401(k) · DOL Form 5500 · 2024

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
69
Participants Small participant base
51st
Percentile by assets National rank
$115,087
Avg per participant Below avg balance/head
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Official DOL plan name: Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan · Sponsored by Cape Fear Orthopaedic Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$8M in assets, 69 participants

Cape Fear Orthopaedic Clinic, P.a.'s Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan reported $8M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,436 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan holds $8M for 69 participants - about $115,087 per participant, above the median plan by assets.

#9,436
in Healthcare & Social Assistance (16,916 peers)
+3.7%
assets growth YoY

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

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$7,941,011 Top 49% higher than 51% 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

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan reported participants rose from 27 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan reported net income rose from -$2M in the plan year 2023 filing to $285K in the plan year 2024 filing.
  • Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561047051 · Cape Fear Orthopaedic Clinic, P.a. PY 2024 · 401(k)

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan · $8M · 69 · 51st

  • NET $8M
  • BOOK 69
  • VS-ST 51st
  • BOY 401(k)
  • SCH near Hoover Group, Inc. Employee's Profit Sharing and Savings Plan
  • EBSA ind #9436

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 →

Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan in the asset neighbourhood

Cape Fear Orthopaedic Clinic, P.a. 401(k) PlanCape Fear Orthopaedic Clinic…$8MHoover Group, Inc. Employee's Profit Sharing and Savings PlanHoover Group, Inc. Employee'…$8MProtegrity USA, Inc. Retirement PlanProtegrity USA, Inc. Retirem…$8MNfm Welding Engineers, Inc. 401(k) Profit Sharing PlanNfm Welding Engineers, Inc. …$8MOur Gang Savings Incentive PlanOur Gang Savings Incentive P…$8M
End-of-year total assets ($M) among Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$285K
Employer EIN561047051
Plan Effective Date1973-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Fear Orthopaedic Clinic, P.a.)

Sponsor-wide plan assets over time

All Cape Fear Orthopaedic Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.715886519487223% vs 2023
2024 filing year
$7.6M$7.7M$7.8M$7.9M$8M 20232024 $7.66M $7.94M ▲ +3.7%
Year Plans Participants Total Assets
2023 1 27 $8M
2024 1 69 $8M

Nearby 401(k) Plans in North Carolina

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

Cape Fear Orthopaedic Clinic, 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 ($B) Participants Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan, Total assets ($B): 0.007941011 · Participants: 69Cape Fear Orthopaedic Clinic, 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
Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Cape Fear Orthopaedic Clinic, 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 Hoover Group, Inc. Employee's Profit Sharing and Savings Plan in TX ($8M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan assets move in 2024? ▼
Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan edged up modestly - up 3.7% during 2024, from $8M to $8M. Reported net income was $285K.
How have Cape Fear Orthopaedic Clinic, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cape Fear Orthopaedic Clinic, P.a.'s sponsor-wide assets grew 3.7%, from $8M to $8M.
Which 401(k) plans are similar in size to Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoover Group, Inc. Employee's Profit Sharing and Savings Plan in TX ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Cape Fear Orthopaedic Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 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 561047051.

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.