Other · DOL Form 5500 · 2022
Hospice & Palliative Care Charlotte Region Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 573
- Participants
- 84th
- Percentile by assets
- $56,531
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $32M
- total plan assets (2022 EOY)
- 573
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $56,531
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan by total assets, not by location.
Frequently Asked Questions
How did Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan assets move in 2022? ▼
How have Hospice & Palliative Care Charlotte Region plan assets changed over time? ▼
Where does Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan? ▼
Next read for Hospice & Palliative Care Charlotte Regi…
Scale reading
Ways to act on Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's numbers.
- By total assets, Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Hospice & Palliative Care Charlotte Region's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans