401(k) · DOL Form 5500 · 2024

Boice-Willis Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
312
Participants Below avg headcount
90th
Percentile by assets National rank
$310,867
Avg per participant High balance/head
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Official DOL plan name: Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan · Sponsored by Boice-Willis Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$97M in assets, 312 participants

Boice-Willis Clinic, P.a.'s Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported $97M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,460 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan covers 312 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $97M.

#15,460
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan's outsized position by total assets

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$96,990,493 Top 10% higher than 90% 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

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing 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. Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan end-of-year assets rose from $85M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan reported participants rose from 300 in the plan year 2023 filing to 312 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561025986 · Boice-Willis Clinic, P.a. PY 2024 · 401(k)

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan · $97M · 312 · 90th

  • EBSA $97M
  • PART 312
  • TYPE 90th
  • NET 401(k)
  • BOOK near Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan
  • VS-ST ind #15460

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 →

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan in the asset neighbourhood

Barry University 401(k) Plan$97MPower & Telephone Supply Company 401(k) PlanPower & Telephone Supply Com…$97MBoice-Willis Clinic, P.a. 401(k) and Profit Sharing PlanBoice-Willis Clinic, P.a. 40…$97MAnderson Trucking Service, Inc. Profit Sharing and 401(k) PlanAnderson Trucking Service, I…$97MTriwest Healthcare Alliance Corp 401(k) PlanTriwest Healthcare Alliance …$97M
End-of-year total assets ($M) among Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$97M
Net Income$12M
Employer EIN561025986
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boice-Willis Clinic, P.a.)

Sponsor-wide plan assets over time

All Boice-Willis Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 23.294191768413626% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $78.7M $97M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 314 $79M
2023 1 300 $85M
2024 1 312 $97M

Nearby 401(k) Plans in North Carolina

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

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan, Total assets ($B): 0.096990493 · Participants: 312Boice-Willis Clinic, P.a. 401(k) and Profit Sharing 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
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN ($97M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $85M to $97M. Reported net income was $12M.
How have Boice-Willis Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boice-Willis Clinic, P.a.'s sponsor-wide assets grew 23.3%, from $79M to $97M.
Where does Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN ($97M, 1,357 participants).
Which 401(k) plans cover a similar participant headcount to Boice-Willis Clinic, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M 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 561025986.

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.