Raleigh Orthopaedic Clinic, P.a. 401(k) Plan: Login, Facts & Contact Information

Raleigh Orthopaedic Clinic, P.a. 401(k) Plan Facts

Plan name
RALEIGH ORTHOPAEDIC CLINIC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RALEIGH ORTHOPAEDIC CLINIC, P.A.
Participants
630 (452 active employees)
Former employees with a balance
217
Plan assets
$78,684,334 at Dec 31, 2024
Average account balance
$118,679 across 663 accounts
Employer contributions
$2,673,675 in plan year 2024 (45% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1970
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.90 million went into the plan in contributions, $2.67 million of it from the employer (45%).
  • $2.91 million was paid out to participants.
  • Investment and other income added $7.97 million.
  • Administrative expenses were $48,883, about $74 per account.

How the Raleigh Orthopaedic Clinic, P.a. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019445$49.2 million$1.81 million$8.21 million
2020488$55.0 million$1.87 million$4.57 million
2021500$63.4 million$2.05 million$2.43 million
2022539$56.7 million$2.18 million$2.15 million
2023586$67.8 million$2.15 million$3.42 million
2024630$78.7 million$2.67 million$2.91 million

Raleigh Orthopaedic Clinic, P.a. 401(k) Contact Information

Phone
919-863-6801
Mailing address
3001 EDWARDS MILL ROAD, RALEIGH NC 27612
Plan sponsor
RALEIGH ORTHOPAEDIC CLINIC, P.A.
Employer identification number (EIN)
56-0941814
Plan number
001

Questions about the Raleigh Orthopaedic Clinic, P.a. 401(k)

Does Raleigh Orthopaedic Clinic, P.a contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.67 million, 45% of all contributions.

Does the Raleigh Orthopaedic Clinic, P.a 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Raleigh Orthopaedic Clinic, P.a 401(k) plan?

630 participants at the start of plan year 2024, 452 of them active employees, and 217 former employees who still had money in the plan.

What is the average 401(k) balance at Raleigh Orthopaedic Clinic, P.a?

About $118,679 per account: $78.7 million in plan assets across 663 accounts with a balance at the end of plan year 2024.

Who manages the Raleigh Orthopaedic Clinic, P.a 401(k) accounts?

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

I no longer work at Raleigh Orthopaedic Clinic, P.a. 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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