Other · DOL Form 5500 · 2022

The Chapel Hill Residential Retirement Center, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
343
Participants Below avg headcount
60th
Percentile by assets National rank
$22,984
Avg per participant Low balance/head
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Official DOL plan name: The Carol Woods Retirement Plan · Sponsored by The Chapel Hill Residential Retirement Center, Inc. · North Carolina · Healthcare & Social Assistance

$8M in assets, 343 participants

The Chapel Hill Residential Retirement Center, Inc.'s The Carol Woods Retirement Plan reported $8M in total assets and 343 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,210 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

The Carol Woods Retirement Plan covers 343 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#13,210
in Healthcare & Social Assistance (20,060 peers)
-9.2%
assets change YoY

The plan reported a net loss of $349K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carol Woods Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Carol Woods Retirement Plan vs every filed plan by assets

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

$7,883,441 Top 40% higher than 60% 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

The Carol Woods Retirement 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. The Carol Woods Retirement Plan sits mid-pack in the medium band (343 participants).

Form 5500 schedule snapshot

Filing strip 237271041 · The Chapel Hill Residential Retirement Center, Inc. PY 2022 · Other

The Carol Woods Retirement Plan · $8M · 343 · 60th

  • EIN $8M
  • EIN 343
  • EIN 60th
  • EIN Other
  • EIN near Scottsdale Christian Academy Inc. 403(b) Retirement Plan
  • EIN ind #13210

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 →

The Carol Woods Retirement Plan in the asset neighbourhood

Madd 403b Plan$8MHigh Meadows School, Inc. 403(b)High Meadows School, Inc. 40…$8MHealth Resources in Action, Inc. 403(b) Tda PlanHealth Resources in Action, …$8MThe Carol Woods Retirement PlanThe Carol Woods Retirement P…$8MScottsdale Christian Academy Inc. 403(b) Retirement PlanScottsdale Christian Academy…$8M
End-of-year total assets ($M) among The Carol Woods Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$349K
Employer EIN237271041
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chapel Hill Residential Retirement Center, Inc.)

Sponsor-wide plan assets over time

All The Chapel Hill Residential Retirement Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.182514921039466% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.1M $16.8M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 654 $14M
2023 2 655 $15M
2024 2 693 $17M

Nearby Other Plans in North Carolina

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

The Carol Woods Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Carol Woods Retirement Plan, Total assets ($B): 0.007883441 · Participants: 343The Carol Woods Retirement 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
The Carol Woods Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare The Carol Woods Retirement Plan side-by-side with 3 peers →

The Carol Woods Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ ($8M); by covered participants it is Fellowship Community 403b Plan in PA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 The Carol Woods Retirement Plan assets move in 2022? ▼
The Carol Woods Retirement Plan pulled back noticeably - down 9.2% during 2022, from $9M to $8M. Reported net income was -$349K.
How have The Chapel Hill Residential Retirement Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chapel Hill Residential Retirement Center, Inc.'s sponsor-wide assets grew 19.2%, from $14M to $17M.
Which Other plans are similar in size to The Carol Woods Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ ($8M, 91 participants).
Which Other plans cover a similar participant headcount to The Carol Woods Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Fellowship Community 403b Plan in PA (343 participants, $4M 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 237271041.

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.