401(k) · DOL Form 5500 · 2023
Carolina Urology Partners, PLLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $219,032
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Carolina Urology Partners, PLLC · North Carolina · Healthcare & Social Assistance
$28M in assets, 130 participants
Carolina Urology Partners, PLLC's Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,461 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust covers 130 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #14,461
- in Healthcare & Social Assistance (17,684 peers)
- +19.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,474,164 Top 22% higher than 78% 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
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust 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. Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported participants fell from 134 in the plan year 2022 filing to 130 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 273905550 · Carolina Urology Partners, PLLC PY 2023 · 401(k)
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust · $28M · 130 · 78th
- 5500 $28M
- ASSETS 130
- PCT 78th
- EIN 401(k)
- RANK near Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan
- PHOTO ind #14461
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 →
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 273905550 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Urology Partners, PLLC)
Sponsor-wide plan assets over time
All Carolina Urology Partners, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.01078182324227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $24M |
| 2023 | 1 | 130 | $28M |
| 2024 | 1 | 134 | $30M |
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
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan in FL ($28M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Animax Designs, Inc. (TN) 130 · 0 off
- American Portfolios Holdings, (NY) 130 · 0 off
- Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
- The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.