401(k) · DOL Form 5500 · 2024

Emergeortho, P.a. 401(k) Plan

Data updated 2026-08-25

$214M
Total assets Near avg plan size
983
Participants Near avg headcount
95th
Percentile by assets National rank
$217,475
Avg per participant Above avg balance/head
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Official DOL plan name: Emergeortho, P.a. Retirement Plan · Sponsored by Emergeortho, P.a. · North Carolina · Healthcare & Social Assistance

$214M in assets, 983 participants

Emergeortho, P.a.'s Emergeortho, P.a. Retirement Plan reported $214M in total assets and 983 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,084 in Healthcare & Social Assistance (16,916 peers)

Where Emergeortho, P.a. Retirement Plan sits by assets

Emergeortho, P.a. Retirement Plan sits in the top 5% of all filed plans by assets, $214M for 983 participants (~$217,475/participant), up 16.4% in 2024.

#16,084
in Healthcare & Social Assistance (16,916 peers)
+16.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Emergeortho, P.a. Retirement Plan's outsized position by total assets

Emergeortho, P.a. Retirement Plan vs every filed plan by assets

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

$213,777,822 Top 5% higher than 95% 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

Emergeortho, P.a. Retirement 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. Emergeortho, P.a. Retirement Plan sits mid-pack in the medium band (983 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emergeortho, P.a. Retirement Plan end-of-year assets rose from $184M in the plan year 2023 filing to $214M in the plan year 2024 filing.
  • Emergeortho, P.a. Retirement Plan reported participants rose from 935 in the plan year 2023 filing to 983 in the plan year 2024 filing.
  • Emergeortho, P.a. Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561079264 · Emergeortho, P.a. PY 2024 · 401(k)

Emergeortho, P.a. Retirement Plan · $214M · 983 · 95th

  • PART $214M
  • PART 983
  • PART 95th
  • PART 401(k)
  • PART near Americas Styrenics LLC 401(k) Savings and Profit Sharing Plan
  • PART ind #16084

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 →

Emergeortho, P.a. Retirement Plan in the asset neighbourhood

Ames Construction, Inc. Retirement Savings PlanAmes Construction, Inc. Reti…$214MEmergeortho, P.a. Retirement PlanEmergeortho, P.a. Retirement…$214MAmericas Styrenics LLC 401(k) Savings and Profit Sharing PlanAmericas Styrenics LLC 401(k…$214MCapri Holdings Limited (USA) 401(k) PlanCapri Holdings Limited (USA)…$214MFairfax Radiological Consultants Employees' Profit Sharing Plan (Including the Merged Money Purchase Pension Plan)Fairfax Radiological Consult…$214M
End-of-year total assets ($M) among Emergeortho, P.a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$184M
Net Assets (End of Year)$214M
Net Income$32M
Employer EIN561079264
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emergeortho, P.a.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$275M 45.872491866888495% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $188M $275M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 1,835 $188M
2023 2 2,053 $232M
2024 2 2,176 $275M

Nearby 401(k) Plans in North Carolina

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

Emergeortho, P.a. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Emergeortho, P.a. Retirement Plan, Total assets ($B): 0.213777822 · Participants: 983Emergeortho, P.a. Retirement 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
Emergeortho, P.a. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Emergeortho, P.a. Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Americas Styrenics LLC 401(k) Savings and Profit Sharing Plan in TX ($214M); by covered participants it is Holland & Hart Retirement Savings Plan in CO (983 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (983 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 Emergeortho, P.a. Retirement Plan assets move in 2024? ▼
Emergeortho, P.a. Retirement Plan grew sharply - up 16.4% during 2024, from $184M to $214M. Reported net income was $32M.
How have Emergeortho, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emergeortho, P.a.'s sponsor-wide assets grew 45.9%, from $188M to $275M.
Where does Emergeortho, P.a. Retirement Plan rank by assets among Form 5500 filers? ▼
Emergeortho, P.a. Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Emergeortho, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Americas Styrenics LLC 401(k) Savings and Profit Sharing Plan in TX ($214M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Emergeortho, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland & Hart Retirement Savings Plan in CO (983 participants, $525M 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 561079264.

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.