401(k) · DOL Form 5500 · 2023

Physicians East PA 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
483
Participants Below avg headcount
92nd
Percentile by assets National rank
$220,430
Avg per participant Above avg balance/head
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Official DOL plan name: Physicians East PA Profit Sharing Plan & Trust · Sponsored by Physicians East PA · North Carolina · Healthcare & Social Assistance

$106M in assets, 483 participants

Physicians East PA's Physicians East PA Profit Sharing Plan & Trust reported $106M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,399 in Healthcare & Social Assistance (17,684 peers)

Where Physicians East PA Profit Sharing Plan & Trust sits by assets

Physicians East PA Profit Sharing Plan & Trust sits in the top 10% of all filed plans by assets, $106M for 483 participants (~$220,430/participant), up 20.2% in 2023.

#16,399
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Physicians East PA Profit Sharing Plan & Trust's outsized position by total assets

Physicians East PA Profit Sharing Plan & Trust vs every filed plan by assets

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

$106,467,524 Top 8% higher than 92% 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

Physicians East PA Profit Sharing Plan & 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. Physicians East PA Profit Sharing Plan & Trust sits mid-pack in the medium band (483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Physicians East PA Profit Sharing Plan & Trust reported net income rose from -$26M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Physicians East PA Profit Sharing Plan & Trust end-of-year assets rose from $89M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Physicians East PA Profit Sharing Plan & Trust reported participants fell from 495 in the plan year 2022 filing to 483 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561968491 · Physicians East PA PY 2023 · 401(k)

Physicians East PA Profit Sharing Plan & Trust · $106M · 483 · 92nd

  • EBSA $106M
  • EBSA 483
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Bricker & Eckler LLP 401(k) Plan
  • EBSA ind #16399

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 →

Physicians East PA Profit Sharing Plan & Trust in the asset neighbourhood

Tax Favored Savings Program$106MPhysicians East PA Profit Sharing Plan & TrustPhysicians East PA Profit Sh…$106MBricker & Eckler LLP 401(k) PlanBricker & Eckler LLP 401(k) …$106MMckool Smith 401(k) Savings PlanMckool Smith 401(k) Savings …$106MPattern Energy Group 401(k) PlanPattern Energy Group 401(k) …$106M
End-of-year total assets ($M) among Physicians East PA Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$106M
Net Income$18M
Employer EIN561968491
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians East PA)

Sponsor-wide plan assets over time

All Physicians East PA plans reported in each filing year

Latest sponsor-wide plan assets
$114M 28.78255599518521% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.6M $114M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 495 $89M
2023 1 483 $106M
2024 1 503 $114M

Nearby 401(k) Plans in North Carolina

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

Physicians East PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Physicians East PA Profit Sharing Plan & Trust, Total assets ($B): 0.106467524 · Participants: 483Physicians East PA Profit Sharing Plan & TrustThe 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
Physicians East PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Physicians East PA Profit Sharing Plan & Trust side-by-side with 3 peers →

Physicians East PA Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bricker & Eckler LLP 401(k) Plan in OH ($106M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Physicians East PA Profit Sharing Plan & Trust assets move in 2023? ▼
Physicians East PA Profit Sharing Plan & Trust grew sharply - up 20.2% during 2023, from $89M to $106M. Reported net income was $18M.
How have Physicians East PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians East PA's sponsor-wide assets grew 28.8%, from $89M to $114M.
Where does Physicians East PA Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Physicians East PA Profit Sharing Plan & Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Physicians East PA Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bricker & Eckler LLP 401(k) Plan in OH ($106M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Physicians East PA Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants, $14M 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 561968491.

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.