401(k) · DOL Form 5500 · 2024
Eagle Physicians and Associates, P.a 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 421
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $195,777
- Avg per participant Above avg balance/head
Official DOL plan name: Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan · Sponsored by Eagle Physicians and Associates, P.a · North Carolina · Healthcare & Social Assistance
$82M in assets, 421 participants
Eagle Physicians and Associates, P.a's Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported $82M in total assets and 421 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.
- #15,293 in Healthcare & Social Assistance (16,916 peers)
Where Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan sits by assets
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $82M for 421 participants (~$195,777/participant), down 5.8% in 2024.
- #15,293
- in Healthcare & Social Assistance (16,916 peers)
- -5.8%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan's outsized position by total assets
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,422,316 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
Eagle Physicians and Associates, P.a. Employees' Savings and 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. Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan sits mid-pack in the medium band (421 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported net income fell from $16M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan reported participants rose from 395 in the plan year 2023 filing to 421 in the plan year 2024 filing.
- Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan end-of-year assets fell from $88M in the plan year 2023 filing to $82M in the plan year 2024 filing.
DOL schedule card
Filing strip 561847193 · Eagle Physicians and Associates, P.a PY 2024 · 401(k)
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan · $82M · 421 · 89th
- ASSETS $82M
- PCT 421
- EIN 89th
- RANK 401(k)
- PHOTO near Macdonald, Illig, Jones & Britton 401(k) Retirement Plan
- IND ind #15293
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 →
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | -$5M |
| Employer EIN | 561847193 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eagle Physicians and Associates, P.a)
Sponsor-wide plan assets over time
All Eagle Physicians and Associates, P.a plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 14.562751617114412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $72M |
| 2023 | 1 | 395 | $88M |
| 2024 | 1 | 421 | $82M |
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
Eagle Physicians and Associates, P.a. Employees' Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Macdonald, Illig, Jones & Britton 401(k) Retirement Plan in PA ($82M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.
- Ubg 401(k) - Frontier Cooperative (NE) 421 · 0 off
- Corning Federal Credit Union 401(k) Plan (NY) 421 · 0 off
- The Rudolph/Libbe Companies Inc 401(k)/Profit Sharing Plan (OH) 421 · 0 off
- Envirobusiness, Inc. 401(k) Plan (MA) 421 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.