Other · DOL Form 5500 · 2022
Haywood Vocational Opportunities, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $24,909
- Avg per participant Low balance/head
Official DOL plan name: Haywood Vocational Opportunities, Inc. Retirement Plan · Sponsored by Haywood Vocational Opportunities, Inc. · North Carolina · Healthcare & Social Assistance
$7M in assets, 294 participants
Haywood Vocational Opportunities, Inc.'s Haywood Vocational Opportunities, Inc. Retirement Plan reported $7M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,899 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Haywood Vocational Opportunities, Inc. Retirement Plan covers 294 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #12,899
- in Healthcare & Social Assistance (20,060 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $824K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haywood Vocational Opportunities, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Haywood Vocational Opportunities, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,323,117 Top 42% higher than 58% 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
Haywood Vocational Opportunities, Inc. 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. Haywood Vocational Opportunities, Inc. Retirement Plan sits mid-pack in the medium band (294 participants).
Plan-year Form 5500 strip
Filing strip 561651554 · Haywood Vocational Opportunities, Inc. PY 2022 · Other
Haywood Vocational Opportunities, Inc. Retirement Plan · $7M · 294 · 58th
- BOOK $7M
- BOOK 294
- BOOK 58th
- BOOK Other
- BOOK near Hardin County Regional Health Center 403(b) Plan
- BOOK ind #12899
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 →
Haywood Vocational Opportunities, Inc. Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$824K |
| Employer EIN | 561651554 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haywood Vocational Opportunities, Inc.)
Sponsor-wide plan assets over time
All Haywood Vocational Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 2.7186920542168043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $7M |
| 2023 | 1 | 263 | $7M |
| 2024 | 1 | 225 | $7M |
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
Haywood Vocational Opportunities, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Hardin County Regional Health Center 403(b) Plan in TN ($7M); by covered participants it is Royal Oaks 403b Plan in AZ (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Hardin County Regional Health Center 403(b) Plan (TN) $7M · 139
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. (TX) $7M · 78
- New Mexico Consortium 403b Retirement Plan (NM) $7M · 56
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Staff Employees (OH) $7M · 172
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Royal Oaks 403b Plan (AZ) 294 · 0 off
- Ford Foundation Savings Plan (NY) 294 · 0 off
- 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. (NY) 294 · 0 off
- Evergreen Treatment Services 403(b) Plan (WA) 294 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.