Profit Sharing · DOL Form 5500 · 2022
Charlotte Behavioral Health Care, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 211
- Participants
- 62nd
- Percentile by assets
- $40,678
- Avg per participant
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.
- 62nd percentile by assets (of 139,126 plans)
- #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.
- $9M
- total plan assets (2022 EOY)
- 211
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $40,678
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Charlotte Behavioral Health Care, Inc. Retirement Plan reports 211 participants - about 34% of that state average ($9M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$907K |
| Employer EIN | 591234922 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Behavioral Health Care, Inc.)
| 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
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Charlotte Behavioral Health Care, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Charlotte Behavioral Health Care, Inc. Retirement Plan's numbers.
- By total assets, Charlotte Behavioral Health Care, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Charlotte Behavioral Health Care, Inc.'s sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans