Other · DOL Form 5500 · 2022
Habitat for Humanity of the Charlotte Region Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $21,767
- Avg per participant Low balance/head
Official DOL plan name: Habitat for Humanity Retirement Savings Plan · Sponsored by Habitat for Humanity of the Charlotte Region · North Carolina · Construction
$4M in assets, 161 participants
Habitat for Humanity of the Charlotte Region's Habitat for Humanity Retirement Savings Plan reported $4M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,155 in Construction (9,927 peers)
Coverage in North Carolina
Habitat for Humanity Retirement Savings Plan covers 161 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #4,155
- in Construction (9,927 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Habitat for Humanity Retirement Savings Plan's mid-pack asset rank among Construction and all filers
Habitat for Humanity Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,504,453 43rd percentile higher than 43% 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
Habitat for Humanity Retirement Savings 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. Habitat for Humanity Retirement Savings Plan sits mid-pack in the medium band (161 participants).
Published 5500 schedule card
Filing strip 561366233 · Habitat for Humanity of the Charlotte Region PY 2022 · Other
Habitat for Humanity Retirement Savings Plan · $4M · 161 · 43rd
- TYPE $4M
- TYPE 161
- TYPE 43rd
- TYPE Other
- TYPE near Nuestra Clinica Del Valle Employees Retirement Plan
- TYPE ind #4155
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 Construction retirement plans → · Plans in North Carolina →
Habitat for Humanity Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$131K |
| Employer EIN | 561366233 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Habitat for Humanity of the Charlotte Region)
Sponsor-wide plan assets over time
All Habitat for Humanity of the Charlotte Region plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 77.67594543285358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $4M |
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 203 | $6M |
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
Habitat for Humanity Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Nuestra Clinica Del Valle Employees Retirement Plan in TX ($4M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 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.