401(k) · DOL Form 5500 · 2024

Southeastern Orthopaedic Specialists, P.a. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
183
Participants Below avg headcount
87th
Percentile by assets National rank
$379,223
Avg per participant High balance/head
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Official DOL plan name: Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · Sponsored by Southeastern Orthopaedic Specialists, P.a. · North Carolina · Healthcare & Social Assistance

$69M in assets, 183 participants

Southeastern Orthopaedic Specialists, P.a.'s Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan reported $69M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,092 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $69M.

#15,092
in Healthcare & Social Assistance (16,916 peers)
+12.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan's outsized position by total assets

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$69,397,805 Top 13% higher than 87% 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

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) 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. Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 562036047 · Southeastern Orthopaedic Specialists, P.a. PY 2024 · 401(k)

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · $69M · 183 · 87th

  • ASSETS $69M
  • PCT 183
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Ncsoft West 401(k) Plan
  • IND ind #15092

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 →

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Primemed, P. C. 401(k) Plan$69MSagenet 401(k) Plan$69MNlight, Inc. 401(k) Plan$69MSoutheastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing PlanSoutheastern Orthopaedic Spe…$69MNcsoft West 401(k) Plan$69M
End-of-year total assets ($M) among Southeastern Orthopaedic Specialists, P.a. Employees 401(k) 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)$62M
Net Assets (End of Year)$69M
Net Income$8M
Employer EIN562036047
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Orthopaedic Specialists, P.a.)

Sponsor-wide plan assets over time

All Southeastern Orthopaedic Specialists, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 35.8837197226224% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.1M $69.4M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 184 $51M
2023 1 184 $62M
2024 1 183 $69M

Nearby 401(k) Plans in North Carolina

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

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.069397805 · Participants: 183Southeastern Orthopaedic Specialists, P.a. Employees 401(k) 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
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ncsoft West 401(k) Plan in WA ($69M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan assets move in 2024? ▼
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $62M to $69M. Reported net income was $8M.
How have Southeastern Orthopaedic Specialists, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Orthopaedic Specialists, P.a.'s sponsor-wide assets grew 35.9%, from $51M to $69M.
Where does Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan ranks in the 87th 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 Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ncsoft West 401(k) Plan in WA ($69M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M 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 562036047.

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.