401(k) · DOL Form 5500 · 2024
Instride Foot & Ankle Specialist PLLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $80,416
- Avg per participant Below avg balance/head
Official DOL plan name: Instride Foot and Ankle Specialists, PLLC 401(k) · Sponsored by Instride Foot & Ankle Specialist PLLC · North Carolina · Healthcare & Social Assistance
$15M in assets, 191 participants
Instride Foot & Ankle Specialist PLLC's Instride Foot and Ankle Specialists, PLLC 401(k) reported $15M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,828 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Instride Foot and Ankle Specialists, PLLC 401(k) covers 191 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.
- #11,828
- in Healthcare & Social Assistance (16,916 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Instride Foot and Ankle Specialists, PLLC 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Instride Foot and Ankle Specialists, PLLC 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,359,425 Top 35% higher than 65% 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
Instride Foot and Ankle Specialists, PLLC 401(k) 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. Instride Foot and Ankle Specialists, PLLC 401(k) sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Instride Foot and Ankle Specialists, PLLC 401(k) reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Instride Foot and Ankle Specialists, PLLC 401(k) end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Instride Foot and Ankle Specialists, PLLC 401(k) reported participants fell from 197 in the plan year 2023 filing to 191 in the plan year 2024 filing.
DOL schedule card
Filing strip 300700851 · Instride Foot & Ankle Specialist PLLC PY 2024 · 401(k)
Instride Foot and Ankle Specialists, PLLC 401(k) · $15M · 191 · 65th
- EBSA $15M
- EBSA 191
- EBSA 65th
- EBSA 401(k)
- EBSA near Ripple Junction Design Co., Inc. 401(k) Profit Sharing Plan
- EBSA ind #11828
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 →
Instride Foot and Ankle Specialists, PLLC 401(k) in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 300700851 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Instride Foot & Ankle Specialist PLLC)
Sponsor-wide plan assets over time
All Instride Foot & Ankle Specialist PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 3.5106939108565687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $15M |
| 2023 | 1 | 197 | $18M |
| 2024 | 1 | 191 | $15M |
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
Instride Foot and Ankle Specialists, PLLC 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ripple Junction Design Co., Inc. 401(k) Profit Sharing Plan in OH ($15M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Ripple Junction Design Co., Inc. 401(k) Profit Sharing Plan (OH) $15M · 114
- Csat Solutions LP 401(k) Plan (TX) $15M · 303
- Health Advocates 401(k) Plan (CA) $15M · 154
- Creekstone Farms Premium Beef, LLC 401(k) Plan (KS) $15M · 1,161
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Brown-Campbell Company 401(k) Plan (MI) 191 · 0 off
- J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 191 · 0 off
- Community Connections, Inc. 401(k) Plan (AK) 191 · 0 off
- Lakeview Clinic Ltd, Retirement Savings Plan (MN) 191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.