Profit Sharing · DOL Form 5500 · 2022
Firsthealth of the Carolinas, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 5,217
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $18,176
- Avg per participant Low balance/head
Official DOL plan name: Firsthealth of the Carolinas, Inc. Retirement Growth Plan · Sponsored by Firsthealth of the Carolinas, Inc. · North Carolina · Healthcare & Social Assistance
$95M in assets, 5,217 participants
Firsthealth of the Carolinas, Inc.'s Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported $95M in total assets and 5,217 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,761 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Firsthealth of the Carolinas, Inc. Retirement Growth Plan covers 5,217 participants in North Carolina, 6.4x the typical North Carolina plan (state average ~819 per filing). Assets: $95M.
- #18,761
- in Healthcare & Social Assistance (20,060 peers)
- -16.9%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Firsthealth of the Carolinas, Inc. Retirement Growth Plan's outsized position by total assets
Firsthealth of the Carolinas, Inc. Retirement Growth Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$94,825,390 Top 8% higher than 92% 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. Retirement Growth 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. Retirement Growth Plan lands in the large band (5,217 participants).
Published 5500 schedule card
Filing strip 561936354 · Firsthealth of the Carolinas, Inc. PY 2022 · Profit Sharing
Firsthealth of the Carolinas, Inc. Retirement Growth Plan · $95M · 5,217 · 92nd
- SCH $95M
- SCH 5,217
- SCH 92nd
- SCH Profit Sharing
- SCH near Freeman Retirement Plan
- SCH ind #18761
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. Retirement Growth Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | -$19M |
| 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 Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Baker & Taylor Retirement Savings Plan $60M · 1,358
- Intermec Fssp Spinoff Plan $52M · 91
Scale composition for Firsthealth of the Carolinas, Inc. Retirement Growth Plan
Firsthealth of the Carolinas, Inc. Retirement Growth Plan reports $95M in end-of-year assets across 5,217 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $18,176 per participant (13% of the national average assets-per-participant) . Net income for plan year 2022 was -$19M.
This plan identity (EIN 561936354, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $95M to $121M (+27.8%) 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 | $95M | This page |
| 2023 | 5,519 | $108M | Open filing |
| 2024 · index core | 5,933 | $121M | 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. Retirement Growth Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Freeman Retirement Plan in MO ($95M); by covered participants it is Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund in IL (5,233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
- Freeman Retirement Plan (MO) $95M · 4,338
- Learn4life 403(b) Plan (CA) $95M · 1,831
- Smith Transport, Inc. Profit Sharing Plan (PA) $95M · 984
- Operative Plasterers and Cement Masons Profit Sharing Annuity Plan (OH) $95M · 1,433
Similar participant headcount
Nearest other-state filings by covered participants (5,217 participants); asset peers above are excluded.
- Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) 5,233 · 16 off
- Les Schwab Profit Sharing Retirement Plan (OR) 5,197 · 20 off
- Fairview Health Services Pension Plan (MN) 5,177 · 40 off
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) 5,177 · 40 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.