401(k) · DOL Form 5500 · 2023
Orthopaedics East & Sports Medicine Center, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $260,530
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan · Sponsored by Orthopaedics East & Sports Medicine Center, Inc. · North Carolina · Healthcare & Social Assistance
$16M in assets, 60 participants
Orthopaedics East & Sports Medicine Center, Inc.'s Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan reported $16M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,908 in Healthcare & Social Assistance (17,684 peers)
Orthopaedics East & Sports Medicine Center, Inc. multi-year trail
Orthopaedics East & Sports Medicine Center, Inc.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan at $16M / 60 participants.
- #12,908
- in Healthcare & Social Assistance (17,684 peers)
- +20.0%
- assets growth YoY
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan's outsized position by total assets
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,631,804 Top 32% higher than 68% 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
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing 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. Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan reported participants rose from 59 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 562107544 · Orthopaedics East & Sports Medicine Center, Inc. PY 2023 · 401(k)
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan · $16M · 60 · 68th
- BOOK $16M
- BOOK 60
- BOOK 68th
- BOOK 401(k)
- BOOK near Heart of America 401(k) Plan
- BOOK ind #12908
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 →
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan in the asset neighbourhood
Orthopaedics East & Sports Medicine Center, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Orthopaedics East & Sports Medicine Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 37.34429617452448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $13M |
| 2023 | 1 | 60 | $16M |
| 2024 | 1 | 53 | $18M |
Orthopaedics East & Sports Medicine Center, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 562107544 |
| Plan Effective Date | 2000-01-01 |
| 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
Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Heart of America 401(k) Plan in IL ($16M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Heart of America 401(k) Plan (IL) $16M · 1,004
- Farmers State Bank Employees' 401(k) Plan (IN) $16M · 164
- Devil Mountain Wholesale Nursery 401(k) Profit Sharing Plan (CA) $16M · 664
- Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) $16M · 237
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust (LA) 60 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 60 · 0 off
- Client Resources, Inc. 401(k) Profit Sharing Plan (NE) 60 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.