Profit Sharing · DOL Form 5500 · 2022
WAKEMED Profit Sharing Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 11,689
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $95,589
- Avg per participant Below avg balance/head
Official DOL plan name: Wakemed Retirement Savings Plan · Sponsored by WAKEMED · North Carolina · Healthcare & Social Assistance
$1.1B in assets, 11,689 participants
WAKEMED's Wakemed Retirement Savings Plan reported $1.1B in total assets and 11,689 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,904 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Wakemed Retirement Savings Plan covers 11,689 participants in North Carolina, 14x the typical North Carolina plan (state average ~819 per filing). Assets: $1.1B.
- #19,904
- in Healthcare & Social Assistance (20,060 peers)
- -10.7%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $134M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wakemed Retirement Savings Plan's outsized position by total assets
Wakemed Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,117,339,710 Top 1% higher than 99% 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
Wakemed Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wakemed Retirement Savings Plan is a mega filing (11,689 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 566017737 · WAKEMED PY 2022 · Profit Sharing
Wakemed Retirement Savings Plan · $1.1B · 11,689 · 99th
- VS-ST $1.1B
- VS-ST 11,689
- VS-ST 99th
- VS-ST Profit Sharing
- VS-ST near Memorialcare Retirement Plan
- VS-ST ind #19904
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 →
Wakemed Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$134M |
| Employer EIN | 566017737 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (WAKEMED)
Sponsor-wide plan assets over time
All WAKEMED plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 27.724753350008108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,855 | $1.2B |
| 2023 | 2 | 13,748 | $1.3B |
| 2024 | 2 | 12,940 | $1.5B |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Baker & Taylor Retirement Savings Plan $60M · 1,358
- Intermec Fssp Spinoff Plan $52M · 91
Scale composition for Wakemed Retirement Savings Plan
Wakemed Retirement Savings Plan reports $1.1B in end-of-year assets across 11,689 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $95,589 per participant (69% of the national average assets-per-participant) . Net income for plan year 2022 was -$134M.
This plan identity (EIN 566017737, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+29.1%) while covered participants moved from 11,689 to 11,105 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,689 | $1.1B | This page |
| 2023 | 11,758 | $1.2B | Open filing |
| 2024 · index core | 11,105 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Wakemed Retirement Savings Plan (401(k), $1.4B, 11,105 participants)
- Wakemed Pension Plan (Defined Benefit (Pension), $97M, 1,835 participants)
Wakemed Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Memorialcare Retirement Plan in CA ($1.2B); by covered participants it is Childrens Healthcare of Atlanta Growth Plan in GA (11,691 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Memorialcare Retirement Plan (CA) $1.2B · 5,104
- The Research Foundation for Suny Retirement Plan (NY) $1.1B · 11,139
- Boilermakers National Annuity Trust (MO) $1.2B · 18,584
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.2B · 5,909
Similar participant headcount
Nearest other-state filings by covered participants (11,689 participants); asset peers above are excluded.
- Childrens Healthcare of Atlanta Growth Plan (GA) 11,691 · 2 off
- Sentara Healthcare 401(a) Retirement Plan (VA) 11,613 · 76 off
- Dartmouth-Hitchcock Retirement Plan (NH) 11,434 · 255 off
- The Employer Retirement Savings Plan- Premier Health Partners (OH) 11,973 · 284 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.