Other · DOL Form 5500 · 2022
Blue Ridge Healthcare System Retirement Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 2,205
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $39,215
- Avg per participant Low balance/head
Official DOL plan name: Blue Ridge Healthcare System Retirement Savings Plan · Sponsored by Blue Ridge Healthcare System · North Carolina · Healthcare & Social Assistance
$86M in assets, 2,205 participants
Blue Ridge Healthcare System's Blue Ridge Healthcare System Retirement Savings Plan reported $86M in total assets and 2,205 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,668 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Blue Ridge Healthcare System Retirement Savings Plan covers 2,205 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $86M.
- #18,668
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Ridge Healthcare System Retirement Savings Plan's outsized position by total assets
Blue Ridge Healthcare System Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$86,469,568 Top 8% higher than 92% 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
Blue Ridge Healthcare System Retirement Savings 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. Blue Ridge Healthcare System Retirement Savings Plan lands in the large band (2,205 participants).
DOL schedule card
Filing strip 562150313 · Blue Ridge Healthcare System PY 2022 · Other
Blue Ridge Healthcare System Retirement Savings Plan · $86M · 2,205 · 92nd
- EOY $86M
- EOY 2,205
- EOY 92nd
- EOY Other
- EOY near Endicott College DC Retirement Plan
- EOY ind #18668
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 →
Blue Ridge Healthcare System Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$13M |
| Employer EIN | 562150313 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Ridge Healthcare System)
Sponsor-wide plan assets over time
All Blue Ridge Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 31.07147013848849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,205 | $86M |
| 2023 | 1 | 2,213 | $102M |
| 2024 | 1 | 2,392 | $113M |
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
Blue Ridge Healthcare System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Endicott College DC Retirement Plan in MA ($87M); by covered participants it is Aim Services, Inc. 403(b) Plan in NY (2,202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Endicott College DC Retirement Plan (MA) $87M · 814
- Earthjustice Retirement Annuity Plan (CA) $87M · 499
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) $87M · 7,303
- Tuality Healthcare Performance Retirement Plan - 403(b) (OR) $87M · 1,242
Similar participant headcount
Nearest other-state filings by covered participants (2,205 participants); asset peers above are excluded.
- Aim Services, Inc. 403(b) Plan (NY) 2,202 · 3 off
- The Kendal Corporation 403(b) Plan (DE) 2,213 · 8 off
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) 2,216 · 11 off
- Pace University Defined Contribution Retirement Plan (NY) 2,221 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.