401(k) · DOL Form 5500 · 2024
Carolina Digestive Health Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $247,538
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · Sponsored by Carolina Digestive Health Associates, P.a. · North Carolina · Healthcare & Social Assistance
$30M in assets, 122 participants
Carolina Digestive Health Associates, P.a.'s Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported $30M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,661 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan covers 122 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #13,661
- in Healthcare & Social Assistance (16,916 peers)
- +0.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan's outsized position by total assets
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,199,593 Top 23% higher than 77% 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
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) 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. Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported net income rose from -$3M in the plan year 2023 filing to $142K in the plan year 2024 filing.
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 122 in the plan year 2024 filing.
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.
DOL schedule card
Filing strip 561335864 · Carolina Digestive Health Associates, P.a. PY 2024 · 401(k)
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · $30M · 122 · 77th
- EOY $30M
- EOY 122
- EOY 77th
- EOY 401(k)
- EOY near Ticketnetwork, Inc. 401(k) Profit Sharing Plan
- EOY ind #13661
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 →
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $142K |
| Employer EIN | 561335864 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Digestive Health Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Digestive Health Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 8.284580261761764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $33M |
| 2023 | 1 | 94 | $30M |
| 2024 | 1 | 122 | $30M |
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
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ticketnetwork, Inc. 401(k) Profit Sharing Plan in CT ($30M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Ticketnetwork, Inc. 401(k) Profit Sharing Plan (CT) $30M · 353
- Leppo, Inc. Profit Sharing and 401(k) Plan (OH) $30M · 290
- Not-for-Profit Retirement Savings Plan (IL) $30M · 3,150
- Sigma Corporation 401(k) Plan (NJ) $30M · 507
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.