Other · DOL Form 5500 · 2022

Holy Angels, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
323
Participants Below avg headcount
50th
Percentile by assets National rank
$14,976
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holy Angels, Inc. 403(b) Retirement Savings Plan · Sponsored by Holy Angels, Inc. · North Carolina · Healthcare & Social Assistance

$5M in assets, 323 participants

Holy Angels, Inc.'s Holy Angels, Inc. 403(b) Retirement Savings Plan reported $5M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,119 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Holy Angels, Inc. 403(b) Retirement Savings Plan covers 323 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#11,119
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY

The plan reported a net loss of $708K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holy Angels, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Angels, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$4,837,325 Top 50% higher than 50% 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

Holy Angels, Inc. 403(b) Retirement Savings 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. Holy Angels, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (323 participants).

EBSA filing schedule strip

Filing strip 510230406 · Holy Angels, Inc. PY 2022 · Other

Holy Angels, Inc. 403(b) Retirement Savings Plan · $5M · 323 · 50th

  • PHOTO $5M
  • IND 323
  • EOY 50th
  • 5500 Other
  • ASSETS near Kings College Tax Deferred Annuity Plan Gsra
  • PCT ind #11119

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 →

Holy Angels, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Holy Angels, Inc. 403(b) Retirement Savings PlanHoly Angels, Inc. 403(b) Ret…$5MKings College Tax Deferred Annuity Plan GsraKings College Tax Deferred A…$5MWheeler Mission Ministries, Inc. 403(b) Retirement PlanWheeler Mission Ministries, …$5MThe Council on Recovery 403(b) PlanThe Council on Recovery 403(…$5MOccupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$5M
End-of-year total assets ($M) among Holy Angels, Inc. 403(b) Retirement Savings Plan 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-$708K
Employer EIN510230406
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Angels, Inc.)

Sponsor-wide plan assets over time

All Holy Angels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.11973042952458% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.84M $6.44M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 323 $5M
2023 1 306 $6M
2024 1 360 $6M

Nearby Other Plans in North Carolina

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

Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Holy Angels, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.004837325 · Participants: 323Holy Angels, Inc. 403(b) Retirement Savings 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
Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants

Holy Angels, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Kings College Tax Deferred Annuity Plan Gsra in PA ($5M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Holy Angels, Inc. 403(b) Retirement Savings Plan assets move in 2022?
Holy Angels, Inc. 403(b) Retirement Savings Plan pulled back noticeably - down 12.8% during 2022, from $6M to $5M. Reported net income was -$708K.
How have Holy Angels, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Holy Angels, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $6M.
Which Other plans are similar in size to Holy Angels, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Kings College Tax Deferred Annuity Plan Gsra in PA ($5M, 29 participants).
Which Other plans cover a similar participant headcount to Holy Angels, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Icahn Charter School Retirement Savings Plan in NY (323 participants, $15M in assets).