401(k) · DOL Form 5500 · 2024

Charlotte Gastroenterology & Hepatology, PLLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
160
Participants Small participant base
81st
Percentile by assets National rank
$239,335
Avg per participant Above avg balance/head
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Official DOL plan name: Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan · Sponsored by Charlotte Gastroenterology & Hepatology, PLLC · North Carolina · Healthcare & Social Assistance

$38M in assets, 160 participants

Charlotte Gastroenterology & Hepatology, PLLC's Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan reported $38M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,147 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan covers 160 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.

#14,147
in Healthcare & Social Assistance (16,916 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan's outsized position by total assets

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan vs every filed plan by assets

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

$38,293,558 Top 19% higher than 81% 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

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing 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. Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan reported participants rose from 144 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 562059693 · Charlotte Gastroenterology & Hepatology, PLLC PY 2024 · 401(k)

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan · $38M · 160 · 81st

  • 5500 $38M
  • ASSETS 160
  • PCT 81st
  • EIN 401(k)
  • RANK near Motive Companies, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #14147

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 →

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan in the asset neighbourhood

Evans Bank, N.a. Employees Savings PlanEvans Bank, N.a. Employees S…$38MCharlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing PlanCharlotte Gastroenterology &…$38MMotive Companies, LLC 401(k) Profit Sharing PlanMotive Companies, LLC 401(k)…$38MByrne Dairy, Inc. and Sonbyrne Sales, Inc. 401(k) Profit Sharing PlanByrne Dairy, Inc. and Sonbyr…$38MGwp 401(k) Profit Sharing Retirement PlanGwp 401(k) Profit Sharing Re…$38M
End-of-year total assets ($M) among Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN562059693
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Gastroenterology & Hepatology, PLLC)

Sponsor-wide plan assets over time

All Charlotte Gastroenterology & Hepatology, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 27.703238712102607% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $38.3M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 144 $30M
2023 1 144 $32M
2024 1 160 $38M

Nearby 401(k) Plans in North Carolina

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

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan, Total assets ($B): 0.038293558 · Participants: 160Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing 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
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan side-by-side with 3 peers →

Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Motive Companies, LLC 401(k) Profit Sharing Plan in CA ($38M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan assets move in 2024? ▼
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan grew sharply - up 18.7% during 2024, from $32M to $38M. Reported net income was $6M.
How have Charlotte Gastroenterology & Hepatology, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Gastroenterology & Hepatology, PLLC's sponsor-wide assets grew 27.7%, from $30M to $38M.
Where does Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan ranks in the 81st 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 Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Motive Companies, LLC 401(k) Profit Sharing Plan in CA ($38M, 845 participants).
Which 401(k) plans cover a similar participant headcount to Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 562059693.

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.