Other · DOL Form 5500 · 2022
Caromont Health, Inc. Retirement Plan
Data updated 2026-08-11
- $375M
- Total assets
- 4,211
- Participants
- 97th
- Percentile by assets
- $88,976
- Avg per participant
Official DOL plan name: Caromont Health, Inc. Retirement Savings Plan · Sponsored by Caromont Health, Inc. · North Carolina · Healthcare & Social Assistance
$375M in assets, 4,211 participants
Caromont Health, Inc.'s Caromont Health, Inc. Retirement Savings Plan reported $375M in total assets and 4,211 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.
- 97th percentile by assets (of 139,126 plans)
- #19,580 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Caromont Health, Inc. Retirement Savings Plan covers 4,211 participants in North Carolina, 5.1x the typical North Carolina plan (state average ~819 per filing). Assets: $375M.
- $375M
- total plan assets (2022 EOY)
- 4,211
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $88,976
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Caromont Health, Inc. Retirement Savings Plan sits by total assets
Caromont Health, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$374,675,935 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
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Caromont Health, Inc. Retirement Savings Plan reports 4,211 participants - 5.1x that state average ($375M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $439M |
|---|---|
| Net Assets (End of Year) | $375M |
| Net Income | -$65M |
| Employer EIN | 581636959 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caromont Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,920 | $587M |
| 2023 | 2 | 5,116 | $557M |
| 2024 | 2 | 5,532 | $569M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Caromont Health, Inc. Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $328M · 5,217
Similar-Sized Other Plans Nationally
Other plans in other states closest to Caromont Health, Inc. Retirement Savings Plan by total assets, not by location.
- Midwestern University Retirement Plan (IL) $374M · 1,585
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) $374M · 2,108
- Cook Children's Health Care System Retirement Plan (TX) $376M · 7,398
- Penn State Health Tax Sheltered Annuity Program (PA) $373M · 16,787
Frequently Asked Questions
How did Caromont Health, Inc. Retirement Savings Plan assets move in 2022? ▼
How have Caromont Health, Inc. plan assets changed over time? ▼
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Next read for Caromont Health, Inc. Retirement Savings…
Filing takeaways
Ways to act on Caromont Health, Inc. Retirement Savings Plan's numbers.
- By total assets, Caromont Health, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Caromont Health, Inc.'s sponsor-wide assets have declined 3.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans