Profit Sharing · DOL Form 5500 · 2022

Charlotte Behavioral Health Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
211
Participants Below avg headcount
62nd
Percentile by assets National rank
$40,678
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charlotte Behavioral Health Care, Inc. Retirement Plan · Sponsored by Charlotte Behavioral Health Care, Inc. · Florida · Healthcare & Social Assistance

$9M in assets, 211 participants

Charlotte Behavioral Health Care, Inc.'s Charlotte Behavioral Health Care, Inc. Retirement Plan reported $9M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,545 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Charlotte Behavioral Health Care, Inc. Retirement Plan covers 211 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#13,545
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY

The plan reported a net loss of $907K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charlotte Behavioral Health Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charlotte Behavioral Health Care, Inc. Retirement Plan vs every filed plan by assets

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

$8,582,959 Top 38% higher than 62% 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

Charlotte Behavioral Health Care, Inc. 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. Charlotte Behavioral Health Care, Inc. Retirement Plan sits mid-pack in the medium band (211 participants).

Published 5500 schedule card

Filing strip 591234922 · Charlotte Behavioral Health Care, Inc. PY 2022 · Profit Sharing

Charlotte Behavioral Health Care, Inc. Retirement Plan · $9M · 211 · 62nd

  • TYPE $9M
  • NET 211
  • BOOK 62nd
  • VS-ST Profit Sharing
  • BOY near Pier, Fine Associates Profit Sharing Plan
  • SCH ind #13545

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 Florida →

Charlotte Behavioral Health Care, Inc. Retirement Plan in the asset neighbourhood

Boston Senior Home Care, Inc 403(b) Retirement PlanBoston Senior Home Care, Inc…$9MCharlotte Behavioral Health Care, Inc. Retirement PlanCharlotte Behavioral Health …$9MPier, Fine Associates Profit Sharing PlanPier, Fine Associates Profit…$9MLively Group, LLC 401(k) Profit Sharing PlanLively Group, LLC 401(k) Pro…$9MPasquinelli Produce Co. Profit Sharing PlanPasquinelli Produce Co. Prof…$9M
End-of-year total assets ($M) among Charlotte Behavioral Health Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$907K
Employer EIN591234922
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Behavioral Health Care, Inc.)

Sponsor-wide plan assets over time

All Charlotte Behavioral Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.517784367838644% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.58M $12.2M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 211 $9M
2023 1 218 $10M
2024 1 235 $12M

Nearby Profit Sharing Plans in Florida

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

Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Charlotte Behavioral Health Care, Inc. Retirement Plan, Total assets ($B): 0.008582959 · Participants: 211Charlotte Behavioral Health Care, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Charlotte Behavioral Health Care, Inc. Retirement Plan side-by-side with 3 peers →

Charlotte Behavioral Health Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Pier, Fine Associates Profit Sharing Plan in NY ($9M); by covered participants it is Educational Commission for Foreign Medical Graduates 403(b) Plan in PA (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Charlotte Behavioral Health Care, Inc. Retirement Plan assets move in 2022? ▼
Charlotte Behavioral Health Care, Inc. Retirement Plan pulled back noticeably - down 9.4% during 2022, from $9M to $9M. Reported net income was -$907K.
How have Charlotte Behavioral Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Behavioral Health Care, Inc.'s sponsor-wide assets grew 42.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pier, Fine Associates Profit Sharing Plan in NY ($9M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Educational Commission for Foreign Medical Graduates 403(b) Plan in PA (211 participants, $73M 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 591234922.

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.