401(k)
2022 plan-year 401(k) DOL Form 5500

Retirement Living Associates, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Retirement Living Associates, Inc. · North Carolina · Healthcare & Social Assistance

What the 2023 filing shows

Retirement Living Associates, Inc. Retirement Plan holds $13M for 542 participants — about $23,281 per participant, down 19.5% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
542
covered participants
$23,281
avg assets per participant
-19.5%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
542
Industry
Healthcare & Social Assistance

What the Filing Says About Retirement Living Associates, Inc. Retirement Plan

Retirement Living Associates, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Retirement Living Associates, Inc., headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 542 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 561691421, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $13M at year-end — a decline of 19.5%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-3,047,882 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-3,047,882
Plan Type401(k)
Employer EIN561691421
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Retirement Living Associates, Inc.)

Year Plans Participants Total Assets
2022 1 542 $13M
2023 1 517 $14M
2024 1 454 $16M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Living Associates, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Retirement Living Associates, Inc. Retirement Plan holds $13M in total assets with 542 participants. It is sponsored by Retirement Living Associates, Inc..
What type of plan is Retirement Living Associates, Inc. Retirement Plan?
Retirement Living Associates, Inc. Retirement Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 561691421.
Who sponsors the Retirement Living Associates, Inc. Retirement Plan?
Retirement Living Associates, Inc. Retirement Plan is sponsored by Retirement Living Associates, Inc., located in North Carolina. The sponsor's EIN is 561691421 and the plan operates in the Healthcare & Social Assistance industry.
How did Retirement Living Associates, Inc. Retirement Plan perform in 2022?
Retirement Living Associates, Inc. Retirement Plan declined by 19.5% during 2022, moving from $16M to $13M in total assets. Net income was $-3,047,882.
Where can I find official filings for Retirement Living Associates, Inc. Retirement Plan?
Official Form 5500 filings for Retirement Living Associates, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561691421 or plan name at efast.dol.gov.
How does Retirement Living Associates, Inc. Retirement Plan compare to other plans?
You can compare Retirement Living Associates, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 561691421.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.