401(k) · DOL Form 5500 · 2024

Pinehurst Surgical Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
529
Participants Below avg headcount
90th
Percentile by assets National rank
$180,212
Avg per participant Above avg balance/head
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Official DOL plan name: Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · Sponsored by Pinehurst Surgical Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$95M in assets, 529 participants

Pinehurst Surgical Clinic, P.a.'s Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported $95M in total assets and 529 participants in its 2024 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.

  • #15,440 in Healthcare & Social Assistance (16,916 peers)

Where Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits by assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $95M for 529 participants (~$180,212/participant), up 8.4% in 2024.

#15,440
in Healthcare & Social Assistance (16,916 peers)
+8.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's outsized position by total assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs every filed plan by assets

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

$95,331,975 Top 10% higher than 90% 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

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported net income fell from $17M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan end-of-year assets rose from $88M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported participants rose from 494 in the plan year 2023 filing to 529 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560942061 · Pinehurst Surgical Clinic, P.a. PY 2024 · 401(k)

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · $95M · 529 · 90th

  • SCH $95M
  • SCH 529
  • SCH 90th
  • SCH 401(k)
  • SCH near Savings Plan for Salaried Employees of Gorton's
  • SCH ind #15440

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 →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan in the asset neighbourhood

Frazier & Deeter, LLC 401(k) PlanFrazier & Deeter, LLC 401(k)…$95MSavings Plan for Salaried Employees of Gorton'sSavings Plan for Salaried Em…$95MTrac Intermodal Retirement Savings PlanTrac Intermodal Retirement S…$95MPinehurst Surgical Clinic, P. a. Retirement and Savings PlanPinehurst Surgical Clinic, P…$95MInternational Dairy Queen, Inc. Retirement Savings PlanInternational Dairy Queen, I…$95M
End-of-year total assets ($M) among Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$95M
Net Income$7M
Employer EIN560942061
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinehurst Surgical Clinic, P.a.)

Sponsor-wide plan assets over time

All Pinehurst Surgical Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 33.4379599825987% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.4M $95.3M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 450 $71M
2023 1 494 $88M
2024 1 529 $95M

Nearby 401(k) Plans in North Carolina

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

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan, Total assets ($B): 0.095331975 · Participants: 529Pinehurst Surgical Clinic, P. a. Retirement and Savings 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
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan side-by-side with 3 peers →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Savings Plan for Salaried Employees of Gorton's in MA ($95M); by covered participants it is Your 401(k) Retirement Plan in OR (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan assets move in 2024? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan grew at a solid clip - up 8.4% during 2024, from $88M to $95M. Reported net income was $7M.
How have Pinehurst Surgical Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinehurst Surgical Clinic, P.a.'s sponsor-wide assets grew 33.4%, from $71M to $95M.
Where does Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Salaried Employees of Gorton's in MA ($95M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Your 401(k) Retirement Plan in OR (529 participants, $19M 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 560942061.

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.