Other · DOL Form 5500 · 2022
Carolina Caring, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $28,646
- Avg per participant Low balance/head
Official DOL plan name: Carolina Caring Retirement Plan · Sponsored by Carolina Caring, Inc. · North Carolina · Healthcare & Social Assistance
$10M in assets, 356 participants
Carolina Caring, Inc.'s Carolina Caring Retirement Plan reported $10M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #14,177 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Carolina Caring Retirement Plan covers 356 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.
- #14,177
- in Healthcare & Social Assistance (20,060 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Caring Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolina Caring Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,197,996 Top 35% higher than 65% 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 Caring 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 Caring Retirement Plan sits mid-pack in the medium band (356 participants).
DOL schedule card
Filing strip 561242526 · Carolina Caring, Inc. PY 2022 · Other
Carolina Caring Retirement Plan · $10M · 356 · 65th
- PCT $10M
- EIN 356
- RANK 65th
- PHOTO Other
- IND near South Peninsula Hospital 403(b) Plan for Non-Union Employees
- EOY ind #14177
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 Caring Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 561242526 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Caring, Inc.)
Sponsor-wide plan assets over time
All Carolina Caring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 49.60598141046535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $10M |
| 2023 | 1 | 375 | $13M |
| 2024 | 1 | 479 | $15M |
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 Caring Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is South Peninsula Hospital 403(b) Plan for Non-Union Employees in AK ($10M); by covered participants it is Emerald Heights 403(b) Plan in WA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Emerald Heights 403(b) Plan (WA) 356 · 0 off
- Preferred Behavioral Health of Nj 403(b) Plan (NJ) 356 · 0 off
- Baker County Medical Services, Inc. 403(b) Retirement Plan (FL) 356 · 0 off
- Pennsylvania Psychiatric Institute Retirement Plan (PA) 356 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.