401(k) · DOL Form 5500 · 2022
The Presbyterian Home at Charlotte Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $28,692
- Avg per participant Low balance/head
Official DOL plan name: The Presbyterian Home at Charlotte, Inc. 401(k) Plan · Sponsored by The Presbyterian Home at Charlotte Inc. · North Carolina · Healthcare & Social Assistance
$5M in assets, 176 participants
The Presbyterian Home at Charlotte Inc.'s The Presbyterian Home at Charlotte, Inc. 401(k) Plan reported $5M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #11,317 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
The Presbyterian Home at Charlotte, Inc. 401(k) Plan covers 176 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #11,317
- in Healthcare & Social Assistance (20,060 peers)
- -25.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Presbyterian Home at Charlotte, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Presbyterian Home at Charlotte, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,049,851 Top 49% higher than 51% 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 Presbyterian Home at Charlotte, Inc. 401(k) Plan 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. The Presbyterian Home at Charlotte, Inc. 401(k) Plan sits mid-pack in the medium band (176 participants).
DOL schedule card
Filing strip 566064186 · The Presbyterian Home at Charlotte Inc. PY 2022 · 401(k)
The Presbyterian Home at Charlotte, Inc. 401(k) Plan · $5M · 176 · 51st
- PHOTO $5M
- IND 176
- EOY 51st
- 5500 401(k)
- ASSETS near Leeann Chin, Inc. 401(k) Plan
- PCT ind #11317
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 →
The Presbyterian Home at Charlotte, Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 566064186 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Presbyterian Home at Charlotte Inc.)
Sponsor-wide plan assets over time
All The Presbyterian Home at Charlotte Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.58186172225676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $5M |
| 2023 | 1 | 154 | $6M |
| 2024 | 1 | 174 | $7M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
The Presbyterian Home at Charlotte, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Leeann Chin, Inc. 401(k) Plan in MN ($5M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Spin-Off Termination Plan for Arranta Bio Ma, LLC (MA) 176 · 0 off
- Empyrean Services LLC 401(k) Plan (PA) 176 · 0 off
- Vpay Benefits Corporation 401(k) Profit Sharing Plan & Trust (MN) 176 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 176 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.