Other · DOL Form 5500 · 2022
The Forest at Duke, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $21,924
- Avg per participant Low balance/head
Official DOL plan name: The Forest at Duke 403(b) Plan · Sponsored by The Forest at Duke, Inc. · North Carolina · Healthcare & Social Assistance
$6M in assets, 269 participants
The Forest at Duke, Inc.'s The Forest at Duke 403(b) Plan reported $6M in total assets and 269 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.
- #11,994 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
The Forest at Duke 403(b) Plan covers 269 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #11,994
- in Healthcare & Social Assistance (20,060 peers)
- +28.1%
- assets growth YoY
The Forest at Duke 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Forest at Duke 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,897,590 Top 46% higher than 54% 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
The Forest at Duke 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. The Forest at Duke 403(b) Plan sits mid-pack in the medium band (269 participants).
Plan-year Form 5500 strip
Filing strip 561630158 · The Forest at Duke, Inc. PY 2022 · Other
The Forest at Duke 403(b) Plan · $6M · 269 · 54th
- EOY $6M
- 5500 269
- ASSETS 54th
- PCT Other
- EIN near Philadelphia Education Fund Retirement Plan
- RANK ind #11994
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 →
The Forest at Duke 403(b) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 561630158 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Forest at Duke, Inc.)
Sponsor-wide plan assets over time
All The Forest at Duke, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 58.11906219320095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $6M |
| 2023 | 1 | 297 | $8M |
| 2024 | 1 | 303 | $9M |
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
The Forest at Duke 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Philadelphia Education Fund Retirement Plan in PA ($6M); by covered participants it is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) (PA) 269 · 0 off
- Morningside University Tax-Deferred Annuity Plan (IA) 269 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 269 · 0 off
- 403(b) Thrift Plan of Central Association for the Blind,Inc. (NY) 269 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.