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
PlainRetire home → About this data RSS: change history

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

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

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

The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement PlanThe Eagles Nest Foundation, …$1MMarc Center 403(b)Retirement PlanMarc Center 403(b)Retirement…$1MElder Services of Cape Cod and the Islands, Inc. 403(b) PlanElder Services of Cape Cod a…$2MMaternity Care Coalition Matching 403(b) PlanMaternity Care Coalition Mat…$1MConference of Western Attorneys General 403b PlanConference of Western Attorn…$1M
End-of-year total assets ($M) among The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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
$1.4M$1.5M$1.6M$1.7M$1.8M 20222023 $1.5M $1.76M ▲ +17.3%
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 EIN566009912
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan, Total assets ($B): 0.001495283 · Participants: 12The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement PlanThe 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
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan assets move in 2022?
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan pulled back noticeably - down 13.4% during 2022, from $2M to $1M. Reported net income was -$231K.
How have Eagle's Nest Foundation, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Eagle's Nest Foundation, Inc.'s sponsor-wide assets grew 17.6%, from $1M to $2M.
Which Other plans are similar in size to The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Maternity Care Coalition Matching 403(b) Plan in PA ($1M, 151 participants).
Which Other plans cover a similar participant headcount to The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Sunset Imaging Retirement Plan in PR (12 participants, $2M in assets).