Other · DOL Form 5500 · 2022

Irene Wortham Center, Inc. Retirement Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
114
Participants Small participant base
23rd
Percentile by assets National rank
$7,487
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Irene Wortham Center, Inc. · Sponsored by Irene Wortham Center, Inc. · North Carolina · Unclassified

$854K in assets, 114 participants

Irene Wortham Center, Inc.'s 403(b) Thrift Plan of Irene Wortham Center, Inc. reported $854K in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #18 in Unclassified (42 peers)

Coverage in North Carolina

403(b) Thrift Plan of Irene Wortham Center, Inc. covers 114 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $854K.

#18
in Unclassified (42 peers)
+17.4%
assets growth YoY

403(b) Thrift Plan of Irene Wortham Center, Inc. among the smaller filed plans by assets

403(b) Thrift Plan of Irene Wortham Center, Inc. vs every filed plan by assets

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

$853,535 23rd percentile higher than 23% 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

403(b) Thrift Plan of Irene Wortham Center, Inc. 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. 403(b) Thrift Plan of Irene Wortham Center, Inc. sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 560733452 · Irene Wortham Center, Inc. PY 2022 · Other

403(b) Thrift Plan of Irene Wortham Center, Inc. · $854K · 114 · 23rd

  • RANK $854K
  • PHOTO 114
  • IND 23rd
  • EOY Other
  • 5500 near Chdfs Inc. 403(b) Plan
  • ASSETS ind #18

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 Unclassified retirement plans → · Plans in North Carolina →

403(b) Thrift Plan of Irene Wortham Center, Inc. in the asset neighbourhood

403(b) Thrift Plan of Irene Wortham Center, Inc.403(b) Thrift Plan of Irene …$854KChdfs Inc. 403(b) Plan$851KEpsi 403(b) Plan$850KMotivational Services, Inc 403b PlanMotivational Services, Inc 4…$847KWestside Community Mental Health Center, Inc. Employer Savings PlanWestside Community Mental He…$847K
End-of-year total assets ($M) among 403(b) Thrift Plan of Irene Wortham Center, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$727K
Net Assets (End of Year)$854K
Net Income$126K
Employer EIN560733452
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

403(b) Thrift Plan of Irene Wortham Center, Inc. vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Irene Wortham Center, Inc., Total assets ($B): 0.000853535 · Participants: 114403(b) Thrift Plan of Irene Wortham Center, Inc.The 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
403(b) Thrift Plan of Irene Wortham Center, Inc. vs. nearby Other plans in North Carolina, assets vs. participants
Compare 403(b) Thrift Plan of Irene Wortham Center, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Irene Wortham Center, Inc.'s out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Chdfs Inc. 403(b) Plan in NY ($851K); by covered participants it is Monarch School 403(b) Retirement Plan in NH (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($854K here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 403(b) Thrift Plan of Irene Wortham Center, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Irene Wortham Center, Inc. grew sharply - up 17.4% during 2022, from $727K to $854K. Reported net income was $126K.
Where does 403(b) Thrift Plan of Irene Wortham Center, Inc. rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Irene Wortham Center, Inc. ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to 403(b) Thrift Plan of Irene Wortham Center, Inc.? ▼
Among Other plans in other states, the closest by assets is Chdfs Inc. 403(b) Plan in NY ($851K, 50 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Irene Wortham Center, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Monarch School 403(b) Retirement Plan in NH (114 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560733452.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.