401(k) · DOL Form 5500 · 2024
Raleigh Orthopaedic Clinic, P.a. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 422
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $186,456
- Avg per participant Above avg balance/head
Official DOL plan name: Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · Sponsored by Raleigh Orthopaedic Clinic, P.a. · North Carolina · Healthcare & Social Assistance
$79M in assets, 422 participants
Raleigh Orthopaedic Clinic, P.a.'s Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported $79M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,253 in Healthcare & Social Assistance (16,916 peers)
Where Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust sits by assets
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $79M for 422 participants (~$186,456/participant), up 16.1% in 2024.
- #15,253
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,684,334 Top 11% higher than 89% 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
Raleigh Orthopaedic Clinic 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. Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $68M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported participants rose from 386 in the plan year 2023 filing to 422 in the plan year 2024 filing.
- Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 560941814 · Raleigh Orthopaedic Clinic, P.a. PY 2024 · 401(k)
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · $79M · 422 · 89th
- RANK $79M
- RANK 422
- RANK 89th
- RANK 401(k)
- RANK near Dominium 401(k) Retirement Savings Plan
- RANK ind #15253
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 →
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $11M |
| Employer EIN | 560941814 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raleigh Orthopaedic Clinic, P.a.)
Sponsor-wide plan assets over time
All Raleigh Orthopaedic Clinic, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 38.8813224388455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $57M |
| 2023 | 1 | 386 | $68M |
| 2024 | 1 | 422 | $79M |
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
Raleigh Orthopaedic Clinic 401(k) 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 Dominium 401(k) Retirement Savings Plan in MN ($79M); by covered participants it is Manchester Tank & Equipment Co. 401(k) Plan in AL (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Dominium 401(k) Retirement Savings Plan (MN) $79M · 1,192
- World Market 401(k) Plan (CA) $79M · 4,538
- Accosys, Inc. 401(k) Profit Sharing Plan (KS) $79M · 946
- The Windquest Group 401(k) Retirement Savings Plan (MI) $79M · 1,187
Similar participant headcount
Nearest other-state filings by covered participants (422 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.