401(k) · DOL Form 5500 · 2023

Walton K. Joyner, Jr., M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$546,394
Avg per participant High balance/head
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Official DOL plan name: Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan · Sponsored by Walton K. Joyner, Jr., M.D., P.a. · North Carolina · Healthcare & Social Assistance

$2M in assets, 4 participants

Walton K. Joyner, Jr., M.D., P.a.'s Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,407 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan holds $2M for 4 participants - about $546,394 per participant, in the lower half of filed plans by assets.

#5,407
in Healthcare & Social Assistance (17,684 peers)
+5.7%
assets growth YoY

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,185,576 31st percentile higher than 31% 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

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan reported net income rose from -$29K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562114902 · Walton K. Joyner, Jr., M.D., P.a. PY 2023 · 401(k)

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan · $2M · 4 · 31st

  • BOY $2M
  • SCH 4
  • EBSA 31st
  • PART 401(k)
  • TYPE near St. Joseph Senior Living 401(k) Retirement Plan
  • NET ind #5407

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 →

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing PlanWalton K. Joyner, Jr., M.D.,…$2MSt. Joseph Senior Living 401(k) Retirement PlanSt. Joseph Senior Living 401…$2MIdy, LLC 401(k) Profit Sharing PlanIdy, LLC 401(k) Profit Shari…$2MDhc Realty Profit Sharing PlanDhc Realty Profit Sharing Pl…$2MMack Brothers & Associates, Inc. Profit Sharing PlanMack Brothers & Associates, …$2M
End-of-year total assets ($M) among Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$118K
Employer EIN562114902
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton K. Joyner, Jr., M.D., P.a.)

Sponsor-wide plan assets over time

All Walton K. Joyner, Jr., M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.726514801641322% vs 2022
2024 filing year
$2.05M$2.1M$2.15M$2.2M$2.25M 202220232024 $2.07M $2.17M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 1 $2M

Nearby 401(k) Plans in North Carolina

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

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.002185576 · Participants: 4Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing 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
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is St. Joseph Senior Living 401(k) Retirement Plan in OH ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 5.7% during 2023, from $2M to $2M. Reported net income was $118K.
How have Walton K. Joyner, Jr., M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton K. Joyner, Jr., M.D., P.a.'s sponsor-wide assets grew 4.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph Senior Living 401(k) Retirement Plan in OH ($2M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 562114902.

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.