART 59th
- PART 401(k)
- PART near Bet Investments 401(k) Savings Plan
- PART ind #11464
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 →
Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan in the asset neighbourhood
Arthritis and Osteoporosis Consultants of the Carolinas, PA multi-year asset trail
Sponsor-wide plan assets over time
All Arthritis and Osteoporosis Consultants of the Carolinas, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 15.584265230033957% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $9M |
| 2023 | 1 | 75 | $10M |
Arthritis and Osteoporosis Consultants of the Carolinas, PA filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 562202409 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
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
Arthritis and Osteoporosis Consultants of the Carolinas 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bet Investments 401(k) Savings Plan in PA ($10M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Airbiquity 401(k) Plan (WA) 75 · 0 off
- Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
- Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
- Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.