401(k)
2024 plan-year 401(k) DOL Form 5500

EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EAGLE PHYSICIANS AND ASSOCIATES, P.A

This 401(k) plan holds $82M in total assets and serves 421 participants as of 2024. It is sponsored by EAGLE PHYSICIANS AND ASSOCIATES, P.A in North Carolina. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$82M
Participants
421
Industry
Healthcare & Social Assistance

What the Filing Says About EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN

EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN is a 401(k) retirement plan sponsored by EAGLE PHYSICIANS AND ASSOCIATES, P.A, headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 421 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 561847193, and the plan has been effective since 1995-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $88M at the beginning of 2024 to $82M at year-end — a decline of 5.8%. Net assets (after liabilities) closed the year at $82M, with reported net income of $-5,082,879 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$88M
Total Assets (End of Year)$82M
Net Assets (End of Year)$82M
Net Income$-5,082,879
Plan Type401(k)
Employer EIN561847193
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EAGLE PHYSICIANS AND ASSOCIATES, P.A)

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.

Frequently Asked Questions

How much money is in the EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN?
As of the 2024 Form 5500 filing, EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN holds $82M in total assets with 421 participants. It is sponsored by EAGLE PHYSICIANS AND ASSOCIATES, P.A.
What type of plan is EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN?
EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN is a 401(k) plan. It has been effective since 1995-04-01. The plan is filed with the U.S. Department of Labor under EIN 561847193.
Who sponsors the EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN?
EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN is sponsored by EAGLE PHYSICIANS AND ASSOCIATES, P.A, located in North Carolina. The sponsor's EIN is 561847193 and the plan operates in the Healthcare & Social Assistance industry.
How did EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN perform in 2024?
EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN declined by 5.8% during 2024, moving from $88M to $82M in total assets. Net income was $-5,082,879.
Where can I find official filings for EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN?
Official Form 5500 filings for EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561847193 or plan name at efast.dol.gov.
How does EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN compare to other plans?
You can compare EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 561847193.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.