401(k) · DOL Form 5500 · 2024

Emergeortho, P.a. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,193
Participants Near avg headcount
86th
Percentile by assets National rank
$51,117
Avg per participant Low balance/head
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Official DOL plan name: Emergeortho PA Retirement Plan 2 · Sponsored by Emergeortho, P.a. · North Carolina · Healthcare & Social Assistance

$61M in assets, 1,193 participants

Emergeortho, P.a.'s Emergeortho PA Retirement Plan 2 reported $61M in total assets and 1,193 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,929 in Healthcare & Social Assistance (16,916 peers)

Where Emergeortho PA Retirement Plan 2 sits by assets

Emergeortho PA Retirement Plan 2 sits in the top quartile of all filed plans by assets, $61M for 1,193 participants (~$51,117/participant), up 25.4% in 2024.

#14,929
in Healthcare & Social Assistance (16,916 peers)
+25.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Emergeortho PA Retirement Plan 2's outsized position by total assets

Emergeortho PA Retirement Plan 2 vs every filed plan by assets

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

$60,983,051 Top 14% higher than 86% 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 PA Retirement Plan 2's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emergeortho PA Retirement Plan 2 lands in the large band (1,193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emergeortho PA Retirement Plan 2 end-of-year assets rose from $49M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Emergeortho PA Retirement Plan 2 reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Emergeortho PA Retirement Plan 2 reported participants rose from 1,118 in the plan year 2023 filing to 1,193 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 PA Retirement Plan 2 · $61M · 1,193 · 86th

  • BOY $61M
  • BOY 1,193
  • BOY 86th
  • BOY 401(k)
  • BOY near Lerch Bates 401(k) Retirement Plan
  • BOY ind #14929

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 PA Retirement Plan 2 in the asset neighbourhood

Meltwater News US Inc. 401(k) PlanMeltwater News US Inc. 401(k…$61MNew England Orthopedic Surgeons, Inc. 401(k) Plan & TrustNew England Orthopedic Surge…$61MEmergeortho PA Retirement Plan 2Emergeortho PA Retirement Pl…$61MLerch Bates 401(k) Retirement PlanLerch Bates 401(k) Retiremen…$61MKlingenstein, Fields & Co., L.P. Savings and Investment PlanKlingenstein, Fields & Co., …$61M
End-of-year total assets ($M) among Emergeortho PA Retirement Plan 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN561079264
Plan Effective Date2022-01-01
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 PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Emergeortho PA Retirement Plan 2, Total assets ($B): 0.060983051 · Participants: 1193Emergeortho PA Retirement Plan 2The 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 PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Emergeortho PA Retirement Plan 2 side-by-side with 3 peers →

Emergeortho PA Retirement Plan 2's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lerch Bates 401(k) Retirement Plan in CO ($61M); by covered participants it is Northwest Natural Gas Company Retirement K Savings Plan in OR (1,193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,193 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 PA Retirement Plan 2 assets move in 2024? ▼
Emergeortho PA Retirement Plan 2 grew sharply - up 25.4% during 2024, from $49M to $61M. Reported net income was $10M.
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 PA Retirement Plan 2 rank by assets among Form 5500 filers? ▼
Emergeortho PA Retirement Plan 2 ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emergeortho PA Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by assets is Lerch Bates 401(k) Retirement Plan in CO ($61M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Emergeortho PA Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Natural Gas Company Retirement K Savings Plan in OR (1,193 participants, $343M 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.