401(k) · DOL Form 5500 · 2024
Carolina Urology Partners, PLLC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 134
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $226,877
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Carolina Urology Partners, PLLC · North Carolina · Healthcare & Social Assistance
$30M in assets, 134 participants
Carolina Urology Partners, PLLC's Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 134 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.
- #13,678 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #13,678
- in Healthcare & Social Assistance (16,916 peers)
- +6.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,401,575 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 Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust 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 Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust reported participants rose from 130 in the plan year 2023 filing to 134 in the plan year 2024 filing.
DOL schedule card
Filing strip 273905550 · Carolina Urology Partners, PLLC PY 2024 · 401(k)
Carolina Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust · $30M · 134 · 77th
- BOOK $30M
- BOOK 134
- BOOK 77th
- BOOK 401(k)
- BOOK near Wargaming (USA), Inc. 401(k) Plan & Trust
- BOOK ind #13678
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 Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $2M |
| Employer EIN | 273905550 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Urology Partners, PLLC)
Sponsor-wide plan assets over time
All Carolina Urology Partners, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.01078182324227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $24M |
| 2023 | 1 | 130 | $28M |
| 2024 | 1 | 134 | $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 Urology Partners, PLLC Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wargaming (USA), Inc. 401(k) Plan & Trust in TX ($30M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Wargaming (USA), Inc. 401(k) Plan & Trust (TX) $30M · 213
- Rafn Company 401(k) Profit Sharing Plan (WA) $30M · 74
- Educational Data Systems, Inc. 401(k) Plan (MI) $30M · 736
- Cutting Edge Supply 401(k) Plan (CA) $30M · 155
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.