Other · DOL Form 5500 · 2022

Novant Health Rowan Medical Center LLC Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
101
Participants Small participant base
52nd
Percentile by assets National rank
$51,958
Avg per participant Low balance/head
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Official DOL plan name: Rowan Regional Medical Center, Inc. Incentive Savi · Sponsored by Novant Health Rowan Medical Center LLC · North Carolina · Healthcare & Social Assistance

$5M in assets, 101 participants

Novant Health Rowan Medical Center LLC's Rowan Regional Medical Center, Inc. Incentive Savi reported $5M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,494 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Rowan Regional Medical Center, Inc. Incentive Savi covers 101 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#11,494
in Healthcare & Social Assistance (20,060 peers)
-15.1%
assets change YoY

The plan reported a net loss of $936K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rowan Regional Medical Center, Inc. Incentive Savi's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rowan Regional Medical Center, Inc. Incentive Savi vs every filed plan by assets

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

$5,247,795 Top 48% higher than 52% 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

Rowan Regional Medical Center, Inc. Incentive Savi 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. Rowan Regional Medical Center, Inc. Incentive Savi sits mid-pack in the medium band (101 participants).

Form 5500 schedule snapshot

Filing strip 560547479 · Novant Health Rowan Medical Center LLC PY 2022 · Other

Rowan Regional Medical Center, Inc. Incentive Savi · $5M · 101 · 52nd

  • PART $5M
  • TYPE 101
  • NET 52nd
  • BOOK Other
  • VS-ST near 403(b) Thrift Plan of Sunnyside Community Services, Inc.
  • BOY ind #11494

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 →

Rowan Regional Medical Center, Inc. Incentive Savi in the asset neighbourhood

Compass Tax Deferred Annuity PlanCompass Tax Deferred Annuity…$5MThe Centers for Habilitation 403(b) PlanThe Centers for Habilitation…$5MRowan Regional Medical Center, Inc. Incentive SaviRowan Regional Medical Cente…$5M403(b) Thrift Plan of Sunnyside Community Services, Inc.403(b) Thrift Plan of Sunnys…$5MThe Redwoods 403(b) Retirement PlanThe Redwoods 403(b) Retireme…$5M
End-of-year total assets ($M) among Rowan Regional Medical Center, Inc. Incentive Savi and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$936K
Employer EIN560547479
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novant Health Rowan Medical Center LLC)

Sponsor-wide plan assets over time

All Novant Health Rowan Medical Center LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.6778685142998153% vs 2022
2024 filing year
$5.2M$5.3M$5.4M$5.5M 202220232024 $5.25M $5.44M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 101 $5M
2023 1 89 $5M
2024 1 399 $5M

Nearby Other Plans in North Carolina

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

Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Rowan Regional Medical Center, Inc. Incentive Savi, Total assets ($B): 0.005247795 · Participants: 101Rowan Regional Medical Center, Inc. Incentive SaviThe 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
Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants
Compare Rowan Regional Medical Center, Inc. Incentive Savi side-by-side with 3 peers →

Rowan Regional Medical Center, Inc. Incentive Savi's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Sunnyside Community Services, Inc. in NY ($5M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Rowan Regional Medical Center, Inc. Incentive Savi assets move in 2022? ▼
Rowan Regional Medical Center, Inc. Incentive Savi declined sharply - down 15.1% during 2022, from $6M to $5M. Reported net income was -$936K.
How have Novant Health Rowan Medical Center LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novant Health Rowan Medical Center LLC's sponsor-wide assets grew 3.7%, from $5M to $5M.
Which Other plans are similar in size to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Sunnyside Community Services, Inc. in NY ($5M, 933 participants).
Which Other plans cover a similar participant headcount to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by covered participants is Bcbs Health Plan in NE (101 participants, N/A 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 560547479.

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.