401(k) · DOL Form 5500 · 2024

Medical Specialties, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
195
Participants Below avg headcount
56th
Percentile by assets National rank
$50,753
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medical Specialties, Inc. Retirement Plan · Sponsored by Medical Specialties, Inc. · North Carolina · Manufacturing

$10M in assets, 195 participants

Medical Specialties, Inc.'s Medical Specialties, Inc. Retirement Plan reported $10M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,336 in Manufacturing (17,777 peers)

Coverage in North Carolina

Medical Specialties, Inc. Retirement Plan covers 195 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#7,336
in Manufacturing (17,777 peers)
+13.7%
assets growth YoY

Medical Specialties, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Medical Specialties, Inc. Retirement Plan vs every filed plan by assets

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

$9,896,768 Top 44% higher than 56% 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

Medical Specialties, Inc. Retirement 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. Medical Specialties, Inc. Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medical Specialties, Inc. Retirement Plan reported net income rose from $909K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Medical Specialties, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Medical Specialties, Inc. Retirement Plan reported participants rose from 188 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560750099 · Medical Specialties, Inc. PY 2024 · 401(k)

Medical Specialties, Inc. Retirement Plan · $10M · 195 · 56th

  • PCT $10M
  • EIN 195
  • RANK 56th
  • PHOTO 401(k)
  • IND near Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan
  • EOY ind #7336

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 Manufacturing retirement plans → · Plans in North Carolina →

Medical Specialties, Inc. Retirement Plan in the asset neighbourhood

Medical Specialties, Inc. Retirement PlanMedical Specialties, Inc. Re…$10MPediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing PlanPediatric Cardiology Medical…$10MBueno Foods 401(k) Plan$10MMather Aviation LLC 401(k) Profit Sharing Plan & TrustMather Aviation LLC 401(k) P…$10MHonda World Downey 401(k) PlanHonda World Downey 401(k) Pl…$10M
End-of-year total assets ($M) among Medical Specialties, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN560750099
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Specialties, Inc.)

Sponsor-wide plan assets over time

All Medical Specialties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.97429970691433% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.79M $9.9M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 174 $8M
2023 1 188 $9M
2024 1 195 $10M

Nearby 401(k) Plans in North Carolina

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

Medical Specialties, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Medical Specialties, Inc. Retirement Plan, Total assets ($B): 0.009896768 · Participants: 195Medical Specialties, Inc. Retirement 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
Medical Specialties, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Medical Specialties, Inc. Retirement Plan side-by-side with 3 peers →

Medical Specialties, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Medical Specialties, Inc. Retirement Plan assets move in 2024? ▼
Medical Specialties, Inc. Retirement Plan grew at a solid clip - up 13.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Medical Specialties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Specialties, Inc.'s sponsor-wide assets grew 27.0%, from $8M to $10M.
Which 401(k) plans are similar in size to Medical Specialties, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan in CA ($10M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Medical Specialties, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 560750099.

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.