Other · DOL Form 5500 · 2023
Carolina Health Centers, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 316
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $47,297
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. · Sponsored by Carolina Health Centers, Inc. · South Carolina · Healthcare & Social Assistance
$15M in assets, 316 participants
Carolina Health Centers, Inc.'s Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. reported $15M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,747 in Healthcare & Social Assistance (17,684 peers)
Carolina Health Centers, Inc. multi-year trail
Carolina Health Centers, Inc.'s plans moved +17.2% in assets from 2023 to 2024; this filing shows Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. at $15M / 316 participants.
- #12,747
- in Healthcare & Social Assistance (17,684 peers)
- +24.6%
- assets growth YoY
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.'s outsized position by total assets
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,945,769 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. sits mid-pack in the medium band (316 participants).
DOL schedule card
Filing strip 570650154 · Carolina Health Centers, Inc. PY 2023 · Other
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. · $15M · 316 · 67th
- EBSA $15M
- PART 316
- TYPE 67th
- NET Other
- BOOK near Linsly School, Inc. 403(b) DC Plan
- VS-ST ind #12747
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 South Carolina →
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in the asset neighbourhood
Carolina Health Centers, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Health Centers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 17.242485147468827% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 316 | $15M |
| 2024 | 1 | 322 | $18M |
Carolina Health Centers, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 570650154 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.'s out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Linsly School, Inc. 403(b) DC Plan in WV ($15M); by covered participants it is Genesis Primecare 403b Plan in TX (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- Genesis Primecare 403b Plan (TX) 316 · 0 off
- Falcons Landing 403(b) Plan (VA) 316 · 0 off
- Sutter Health 403(b) Legacy Retirement Plan (CA) 316 · 0 off
- Piedmont University Tax Deferred Retirement Annuity P (GA) 315 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.