Other · DOL Form 5500 · 2022
Eagle's Nest Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $124,607
- Avg per participant Near avg balance/head
Official DOL plan name: The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan · Sponsored by Eagle's Nest Foundation, Inc. · North Carolina · Educational Services
$1M in assets, 12 participants
Eagle's Nest Foundation, Inc.'s The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #802 in Educational Services (4,024 peers)
Eagle's Nest Foundation, Inc. multi-year trail
Eagle's Nest Foundation, Inc.'s plans moved +17.6% in assets from 2022 to 2023; this filing shows The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan at $1M / 12 participants.
- #802
- in Educational Services (4,024 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan among the smaller filed plans by assets
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,495,283 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 566009912 · Eagle's Nest Foundation, Inc. PY 2022 · Other
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan · $1M · 12 · 30th
- EIN $1M
- RANK 12
- PHOTO 30th
- IND Other
- EOY near Maternity Care Coalition Matching 403(b) Plan
- 5500 ind #802
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 Educational Services retirement plans → · Plans in North Carolina →
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Eagle's Nest Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Eagle's Nest Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 17.583226720293084% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 1 | 16 | $2M |
Eagle's Nest Foundation, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$231K |
| Employer EIN | 566009912 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Maternity Care Coalition Matching 403(b) Plan in PA ($1M); by covered participants it is Sunset Imaging Retirement Plan in PR (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Sunset Imaging Retirement Plan (PR) 12 · 0 off
- EQUITABLE (TX) 12 · 0 off
- 403b Retirement Savings Plan (IL) 12 · 0 off
- Carl J Minniti Md PA Pension Profit Sharing Plan a (NJ) 12 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.