Other · DOL Form 5500 · 2022
Firsthealth of the Carolinas, Inc. Retirement Plan
Data updated 2026-08-11
- $328M
- Total assets
- 5,217
- Participants
- 97th
- Percentile by assets
- $62,786
- Avg per participant
Official DOL plan name: Firsthealth of the Carolinas, Inc. Matching Savings Plan · Sponsored by Firsthealth of the Carolinas, Inc. · North Carolina · Healthcare & Social Assistance
$328M in assets, 5,217 participants
Firsthealth of the Carolinas, Inc.'s Firsthealth of the Carolinas, Inc. Matching Savings Plan reported $328M in total assets and 5,217 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,527 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Firsthealth of the Carolinas, Inc. Matching Savings Plan covers 5,217 participants in North Carolina, 6.4x the typical North Carolina plan (state average ~819 per filing). Assets: $328M.
- $328M
- total plan assets (2022 EOY)
- 5,217
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $62,786
- avg assets per participant
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Firsthealth of the Carolinas, Inc. Matching Savings Plan reports 5,217 participants - 6.4x that state average ($328M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $381M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | -$53M |
| Employer EIN | 561936354 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firsthealth of the Carolinas, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,478 | $424M |
| 2023 | 3 | 11,077 | $497M |
| 2024 | 2 | 11,866 | $572M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Firsthealth of the Carolinas, Inc. Matching Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Scale composition for Firsthealth of the Carolinas, Inc. Matching Savings Plan
Firsthealth of the Carolinas, Inc. Matching Savings Plan reports $328M in end-of-year assets across 5,217 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $62,786 per participant (45% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.
This plan identity (EIN 561936354, plan #402) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $328M to $451M (+37.6%) while covered participants moved from 5,217 to 5,933 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,217 | $328M | This page |
| 2023 | 5,520 | $389M | Open filing |
| 2024 · index core | 5,933 | $451M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (Other, $451M, 5,933 participants)
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan (Profit Sharing, $121M, 5,933 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Firsthealth of the Carolinas, Inc. Matching Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Firsthealth of the Carolinas, Inc. Matching Savings Plan assets move in 2022? ▼
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Next read for Firsthealth of the Carolinas, Inc. Match…
Filing takeaways
Ways to act on Firsthealth of the Carolinas, Inc. Matching Savings Plan's numbers.
- By total assets, Firsthealth of the Carolinas, Inc. Matching Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Firsthealth of the Carolinas, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans