Other · DOL Form 5500 · 2022

Western Carolina Community Action, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
173
Participants Small participant base
54th
Percentile by assets National rank
$34,940
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Carolina Community Action, Inc. 403(b) Plan · Sponsored by Western Carolina Community Action, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 173 participants

Western Carolina Community Action, Inc.'s Western Carolina Community Action, Inc. 403(b) Plan reported $6M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,105 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Western Carolina Community Action, Inc. 403(b) Plan covers 173 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#12,105
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY

The plan reported a net loss of $965K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Carolina Community Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western Carolina Community Action, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,044,666 Top 46% higher than 54% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Western Carolina Community Action, Inc. 403(b) 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. Western Carolina Community Action, Inc. 403(b) Plan sits mid-pack in the medium band (173 participants).

Form 5500 schedule snapshot

Filing strip 560846319 · Western Carolina Community Action, Inc. PY 2022 · Other

Western Carolina Community Action, Inc. 403(b) Plan · $6M · 173 · 54th

  • PCT $6M
  • EIN 173
  • RANK 54th
  • PHOTO Other
  • IND near Ammonoosuc Community Health Services 403(b) Plan
  • EOY ind #12105

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 →

Western Carolina Community Action, Inc. 403(b) Plan in the asset neighbourhood

Ammonoosuc Community Health Services 403(b) PlanAmmonoosuc Community Health …$6M403(b) Thrift Plan of Senior Resources of West Michigan403(b) Thrift Plan of Senior…$6MWestern Carolina Community Action, Inc. 403(b) PlanWestern Carolina Community A…$6MFidelity Defined Contribution Retirement PlanFidelity Defined Contributio…$6MMount Pisgah Christian School 403(b) Plan and TrustMount Pisgah Christian Schoo…$6M
End-of-year total assets ($M) among Western Carolina Community Action, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$965K
Employer EIN560846319
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Carolina Community Action, Inc.)

Sponsor-wide plan assets over time

All Western Carolina Community Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.5056183418571% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $8.55M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 173 $6M
2023 1 168 $7M
2024 1 205 $9M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Western Carolina Community Action, Inc. 403(b) Plan, Total assets ($B): 0.006044666 · Participants: 173Western Carolina Community Action, Inc. 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants

Western Carolina Community Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Ammonoosuc Community Health Services 403(b) Plan in NH ($6M); by covered participants it is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Carolina Community Action, Inc. 403(b) Plan assets move in 2022?
Western Carolina Community Action, Inc. 403(b) Plan pulled back noticeably - down 13.8% during 2022, from $7M to $6M. Reported net income was -$965K.
How have Western Carolina Community Action, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Western Carolina Community Action, Inc.'s sponsor-wide assets grew 41.5%, from $6M to $9M.
Which Other plans are similar in size to Western Carolina Community Action, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Ammonoosuc Community Health Services 403(b) Plan in NH ($6M, 98 participants).
Which Other plans cover a similar participant headcount to Western Carolina Community Action, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants, $4M in assets).