401(k) · DOL Form 5500 · 2024
Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $119,431
- Avg per participant Near avg balance/head
Official DOL plan name: Carolinas Center for Surgery 401(k) Plan · Sponsored by Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery · North Carolina · Healthcare & Social Assistance
$15M in assets, 122 participants
Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery's Carolinas Center for Surgery 401(k) Plan reported $15M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,645 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Carolinas Center for Surgery 401(k) Plan covers 122 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.
- #11,645
- in Healthcare & Social Assistance (16,916 peers)
- -28.3%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolinas Center for Surgery 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolinas Center for Surgery 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,570,603 Top 36% higher than 64% 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
Carolinas Center for Surgery 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. Carolinas Center for Surgery 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
- Carolinas Center for Surgery 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Carolinas Center for Surgery 401(k) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Carolinas Center for Surgery 401(k) Plan reported participants rose from 118 in the plan year 2023 filing to 122 in the plan year 2024 filing.
DOL schedule card
Filing strip 561120277 · Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery PY 2024 · 401(k)
Carolinas Center for Surgery 401(k) Plan · $15M · 122 · 64th
- BOOK $15M
- BOOK 122
- BOOK 64th
- BOOK 401(k)
- BOOK near Muza Metal Products, LLC 401(k) Savings Plan
- BOOK ind #11645
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 →
Carolinas Center for Surgery 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$6M |
| Employer EIN | 561120277 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery)
Sponsor-wide plan assets over time
All Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 12.904330292802088% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $17M |
| 2023 | 1 | 118 | $20M |
| 2024 | 1 | 122 | $15M |
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
Carolinas Center for Surgery 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Muza Metal Products, LLC 401(k) Savings Plan in WI ($15M); 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 ($15M here).
- Muza Metal Products, LLC 401(k) Savings Plan (WI) $15M · 169
- The Institute for Applied Network Security 401(k) Plan (MA) $15M · 159
- Woodland Foods 401(k) Plan (IL) $15M · 332
- C.N. Brown Co. 401(k) Plan (ME) $15M · 694
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.