401(k) · DOL Form 5500 · 2024
Drs Burrow Welchel & Culp PA 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $17,297
- Avg per participant Low balance/head
Official DOL plan name: Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust · Sponsored by Drs Burrow Welchel & Culp PA · North Carolina · Healthcare & Social Assistance
$4M in assets, 217 participants
Drs Burrow Welchel & Culp PA's Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,521 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust covers 217 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #6,521
- in Healthcare & Social Assistance (16,916 peers)
- -22.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,753,498 37th percentile higher than 37% 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
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & 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. Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust reported net income fell from -$253K in the plan year 2022 filing to -$1M in the plan year 2024 filing.
- Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $4M in the plan year 2024 filing.
- Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust reported participants rose from 72 in the plan year 2022 filing to 217 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560991477 · Drs Burrow Welchel & Culp PA PY 2024 · 401(k)
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust · $4M · 217 · 37th
- EBSA $4M
- EBSA 217
- EBSA 37th
- EBSA 401(k)
- EBSA near Das North America, Inc. 401(k) Plan
- EBSA ind #6521
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 →
Drs Burrow Welchel & Culp PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 560991477 |
| Plan Effective Date | 1987-11-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Drs Burrow Welchel & Culp PA)
Sponsor-wide plan assets over time
All Drs Burrow Welchel & Culp PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 238.3599517182132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $1M |
| 2024 | 1 | 217 | $4M |
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
Drs Burrow Welchel & Culp PA 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 Das North America, Inc. 401(k) Plan in AL ($4M); by covered participants it is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (217 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.