Orthocarolina Pa 401(k) Plan: Login, Facts & Contact Information

Orthocarolina Pa 401(k) Plan Facts

Plan name
ORTHOCAROLINA 401(K)AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORTHOCAROLINA, P.A.
Participants
2,711 (1,689 active employees)
Former employees with a balance
1,026
Plan assets
$363,756,188 at Dec 31, 2024
Average account balance
$133,538 across 2,724 accounts
Employer contributions
$12,380,448 in plan year 2024 (50% of all contributions)
Recordkeeper
Vanguard Group Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 1971
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $24.6 million went into the plan in contributions, $12.4 million of it from the employer (50%).
  • $32.5 million was paid out to participants.
  • Investment and other income added $41.5 million.
  • Administrative expenses were $257,198, about $94 per account.

How the Orthocarolina Pa 401(k) changed, 2015–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20151,766$155.8 million$9.69 million$13.3 million
20202,539$311.3 million$8.43 million$18.9 million
20212,722$343.1 million$10.6 million$30.7 million
20222,504$281.4 million$10.4 million$25.0 million
20232,609$330.4 million$11.6 million$23.1 million
20242,711$363.8 million$12.4 million$32.5 million

Orthocarolina Pa 401(k) Contact Information

Phone
704-323-2034
Mailing address
4601 PARK ROAD SUITE 250, CHARLOTTE NC 282093239
Plan sponsor
ORTHOCAROLINA, P.A.
Employer identification number (EIN)
56-1093722
Plan number
001

Questions about the Orthocarolina Pa 401(k)

Does Orthocarolina Pa contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $12.4 million, 50% of all contributions.

Does the Orthocarolina Pa 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Orthocarolina Pa 401(k) plan?

2,711 participants at the start of plan year 2024, 1,689 of them active employees, and 1,026 former employees who still had money in the plan.

What is the average 401(k) balance at Orthocarolina Pa?

About $133,538 per account: $363.8 million in plan assets across 2,724 accounts with a balance at the end of plan year 2024.

Who manages the Orthocarolina Pa 401(k) accounts?

Vanguard (listed on the filing as VANGUARD GROUP INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Orthocarolina Pa. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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