Other · DOL Form 5500 · 2022

Plantation Village, Inc Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
131
Participants Small participant base
28th
Percentile by assets National rank
$10,112
Avg per participant Low balance/head
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Official DOL plan name: Plantation Village, Inc Retirement Program · Sponsored by Plantation Village, Inc · North Carolina · Healthcare & Social Assistance

$1M in assets, 131 participants

Plantation Village, Inc's Plantation Village, Inc Retirement Program reported $1M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,310 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Plantation Village, Inc Retirement Program covers 131 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#5,310
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plantation Village, Inc Retirement Program among the smaller filed plans by assets

Plantation Village, Inc Retirement Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,324,676 28th percentile higher than 28% of 139,123 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 2022

Plantation Village, Inc Retirement Program among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plantation Village, Inc Retirement Program sits mid-pack in the medium band (131 participants).

Form 5500 schedule snapshot

Filing strip 561345076 · Plantation Village, Inc PY 2022 · Other

Plantation Village, Inc Retirement Program · $1M · 131 · 28th

  • BOY $1M
  • SCH 131
  • EBSA 28th
  • PART Other
  • TYPE near 403(b) Thrift Plan of Griffith Centers for Children, Inc.
  • NET ind #5310

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 →

Plantation Village, Inc Retirement Program in the asset neighbourhood

Juile a Staggers Profit Sharing PlanJuile a Staggers Profit Shar…$1MNevada Rural Hospital Partners 403 (B)Nevada Rural Hospital Partne…$1MPlantation Village, Inc Retirement ProgramPlantation Village, Inc Reti…$1M403(b) Thrift Plan of Griffith Centers for Children, Inc.403(b) Thrift Plan of Griffi…$1MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$1M
End-of-year total assets ($M) among Plantation Village, Inc Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$195K
Employer EIN561345076
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plantation Village, Inc)

Sponsor-wide plan assets over time

All Plantation Village, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.25501783077522% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.32M $2.11M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 131 $1M
2023 1 139 $2M
2024 1 145 $2M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Plantation Village, Inc Retirement Program vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Plantation Village, Inc Retirement Program, Total assets ($B): 0.001324676 · Participants: 131Plantation Village, Inc Retirement ProgramThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Plantation Village, Inc Retirement Program vs. nearby Other plans in North Carolina, assets vs. participants
Compare Plantation Village, Inc Retirement Program side-by-side with 3 peers →

Plantation Village, Inc Retirement Program's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Griffith Centers for Children, Inc. in CO ($1M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plantation Village, Inc Retirement Program assets move in 2022? ▼
Plantation Village, Inc Retirement Program pulled back noticeably - down 12.8% during 2022, from $2M to $1M. Reported net income was -$195K.
How have Plantation Village, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plantation Village, Inc's sponsor-wide assets grew 59.3%, from $1M to $2M.
Which Other plans are similar in size to Plantation Village, Inc Retirement Program? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Griffith Centers for Children, Inc. in CO ($1M, 99 participants).
Which Other plans cover a similar participant headcount to Plantation Village, Inc Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561345076.

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.