401(k) · DOL Form 5500 · 2023
Graystone Ophthalmology Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $108,759
- Avg per participant Below avg balance/head
Official DOL plan name: Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan · Sponsored by Graystone Ophthalmology Associates, P.a. · North Carolina · Healthcare & Social Assistance
$27M in assets, 251 participants
Graystone Ophthalmology Associates, P.a.'s Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan reported $27M in total assets and 251 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.
- #14,369 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan covers 251 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.
- #14,369
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,298,586 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
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan 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. Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan reported participants rose from 208 in the plan year 2022 filing to 251 in the plan year 2023 filing.
- Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560962483 · Graystone Ophthalmology Associates, P.a. PY 2023 · 401(k)
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan · $27M · 251 · 78th
- BOOK $27M
- BOOK 251
- BOOK 78th
- BOOK 401(k)
- BOOK near Metric Engineering Savings and Retirement Plan
- BOOK ind #14369
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 →
Graystone Ophthalmology Associates, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 560962483 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graystone Ophthalmology Associates, P.a.)
Sponsor-wide plan assets over time
All Graystone Ophthalmology Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 34.49728644291488% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $23M |
| 2023 | 1 | 251 | $27M |
| 2024 | 1 | 286 | $31M |
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
Graystone Ophthalmology Associates, 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 Metric Engineering Savings and Retirement Plan in FL ($27M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Metric Engineering Savings and Retirement Plan (FL) $27M · 461
- Sorrento Therapeutics, Inc. 401(k) Plan (CA) $27M · 634
- Afsi Employee Retirement Plan (IL) $27M · 204
- Alta Forest Products 401(k) Retirement Plan (WA) $27M · 481
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Drata Inc. 401(k) Plan (CA) 251 · 0 off
- Breville USA, Inc. 401(k) Retirement Plan (CA) 251 · 0 off
- Gravie, Inc. 401(k) Plan (MN) 251 · 0 off
- The Bazooka 401(k) Savings and Investment Plan (NY) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.