401(k) · DOL Form 5500 · 2024

Orthopaedic Specialists of Nc, P.a. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
115
Participants Small participant base
58th
Percentile by assets National rank
$98,618
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Specialists of Nc, P.a. 401(k) Plan · Sponsored by Orthopaedic Specialists of Nc, P.a. · North Carolina · Healthcare & Social Assistance

$11M in assets, 115 participants

Orthopaedic Specialists of Nc, P.a.'s Orthopaedic Specialists of Nc, P.a. 401(k) Plan reported $11M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,787 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Orthopaedic Specialists of Nc, P.a. 401(k) Plan covers 115 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#10,787
in Healthcare & Social Assistance (16,916 peers)
+22.2%
assets growth YoY

Orthopaedic Specialists of Nc, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs every filed plan by assets

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

$11,341,055 Top 42% higher than 58% 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

Orthopaedic Specialists of Nc, P.a. 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. Orthopaedic Specialists of Nc, P.a. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopaedic Specialists of Nc, P.a. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Orthopaedic Specialists of Nc, P.a. 401(k) Plan reported participants rose from 97 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562232487 · Orthopaedic Specialists of Nc, P.a. PY 2024 · 401(k)

Orthopaedic Specialists of Nc, P.a. 401(k) Plan · $11M · 115 · 58th

  • BOY $11M
  • BOY 115
  • BOY 58th
  • BOY 401(k)
  • BOY near Meshoppen Stone, Inc. 401(k)
  • BOY ind #10787

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 →

Orthopaedic Specialists of Nc, P.a. 401(k) Plan in the asset neighbourhood

Orthopaedic Specialists of Nc, P.a. 401(k) PlanOrthopaedic Specialists of N…$11MMeshoppen Stone, Inc. 401(k)$11MThe Randolph Co. 401(k) Profit Sharing PlanThe Randolph Co. 401(k) Prof…$11MVolare Health LLC 401(k) Plan$11MPutnam Precision Products, Inc. Profit Sharing 401(k) PlanPutnam Precision Products, I…$11M
End-of-year total assets ($M) among Orthopaedic Specialists of Nc, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN562232487
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Specialists of Nc, P.a.)

Sponsor-wide plan assets over time

All Orthopaedic Specialists of Nc, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.24141544309607% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.26M $11.3M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 80 $7M
2023 1 97 $9M
2024 1 115 $11M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Orthopaedic Specialists of Nc, P.a. 401(k) Plan, Total assets ($B): 0.011341055 · Participants: 115Orthopaedic Specialists of Nc, P.a. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Orthopaedic Specialists of Nc, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Orthopaedic Specialists of Nc, P.a. 401(k) Plan side-by-side with 3 peers →

Orthopaedic Specialists of Nc, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Meshoppen Stone, Inc. 401(k) in PA ($11M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Orthopaedic Specialists of Nc, P.a. 401(k) Plan assets move in 2024? ▼
Orthopaedic Specialists of Nc, P.a. 401(k) Plan grew sharply - up 22.2% during 2024, from $9M to $11M. Reported net income was $2M.
How have Orthopaedic Specialists of Nc, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialists of Nc, P.a.'s sponsor-wide assets grew 56.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Orthopaedic Specialists of Nc, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meshoppen Stone, Inc. 401(k) in PA ($11M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialists of Nc, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 562232487.

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.