Other · DOL Form 5500 · 2022
Carolina Village, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 304
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $19,296
- Avg per participant Low balance/head
Official DOL plan name: Carolina Village, Inc. Tax Sheltered Annuity Plan · Sponsored by Carolina Village, Inc. · North Carolina · Healthcare & Social Assistance
$6M in assets, 304 participants
Carolina Village, Inc.'s Carolina Village, Inc. Tax Sheltered Annuity Plan reported $6M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #11,966 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Carolina Village, Inc. Tax Sheltered Annuity Plan covers 304 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #11,966
- in Healthcare & Social Assistance (20,060 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Village, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolina Village, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,866,030 Top 46% higher than 54% 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
Carolina Village, Inc. Tax Sheltered Annuity 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. Carolina Village, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (304 participants).
Plan-year Form 5500 strip
Filing strip 237179679 · Carolina Village, Inc. PY 2022 · Other
Carolina Village, Inc. Tax Sheltered Annuity Plan · $6M · 304 · 54th
- PHOTO $6M
- IND 304
- EOY 54th
- 5500 Other
- ASSETS near Hendricks Community Hospital Association 403(b) Plan
- PCT ind #11966
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 →
Carolina Village, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 237179679 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Village, Inc.)
Sponsor-wide plan assets over time
All Carolina Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 55.18418760217728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $6M |
| 2023 | 1 | 355 | $7M |
| 2024 | 1 | 355 | $9M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Carolina Village, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Hendricks Community Hospital Association 403(b) Plan in MN ($6M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.
- Williamsburg Landing, Inc. 403(b) Retirement Plan (VA) 304 · 0 off
- Falcons Landing 403(b) Plan (VA) 304 · 0 off
- Wellpoint Care Network 403(b) Retirement Plan (WI) 304 · 0 off
- Yerba Buena Center for the Arts 403(b) Annuity Matching Plan (CA) 304 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.