Other · DOL Form 5500 · 2022
Carolina Meadows, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 572
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $20,396
- Avg per participant Low balance/head
Official DOL plan name: Carolina Meadows 403(b) Retirement Plan · Sponsored by Carolina Meadows, Inc. · North Carolina · Healthcare & Social Assistance
$12M in assets, 572 participants
Carolina Meadows, Inc.'s Carolina Meadows 403(b) Retirement Plan reported $12M in total assets and 572 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.
- #14,659 in Healthcare & Social Assistance (20,060 peers)
Carolina Meadows, Inc. multi-year trail
Carolina Meadows, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Carolina Meadows 403(b) Retirement Plan at $12M / 572 participants.
- #14,659
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- 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 Meadows 403(b) Retirement Plan's outsized position by total assets
Carolina Meadows 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,666,440 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
Carolina Meadows 403(b) 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. Carolina Meadows 403(b) Retirement Plan sits mid-pack in the medium band (572 participants).
Plan-year Form 5500 strip
Filing strip 561380014 · Carolina Meadows, Inc. PY 2022 · Other
Carolina Meadows 403(b) Retirement Plan · $12M · 572 · 68th
- EOY $12M
- EOY 572
- EOY 68th
- EOY Other
- EOY near Sunset Association Retirement Savings Plan
- EOY ind #14659
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 Meadows 403(b) Retirement Plan in the asset neighbourhood
Carolina Meadows, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Meadows, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 37.15491615265668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $12M |
| 2023 | 1 | 455 | $14M |
| 2024 | 1 | 498 | $16M |
Carolina Meadows, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 561380014 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
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 Meadows 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Sunset Association Retirement Savings Plan in MI ($12M); by covered participants it is Xavier University of Louisiana Defined Contribution Retirement Plan in LA (572 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (572 participants); asset peers above are excluded.
- Xavier University of Louisiana Defined Contribution Retirement Plan (LA) 572 · 0 off
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) 571 · 1 off
- Brigham Young University Hawaii Tax-Deferred Annuity Plan (HI) 571 · 1 off
- Employee Benefit Plan of Community Action Corporation of South Texas (TX) 571 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.