401(k) · DOL Form 5500 · 2024

Orthocarolina, P.a. 401(k) Plan

Data updated 2026-08-25

$364M
Total assets Above avg plan size
1,701
Participants Near avg headcount
96th
Percentile by assets National rank
$213,848
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocarolina 401(k)and Profit Sharing Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance

$364M in assets, 1,701 participants

Orthocarolina, P.a.'s Orthocarolina 401(k)and Profit Sharing Plan reported $364M in total assets and 1,701 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,328 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Orthocarolina 401(k)and Profit Sharing Plan covers 1,701 participants in North Carolina, 2.1x the typical North Carolina plan (state average ~819 per filing). Assets: $364M.

#16,328
in Healthcare & Social Assistance (16,916 peers)
+10.1%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Orthocarolina 401(k)and Profit Sharing Plan's outsized position by total assets

Orthocarolina 401(k)and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$363,756,188 Top 4% higher than 96% of 123,620 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 2024

Orthocarolina 401(k)and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthocarolina 401(k)and Profit Sharing Plan lands in the large band (1,701 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthocarolina 401(k)and Profit Sharing Plan reported net income fell from $49M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Orthocarolina 401(k)and Profit Sharing Plan end-of-year assets rose from $330M in the plan year 2023 filing to $364M in the plan year 2024 filing.
  • Orthocarolina 401(k)and Profit Sharing Plan reported participants rose from 1,611 in the plan year 2023 filing to 1,701 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561093722 · Orthocarolina, P.a. PY 2024 · 401(k)

Orthocarolina 401(k)and Profit Sharing Plan · $364M · 1,701 · 96th

  • RANK $364M
  • PHOTO 1,701
  • IND 96th
  • EOY 401(k)
  • 5500 near Standardaero 401(k) Savings Plan
  • ASSETS ind #16328

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 →

Orthocarolina 401(k)and Profit Sharing Plan in the asset neighbourhood

Yelp Inc. 401(k) Plan$364MStandardaero 401(k) Savings PlanStandardaero 401(k) Savings …$364MOrthocarolina 401(k)and Profit Sharing PlanOrthocarolina 401(k)and Prof…$364MKnobbe Martens Olson & Bear, LLP 401(k) Retirement Savings PlanKnobbe Martens Olson & Bear,…$363MSpend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) FeaturesSpend Life Wisely Company, I…$363M
End-of-year total assets ($M) among Orthocarolina 401(k)and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$330M
Net Assets (End of Year)$364M
Net Income$33M
Employer EIN561093722
Plan Effective Date1971-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocarolina, P.a.)

Sponsor-wide plan assets over time

All Orthocarolina, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$398M 28.772815326267846% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $309M $398M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 1,670 $309M
2023 2 1,735 $362M
2024 2 1,821 $398M

Nearby 401(k) Plans in North Carolina

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

Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Orthocarolina 401(k)and Profit Sharing Plan, Total assets ($B): 0.363756188 · Participants: 1701Orthocarolina 401(k)and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Orthocarolina 401(k)and Profit Sharing Plan side-by-side with 3 peers →

Orthocarolina 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 Standardaero 401(k) Savings Plan in AZ ($364M); by covered participants it is Ascension Healthcare 401(k) Retirement Savings Plan in MO (1,700 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,701 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthocarolina 401(k)and Profit Sharing Plan assets move in 2024? ▼
Orthocarolina 401(k)and Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $330M to $364M. Reported net income was $33M.
How have Orthocarolina, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocarolina, P.a.'s sponsor-wide assets grew 28.8%, from $309M to $398M.
Where does Orthocarolina 401(k)and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthocarolina 401(k)and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standardaero 401(k) Savings Plan in AZ ($364M, 3,928 participants).
Which 401(k) plans cover a similar participant headcount to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ascension Healthcare 401(k) Retirement Savings Plan in MO (1,700 participants, $600M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561093722.

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.