401(k) · DOL Form 5500 · 2023
Southeastern Orthopaedic Specialists, P.a. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 184
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $335,015
- Avg per participant High balance/head
Official DOL plan name: Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · Sponsored by Southeastern Orthopaedic Specialists, P.a. · North Carolina · Healthcare & Social Assistance
$62M in assets, 184 participants
Southeastern Orthopaedic Specialists, P.a.'s Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan reported $62M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,812 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan covers 184 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $62M.
- #15,812
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan's outsized position by total assets
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,642,716 Top 12% higher than 88% 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
Southeastern Orthopaedic Specialists, P.a. Employees 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. Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (184 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $51M in the plan year 2022 filing to $62M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562036047 · Southeastern Orthopaedic Specialists, P.a. PY 2023 · 401(k)
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · $62M · 184 · 88th
- PART $62M
- PART 184
- PART 88th
- PART 401(k)
- PART near Swca, Inc. 401(k) Plan
- PART ind #15812
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 →
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $11M |
| Employer EIN | 562036047 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Orthopaedic Specialists, P.a.)
Sponsor-wide plan assets over time
All Southeastern Orthopaedic Specialists, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 35.8837197226224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $51M |
| 2023 | 1 | 184 | $62M |
| 2024 | 1 | 183 | $69M |
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
Southeastern Orthopaedic Specialists, P.a. Employees 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 Swca, Inc. 401(k) Plan in AZ ($62M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Swca, Inc. 401(k) Plan (AZ) $62M · 1,361
- Coresite, L.L.C. Employee Retirement Plan (CO) $62M · 488
- Aesculapian Management Company, LLC 401(k) Plan (FL) $62M · 676
- Koniag 401(k) Savings Plan (AK) $62M · 515
Similar participant headcount
Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.
- Afiniti 401(k) Plan (DC) 184 · 0 off
- Better World Books 401(k) Profit Sharing Plan (IN) 184 · 0 off
- Auto Meter Products 401(k) Plan (IL) 184 · 0 off
- Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan (VA) 184 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.