401(k) · DOL Form 5500 · 2023
Carolina Neurosurgery & Spine Associates PA 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 488
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $218,290
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan · Sponsored by Carolina Neurosurgery & Spine Associates PA · North Carolina · Healthcare & Social Assistance
$107M in assets, 488 participants
Carolina Neurosurgery & Spine Associates PA's Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan reported $107M in total assets and 488 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.
- #16,400 in Healthcare & Social Assistance (17,684 peers)
Where Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits by assets
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits in the top 10% of all filed plans by assets, $107M for 488 participants (~$218,290/participant), up 9.2% in 2023.
- #16,400
- in Healthcare & Social Assistance (17,684 peers)
- +9.2%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan's outsized position by total assets
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,525,741 Top 8% higher than 92% 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 Neurosurgery & Spine Associates, PA Employees Savings 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. Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits mid-pack in the medium band (488 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan reported participants rose from 427 in the plan year 2022 filing to 488 in the plan year 2023 filing.
- Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan end-of-year assets rose from $98M in the plan year 2022 filing to $107M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560963485 · Carolina Neurosurgery & Spine Associates PA PY 2023 · 401(k)
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan · $107M · 488 · 92nd
- BOY $107M
- SCH 488
- EBSA 92nd
- PART 401(k)
- TYPE near Ngl Energy 401(k) Plan
- NET ind #16400
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 Neurosurgery & Spine Associates, PA Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $9M |
| Employer EIN | 560963485 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Neurosurgery & Spine Associates PA)
Sponsor-wide plan assets over time
All Carolina Neurosurgery & Spine Associates PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 12.163748770515681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $98M |
| 2023 | 1 | 488 | $107M |
| 2024 | 1 | 465 | $109M |
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 Neurosurgery & Spine Associates, PA Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ngl Energy 401(k) Plan in OK ($107M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Ngl Energy 401(k) Plan (OK) $107M · 611
- Commonwealth Care Alliance 401(k) Plan (MA) $107M · 68
- The Woodbridge Group Retirement Savings Plan (MI) $107M · 2,073
- Sfs Group USA 401(k) Plan (PA) $107M · 1,470
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Pexco LLC Retirement Savings Plan (GA) 488 · 0 off
- Levi Ray & Shoup 401(k) Matching Contribution Plan (IL) 488 · 0 off
- Centerspace 401(k) Plan (ND) 488 · 0 off
- Zeta Associates Incorporated Savings Plan (VA) 488 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.