Other · DOL Form 5500 · 2022
Hospice & Palliative Care Charlotte Region Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 573
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $56,531
- Avg per participant Low balance/head
Official DOL plan name: Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan · Sponsored by Hospice & Palliative Care Charlotte Region · North Carolina · Healthcare & Social Assistance
$32M in assets, 573 participants
Hospice & Palliative Care Charlotte Region's Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan reported $32M in total assets and 573 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #17,310 in Healthcare & Social Assistance (20,060 peers)
Where Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits by assets
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits in the top quartile of all filed plans by assets, $32M for 573 participants (~$56,531/participant), up 0.7% in 2022.
- #17,310
- in Healthcare & Social Assistance (20,060 peers)
- +0.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's outsized position by total assets
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,392,111 Top 16% higher than 84% 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
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership 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. Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits mid-pack in the medium band (573 participants).
Published 5500 schedule card
Filing strip 561219017 · Hospice & Palliative Care Charlotte Region PY 2022 · Other
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan · $32M · 573 · 84th
- ASSETS $32M
- PCT 573
- EIN 84th
- RANK Other
- PHOTO near Frontier Behavioral Health 403(b) Investment Plan
- IND ind #17310
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 →
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 561219017 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice & Palliative Care Charlotte Region)
Sponsor-wide plan assets over time
All Hospice & Palliative Care Charlotte Region plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 38.37356879889675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 573 | $32M |
| 2023 | 1 | 755 | $39M |
| 2024 | 1 | 829 | $45M |
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
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Frontier Behavioral Health 403(b) Investment Plan in WA ($32M); by covered participants it is Mental Health Association, Inc. 403(b) Retirement Plan in MA (573 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (573 participants); asset peers above are excluded.
- Mental Health Association, Inc. 403(b) Retirement Plan (MA) 573 · 0 off
- Aurora Mental Health Retirement Savings Plan (CO) 574 · 1 off
- Xavier University of Louisiana Defined Contribution Retirement Plan (LA) 572 · 1 off
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) 571 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.