401(k) · DOL Form 5500 · 2023

Emergeortho PA 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
1,118
Participants Near avg headcount
85th
Percentile by assets National rank
$43,496
Avg per participant Low balance/head
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Official DOL plan name: Emergeortho PA Retirement Plan 2 · Sponsored by Emergeortho PA · North Carolina · Healthcare & Social Assistance

$49M in assets, 1,118 participants

Emergeortho PA's Emergeortho PA Retirement Plan 2 reported $49M in total assets and 1,118 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,471 in Healthcare & Social Assistance (17,684 peers)

Where Emergeortho PA Retirement Plan 2 sits by assets

Emergeortho PA Retirement Plan 2 sits in the top quartile of all filed plans by assets, $49M for 1,118 participants (~$43,496/participant), up 24.4% in 2023.

#15,471
in Healthcare & Social Assistance (17,684 peers)
+24.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Emergeortho PA Retirement Plan 2's outsized position by total assets

Emergeortho PA Retirement Plan 2 vs every filed plan by assets

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

$48,628,980 Top 15% higher than 85% 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

Emergeortho PA Retirement Plan 2's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emergeortho PA Retirement Plan 2 lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emergeortho PA Retirement Plan 2 reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Emergeortho PA Retirement Plan 2 reported participants rose from N/A in the plan year 2022 filing to 1,118 in the plan year 2023 filing.
  • Emergeortho PA Retirement Plan 2 end-of-year assets rose from $39M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561079264 · Emergeortho PA PY 2023 · 401(k)

Emergeortho PA Retirement Plan 2 · $49M · 1,118 · 85th

  • BOY $49M
  • BOY 1,118
  • BOY 85th
  • BOY 401(k)
  • BOY near Calportland Company Retirement Savings Plan
  • BOY ind #15471

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 →

Emergeortho PA Retirement Plan 2 in the asset neighbourhood

Emergeortho PA Retirement Plan 2Emergeortho PA Retirement Pl…$49MCalportland Company Retirement Savings PlanCalportland Company Retireme…$49MForcht Group of Kentucky Savings PlanForcht Group of Kentucky Sav…$49MCentral Steel & Wire Company Savings PlanCentral Steel & Wire Company…$49MMiele, Inc. 401(k) Plan$49M
End-of-year total assets ($M) among Emergeortho PA Retirement Plan 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$49M
Net Income$11M
Employer EIN561079264
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emergeortho PA)

Sponsor-wide plan assets over time

All Emergeortho PA plans reported in each filing year

Latest sponsor-wide plan assets
$275M 45.872491866888495% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $188M $275M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 1,835 $188M
2023 2 2,053 $232M
2024 2 2,176 $275M

Nearby 401(k) Plans in North Carolina

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

Emergeortho PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Emergeortho PA Retirement Plan 2, Total assets ($B): 0.04862898 · Participants: 1118Emergeortho PA Retirement Plan 2The 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
Emergeortho PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Emergeortho PA Retirement Plan 2 side-by-side with 3 peers →

Emergeortho PA Retirement Plan 2's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Calportland Company Retirement Savings Plan in CA ($49M); by covered participants it is Norm's 401(k) Plan in CA (1,118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Emergeortho PA Retirement Plan 2 assets move in 2023? ▼
Emergeortho PA Retirement Plan 2 grew sharply - up 24.4% during 2023, from $39M to $49M. Reported net income was $11M.
How have Emergeortho PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emergeortho PA's sponsor-wide assets grew 45.9%, from $188M to $275M.
Where does Emergeortho PA Retirement Plan 2 rank by assets among Form 5500 filers? ▼
Emergeortho PA Retirement Plan 2 ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emergeortho PA Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by assets is Calportland Company Retirement Savings Plan in CA ($49M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Emergeortho PA Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by covered participants is Norm's 401(k) Plan in CA (1,118 participants, $13M 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 561079264.

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.