Other · DOL Form 5500 · 2022
Easter Seals Ucp North Carolina & Virginia, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 2,011
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $5,715
- Avg per participant Low balance/head
Official DOL plan name: Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · Sponsored by Easter Seals Ucp North Carolina & Virginia, Inc. · North Carolina · Other Services
$11M in assets, 2,011 participants
Easter Seals Ucp North Carolina & Virginia, Inc.'s Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported $11M in total assets and 2,011 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #6,833 in Other Services (8,398 peers)
Coverage in North Carolina
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan covers 2,011 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $11M.
- #6,833
- in Other Services (8,398 peers)
- -17.1%
- 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.
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's outsized position by total assets
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,492,436 Top 32% higher than 68% 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
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan lands in the large band (2,011 participants).
EBSA filing schedule strip
Filing strip 560670676 · Easter Seals Ucp North Carolina & Virginia, Inc. PY 2022 · Other
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · $11M · 2,011 · 68th
- RANK $11M
- PHOTO 2,011
- IND 68th
- EOY Other
- 5500 near Avance, Inc. 403(b) Plan
- ASSETS ind #6833
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 Other Services retirement plans → · Plans in North Carolina →
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 560670676 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Easter Seals Ucp North Carolina & Virginia, Inc.)
Sponsor-wide plan assets over time
All Easter Seals Ucp North Carolina & Virginia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.639374883651133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,017 | $15M |
| 2023 | 2 | 1,972 | $16M |
| 2024 | 2 | 2,411 | $19M |
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
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Avance, Inc. 403(b) Plan in TX ($11M); by covered participants it is Sturdy Memorial 403(b) Plan in MA (2,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Avance, Inc. 403(b) Plan (TX) $11M · 979
- Meadowood Corporation 403(b) Retirement Plan (PA) $11M · 374
- The Sholom Community Alliance Tax Sheltered Annuity Plan (MN) $12M · 521
- Jannus, Inc. Retirement Plan (ID) $12M · 131
Similar participant headcount
Nearest other-state filings by covered participants (2,011 participants); asset peers above are excluded.
- Sturdy Memorial 403(b) Plan (MA) 2,010 · 1 off
- Elwyn Defined Contribution 403(b) Plan (PA) 2,019 · 8 off
- Altamed Health Services Corporation 403(b) Plan (CA) 2,000 · 11 off
- Kpmg Partner Retirement Savings Plan (NJ) 1,991 · 20 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.