401(k) · DOL Form 5500 · 2024
Surgical Specialists of Charlo 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 96
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $288,338
- Avg per participant High balance/head
Official DOL plan name: Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · Sponsored by Surgical Specialists of Charlo · North Carolina · Professional & Technical Services
$28M in assets, 96 participants
Surgical Specialists of Charlo's Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported $28M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,341 in Professional & Technical Services (20,173 peers)
Where Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust sits by assets
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $28M for 96 participants (~$288,338/participant), down 2.1% in 2024.
- #15,341
- in Professional & Technical Services (20,173 peers)
- -2.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $580K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,680,445 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to -$580K in the plan year 2024 filing.
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported participants fell from 107 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561026666 · Surgical Specialists of Charlo PY 2024 · 401(k)
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · $28M · 96 · 76th
- RANK $28M
- RANK 96
- RANK 76th
- RANK 401(k)
- RANK near Ushg 401(k) Plan
- RANK ind #15341
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$580K |
| Employer EIN | 561026666 |
| Plan Effective Date | 1970-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Specialists of Charlo)
Sponsor-wide plan assets over time
All Surgical Specialists of Charlo plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.823514780883917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $24M |
| 2023 | 1 | 107 | $28M |
| 2024 | 1 | 96 | $28M |
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 $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ushg 401(k) Plan in NY ($28M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Ushg 401(k) Plan (NY) $28M · 1,496
- Lucky Brand 401(k) Plan (MA) $28M · N/A
- Dakota Specialty Enterprises Retirement Plan (ND) $28M · 162
- Martin K. Eby Construction Co.,Inc. 401(k) Savings Plan (KS) $28M · 128
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.