401(k) · DOL Form 5500 · 2023

Boice-Willis Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
300
Participants Below avg headcount
90th
Percentile by assets National rank
$282,109
Avg per participant High balance/head
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Official DOL plan name: Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan · Sponsored by Boice-Willis Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$85M in assets, 300 participants

Boice-Willis Clinic, P.a.'s Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported $85M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,170 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan covers 300 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $85M.

#16,170
in Healthcare & Social Assistance (17,684 peers)
+7.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan's outsized position by total assets

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$84,632,838 Top 10% higher than 90% 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

Boice-Willis Clinic, P.a. 401(k) and 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. Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported net income rose from -$20M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan end-of-year assets rose from $79M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported participants fell from 314 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561025986 · Boice-Willis Clinic, P.a. PY 2023 · 401(k)

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan · $85M · 300 · 90th

  • PCT $85M
  • EIN 300
  • RANK 90th
  • PHOTO 401(k)
  • IND near Virgin Pulse, Inc. 401(k) Plan
  • EOY ind #16170

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 →

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan in the asset neighbourhood

Carter Ledyard & Milburn LLP 401(k) Retirement PlanCarter Ledyard & Milburn LLP…$85MFrazier & Deeter, LLC 401(k) PlanFrazier & Deeter, LLC 401(k)…$85MBoice-Willis Clinic, P.a. 401(k) and Profit Sharing PlanBoice-Willis Clinic, P.a. 40…$85MVirgin Pulse, Inc. 401(k) PlanVirgin Pulse, Inc. 401(k) Pl…$85MLaforce, LLC 401(k) Plan$85M
End-of-year total assets ($M) among Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$85M
Net Income$6M
Employer EIN561025986
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boice-Willis Clinic, P.a.)

Sponsor-wide plan assets over time

All Boice-Willis Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 23.294191768413626% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $78.7M $97M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 314 $79M
2023 1 300 $85M
2024 1 312 $97M

Nearby 401(k) Plans in North Carolina

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

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan, Total assets ($B): 0.084632838 · Participants: 300Boice-Willis Clinic, P.a. 401(k) and Profit Sharing PlanThe 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
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Virgin Pulse, Inc. 401(k) Plan in RI ($85M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan grew at a solid clip - up 7.6% during 2023, from $79M to $85M. Reported net income was $6M.
How have Boice-Willis Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boice-Willis Clinic, P.a.'s sponsor-wide assets grew 23.3%, from $79M to $97M.
Where does Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan ranks in the 90th 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 Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virgin Pulse, Inc. 401(k) Plan in RI ($85M, 1,117 participants).
Which 401(k) plans cover a similar participant headcount to Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 561025986.

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.