401(k) · DOL Form 5500 · 2023
Carolina Orthopaedic and Neurosurgical Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $89,417
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Carolina Orthopaedic and Neurosurgical Associates, P.a. · South Carolina · Healthcare & Social Assistance
$17M in assets, 193 participants
Carolina Orthopaedic and Neurosurgical Associates, P.a.'s Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,197 in Healthcare & Social Assistance (17,684 peers)
Carolina Orthopaedic and Neurosurgical Associates, P.a. multi-year trail
Carolina Orthopaedic and Neurosurgical Associates, P.a.'s plans moved +18.1% in assets from 2022 to 2024; this filing shows Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust at $17M / 193 participants.
- #13,197
- in Healthcare & Social Assistance (17,684 peers)
- +18.3%
- assets growth YoY
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,257,420 Top 30% higher than 70% 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 Orthopeadic & Neurosurgical Associates, P.a. 401(k) 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. Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported participants rose from 173 in the plan year 2022 filing to 193 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 570510670 · Carolina Orthopaedic and Neurosurgical Associates, P.a. PY 2023 · 401(k)
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · $17M · 193 · 70th
- 5500 $17M
- 5500 193
- 5500 70th
- 5500 401(k)
- 5500 near Stroock & Stroock & Lavan LLP Savings and Investment Plan and Trust for Associate Attorneys
- 5500 ind #13197
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 South Carolina →
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Carolina Orthopaedic and Neurosurgical Associates, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Orthopaedic and Neurosurgical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 18.075615036941514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $15M |
| 2023 | 1 | 193 | $17M |
| 2024 | 1 | 150 | $17M |
Carolina Orthopaedic and Neurosurgical Associates, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 570510670 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Stroock & Stroock & Lavan LLP Savings and Investment Plan and Trust for Associate Attorneys in NY ($17M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Kevin, Inc. Profit Sharing Plan (ME) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
- Pipes & Shaw LLC 401(k) Plan (NY) 193 · 0 off
- Sigvaris, Inc. 401(k) Plan (GA) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.