401(k) · DOL Form 5500 · 2023
Eagle Physicians and Associates, P.a 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $221,532
- Avg per participant Above avg balance/head
Official DOL plan name: Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan · Sponsored by Eagle Physicians and Associates, P.a · North Carolina · Healthcare & Social Assistance
$88M in assets, 395 participants
Eagle Physicians and Associates, P.a's Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported $88M in total assets and 395 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.
- #16,202 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan covers 395 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $88M.
- #16,202
- in Healthcare & Social Assistance (17,684 peers)
- +21.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan's outsized position by total assets
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,505,195 Top 10% higher than 90% 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
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement 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. Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan end-of-year assets rose from $72M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported participants rose from 382 in the plan year 2022 filing to 395 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561847193 · Eagle Physicians and Associates, P.a PY 2023 · 401(k)
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan · $88M · 395 · 90th
- PHOTO $88M
- IND 395
- EOY 90th
- 5500 401(k)
- ASSETS near Alm Global, LLC 401(k) Plan
- PCT ind #16202
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 →
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $16M |
| Employer EIN | 561847193 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eagle Physicians and Associates, P.a)
Sponsor-wide plan assets over time
All Eagle Physicians and Associates, P.a plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 14.562751617114412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $72M |
| 2023 | 1 | 395 | $88M |
| 2024 | 1 | 421 | $82M |
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
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Alm Global, LLC 401(k) Plan in NY ($87M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Alm Global, LLC 401(k) Plan (NY) $87M · 419
- American Equity Investment Profit Sharing and 401(k) Plan (IA) $88M · 818
- Fry Communications, Inc. Retirement Plan (PA) $88M · 649
- Tom Tom North America 401(k) Plan (NH) $88M · 219
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Employ, Inc. 401(k) Plan (IN) 395 · 0 off
- Cribl 401(k) Plan (CA) 395 · 0 off
- Salina Vortex Employees' Retirement Plan (KS) 395 · 0 off
- O'reilly Media, Inc. 401(k) Plan (CA) 395 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.