Other · DOL Form 5500 · 2022
Firsthealth of the Carolinas, Inc. Retirement Plan
Data updated 2026-08-25
- $328M
- Total assets Above avg plan size
- 5,217
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $62,786
- Avg per participant Low balance/head
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.
- #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.
- #19,527
- in Healthcare & Social Assistance (20,060 peers)
- -13.9%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
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.
Firsthealth of the Carolinas, Inc. Matching Savings Plan's outsized position by total assets
Firsthealth of the Carolinas, Inc. Matching Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$327,552,743 Top 3% higher than 97% 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
Firsthealth of the Carolinas, Inc. Matching Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Firsthealth of the Carolinas, Inc. Matching Savings Plan lands in the large band (5,217 participants).
Plan-year Form 5500 strip
Filing strip 561936354 · Firsthealth of the Carolinas, Inc. PY 2022 · Other
Firsthealth of the Carolinas, Inc. Matching Savings Plan · $328M · 5,217 · 97th
- SCH $328M
- EBSA 5,217
- PART 97th
- TYPE Other
- NET near Trinity College 403(b) Retirement Plan
- BOOK ind #19527
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 →
Firsthealth of the Carolinas, Inc. Matching Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Firsthealth of the Carolinas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $572M 34.86003295168065% vs 2022
- 2024 filing year
| 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.
- 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)
Firsthealth of the Carolinas, Inc. Matching Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Trinity College 403(b) Retirement Plan in CT ($328M); by covered participants it is William Marsh Rice University Supplemental 403(b) Plan in TX (5,213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,217 participants); asset peers above are excluded.
- William Marsh Rice University Supplemental 403(b) Plan (TX) 5,213 · 4 off
- Monument Health, Inc. 403(b) Plan (SD) 5,239 · 22 off
- Howard University Savings Plan (DC) 5,159 · 58 off
- Hartford Healthcare 403(b)Plan (CT) 5,141 · 76 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.