401(k) · DOL Form 5500 · 2024
Carolina Orthopaedic and Neurosurgical Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $114,876
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Carolina Orthopaedic and Neurosurgical Associates, P.a. · South Carolina · Healthcare & Social Assistance
$17M in assets, 150 participants
Carolina Orthopaedic and Neurosurgical Associates, P.a.'s Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,201 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust covers 150 participants in South Carolina, about 41% of the average South Carolina filer (state average ~369 per filing). Assets: $17M.
- #12,201
- in Healthcare & Social Assistance (16,916 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,231,333 Top 33% higher than 67% 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
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) 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. Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to -$22K in the plan year 2024 filing.
- Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported participants fell from 193 in the plan year 2023 filing to 150 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 570510670 · Carolina Orthopaedic and Neurosurgical Associates, P.a. PY 2024 · 401(k)
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · $17M · 150 · 67th
- EOY $17M
- EOY 150
- EOY 67th
- EOY 401(k)
- EOY near Sunshine Developmental School, Inc 401(k) Plan
- EOY ind #12201
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 South Carolina →
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$22K |
| Employer EIN | 570510670 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Orthopaedic and Neurosurgical Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Orthopaedic and Neurosurgical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 18.075615036941514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $15M |
| 2023 | 1 | 193 | $17M |
| 2024 | 1 | 150 | $17M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Sunshine Developmental School, Inc 401(k) Plan in NY ($17M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Sunshine Developmental School, Inc 401(k) Plan (NY) $17M · 150
- Pacemaker Steel and Piping Company, Inc. Employees' Deferred Savings and Profit Sharing Plan (NY) $17M · 289
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) $17M · 213
- Puritan Medical Products Company LP 401(k) Plan (ME) $17M · 339
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.