Profit Sharing · DOL Form 5500 · 2022

Carol Woods Retirement Center Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
311
Participants Below avg headcount
55th
Percentile by assets National rank
$19,884
Avg per participant Low balance/head
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Official DOL plan name: The Carol Woods Profit Sharing Plan · Sponsored by Carol Woods Retirement Center · North Carolina · Healthcare & Social Assistance

$6M in assets, 311 participants

Carol Woods Retirement Center's The Carol Woods Profit Sharing Plan reported $6M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,203 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

The Carol Woods Profit Sharing Plan covers 311 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#12,203
in Healthcare & Social Assistance (20,060 peers)
-11.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

The Carol Woods Profit Sharing Plan vs every filed plan by assets

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

$6,183,776 Top 45% higher than 55% 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 Profit Sharing 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 Profit Sharing Plan sits mid-pack in the medium band (311 participants).

Plan-year Form 5500 strip

Filing strip 237271041 · Carol Woods Retirement Center PY 2022 · Profit Sharing

The Carol Woods Profit Sharing Plan · $6M · 311 · 55th

  • PART $6M
  • PART 311
  • PART 55th
  • PART Profit Sharing
  • PART near W. E. Curling Pipeline, Inc. Profit Sharing Plan
  • PART ind #12203

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 Profit Sharing Plan in the asset neighbourhood

Community Health and Counseling Services Discretionary Profit Sharing 401(a)Community Health and Counsel…$6MSpottswoode Retirement Plan$6MRetirement Plan for Faculty and Administrators of Annapolis AreaRetirement Plan for Faculty …$6MThe Carol Woods Profit Sharing PlanThe Carol Woods Profit Shari…$6MW. E. Curling Pipeline, Inc. Profit Sharing PlanW. E. Curling Pipeline, Inc.…$6M
End-of-year total assets ($M) among The Carol Woods Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN237271041
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carol Woods Retirement Center)

Sponsor-wide plan assets over time

All Carol Woods Retirement Center 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 Profit Sharing Plans in North Carolina

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

The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants The Carol Woods Profit Sharing Plan, Total assets ($B): 0.006183776 · Participants: 311The Carol Woods Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare The Carol Woods Profit Sharing Plan side-by-side with 3 peers →

The Carol Woods Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is W. E. Curling Pipeline, Inc. Profit Sharing Plan in VA ($6M); by covered participants it is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Profit Sharing Plan assets move in 2022? ▼
The Carol Woods Profit Sharing Plan pulled back noticeably - down 11.5% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Carol Woods Retirement Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carol Woods Retirement Center's sponsor-wide assets grew 19.2%, from $14M to $17M.
Which Profit Sharing plans are similar in size to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is W. E. Curling Pipeline, Inc. Profit Sharing Plan in VA ($6M, 81 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA (311 participants, $2M 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.