Defined Benefit (Pension) · DOL Form 5500 · 2024

Orthocarolina, P.a. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
120
Participants Small participant base
79th
Percentile by assets National rank
$285,164
Avg per participant High balance/head
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Official DOL plan name: Orthocarolina Cash Balance Pension Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance

$34M in assets, 120 participants

Orthocarolina, P.a.'s Orthocarolina Cash Balance Pension Plan reported $34M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,931 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Orthocarolina Cash Balance Pension Plan covers 120 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $34M.

#13,931
in Healthcare & Social Assistance (16,916 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthocarolina Cash Balance Pension Plan's outsized position by total assets

Orthocarolina Cash Balance Pension Plan vs every filed plan by assets

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

$34,219,636 Top 21% higher than 79% 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

Orthocarolina Cash Balance Pension 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. Orthocarolina Cash Balance Pension Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthocarolina Cash Balance Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Orthocarolina Cash Balance Pension Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Orthocarolina Cash Balance Pension Plan reported participants fell from 124 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561093722 · Orthocarolina, P.a. PY 2024 · Defined Benefit (Pension)

Orthocarolina Cash Balance Pension Plan · $34M · 120 · 79th

  • 5500 $34M
  • 5500 120
  • 5500 79th
  • 5500 Defined Benefit (Pension)
  • 5500 near Food Pantry, Ltd. Pension Plan
  • 5500 ind #13931

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 →

Orthocarolina Cash Balance Pension Plan in the asset neighbourhood

Austin Telco Fcu Retirement PlanAustin Telco Fcu Retirement …$34MOrthocarolina Cash Balance Pension PlanOrthocarolina Cash Balance P…$34MFood Pantry, Ltd. Pension PlanFood Pantry, Ltd. Pension Pl…$34MNovelis Terre Haute Hourly Pension PlanNovelis Terre Haute Hourly P…$34MStaff Retirement Plan of the Excavators Union Local 731Staff Retirement Plan of the…$34M
End-of-year total assets ($M) among Orthocarolina Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN561093722
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocarolina, P.a.)

Sponsor-wide plan assets over time

All Orthocarolina, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$398M 28.772815326267846% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $309M $398M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 1,670 $309M
2023 2 1,735 $362M
2024 2 1,821 $398M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Orthocarolina Cash Balance Pension Plan, Total assets ($B): 0.034219636 · Participants: 120Orthocarolina Cash Balance Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Orthocarolina Cash Balance Pension Plan side-by-side with 3 peers →

Orthocarolina Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Food Pantry, Ltd. Pension Plan in HI ($34M); by covered participants it is The Okonite Company Cash Balance Pension Plan in NJ (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Orthocarolina Cash Balance Pension Plan assets move in 2024? ▼
Orthocarolina Cash Balance Pension Plan grew at a solid clip - up 9.6% during 2024, from $31M to $34M. Reported net income was $3M.
How have Orthocarolina, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocarolina, P.a.'s sponsor-wide assets grew 28.8%, from $309M to $398M.
Where does Orthocarolina Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Orthocarolina Cash Balance Pension Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Food Pantry, Ltd. Pension Plan in HI ($34M, 155 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Okonite Company Cash Balance Pension Plan in NJ (120 participants, $55M 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 561093722.

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.