Other · DOL Form 5500 · 2022
Southeastern Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 2,190
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $52,646
- Avg per participant Low balance/head
Official DOL plan name: Southeastern Regional Medical Center Tax-Deferred Savings Plan · Sponsored by Southeastern Regional Medical Center · North Carolina · Healthcare & Social Assistance
$115M in assets, 2,190 participants
Southeastern Regional Medical Center's Southeastern Regional Medical Center Tax-Deferred Savings Plan reported $115M in total assets and 2,190 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,936 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Southeastern Regional Medical Center Tax-Deferred Savings Plan covers 2,190 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $115M.
- #18,936
- in Healthcare & Social Assistance (20,060 peers)
- -19.8%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeastern Regional Medical Center Tax-Deferred Savings Plan's outsized position by total assets
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,294,260 Top 7% higher than 93% 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
Southeastern Regional Medical Center Tax-Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Regional Medical Center Tax-Deferred Savings Plan lands in the large band (2,190 participants).
Plan-year Form 5500 strip
Filing strip 560530233 · Southeastern Regional Medical Center PY 2022 · Other
Southeastern Regional Medical Center Tax-Deferred Savings Plan · $115M · 2,190 · 93rd
- BOOK $115M
- VS-ST 2,190
- BOY 93rd
- SCH Other
- EBSA near Roosevelt University 403(b) Retirement Plan
- PART ind #18936
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 →
Southeastern Regional Medical Center Tax-Deferred Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$28M |
| Employer EIN | 560530233 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Regional Medical Center)
Sponsor-wide plan assets over time
All Southeastern Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 10.194857055329553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,190 | $115M |
| 2023 | 1 | 2,074 | $123M |
| 2024 | 1 | 2,241 | $127M |
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
Southeastern Regional Medical Center Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Roosevelt University 403(b) Retirement Plan in IL ($115M); by covered participants it is Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan in NY (2,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Roosevelt University 403(b) Retirement Plan (IL) $115M · 521
- Mount Nittany Medical Center 403(b) Plan (PA) $115M · 2,294
- St. John's School Retirement Plan (TX) $116M · 332
- Gemba Group Annuity Plan (MD) $115M · 969
Similar participant headcount
Nearest other-state filings by covered participants (2,190 participants); asset peers above are excluded.
- Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan (NY) 2,184 · 6 off
- Aim Services, Inc. 403(b) Plan (NY) 2,202 · 12 off
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) 2,177 · 13 off
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) 2,177 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.