401(k) · DOL Form 5500 · 2024
Physicians East PA 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 503
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $226,709
- Avg per participant Above avg balance/head
Official DOL plan name: Physicians East PA Profit Sharing Plan & Trust · Sponsored by Physicians East PA · North Carolina · Healthcare & Social Assistance
$114M in assets, 503 participants
Physicians East PA's Physicians East PA Profit Sharing Plan & Trust reported $114M in total assets and 503 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,621 in Healthcare & Social Assistance (16,916 peers)
Where Physicians East PA Profit Sharing Plan & Trust sits by assets
Physicians East PA Profit Sharing Plan & Trust sits in the top 10% of all filed plans by assets, $114M for 503 participants (~$226,709/participant), up 7.1% in 2024.
- #15,621
- in Healthcare & Social Assistance (16,916 peers)
- +7.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Physicians East PA Profit Sharing Plan & Trust's outsized position by total assets
Physicians East PA Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,034,397 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Physicians East PA Profit Sharing Plan & Trust 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. Physicians East PA Profit Sharing Plan & Trust sits mid-pack in the medium band (503 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Physicians East PA Profit Sharing Plan & Trust reported net income fell from $18M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Physicians East PA Profit Sharing Plan & Trust end-of-year assets rose from $106M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Physicians East PA Profit Sharing Plan & Trust reported participants rose from 483 in the plan year 2023 filing to 503 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561968491 · Physicians East PA PY 2024 · 401(k)
Physicians East PA Profit Sharing Plan & Trust · $114M · 503 · 91st
- EOY $114M
- EOY 503
- EOY 91st
- EOY 401(k)
- EOY near Mag Ds Corp. 401(k) Plan
- EOY ind #15621
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 →
Physicians East PA Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $8M |
| Employer EIN | 561968491 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicians East PA)
Sponsor-wide plan assets over time
All Physicians East PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 28.78255599518521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 495 | $89M |
| 2023 | 1 | 483 | $106M |
| 2024 | 1 | 503 | $114M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Physicians East PA Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Mag Ds Corp. 401(k) Plan in VA ($114M); by covered participants it is Phillips Mushroom Farms 401(k) Plan in PA (503 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- Mag Ds Corp. 401(k) Plan (VA) $114M · 1,011
- Commonwealth Rolled Products, Inc. Hourly 401(k) Plan (OH) $114M · 774
- Dynata, LLC Employee 401(k) Plan (CT) $114M · 922
- Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan (IN) $114M · 127
Similar participant headcount
Nearest other-state filings by covered participants (503 participants); asset peers above are excluded.
- Phillips Mushroom Farms 401(k) Plan (PA) 503 · 0 off
- Regency Centers 401(k) Profit Sharing Plan (FL) 503 · 0 off
- Sbera 401(k) Plan as Adopted by Middlesex Savings Bank (MA) 503 · 0 off
- Seldin, LLC 401(k) Plan (NE) 503 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.