401(k) · DOL Form 5500 · 2023

The Presbyterian Home at Charlotte Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
154
Participants Small participant base
48th
Percentile by assets National rank
$39,297
Avg per participant Low balance/head
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Official DOL plan name: The Presbyterian Home at Charlotte, Inc. 401(k) Plan · Sponsored by The Presbyterian Home at Charlotte Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 154 participants

The Presbyterian Home at Charlotte Inc.'s The Presbyterian Home at Charlotte, Inc. 401(k) Plan reported $6M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,354 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

The Presbyterian Home at Charlotte, Inc. 401(k) Plan covers 154 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,354
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY

The Presbyterian Home at Charlotte, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Presbyterian Home at Charlotte, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,051,794 48th percentile higher than 48% of 127,068 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 2023

The Presbyterian Home at Charlotte, Inc. 401(k) Plan 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. The Presbyterian Home at Charlotte, Inc. 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Presbyterian Home at Charlotte, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Presbyterian Home at Charlotte, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Presbyterian Home at Charlotte, Inc. 401(k) Plan reported participants fell from 176 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 566064186 · The Presbyterian Home at Charlotte Inc. PY 2023 · 401(k)

The Presbyterian Home at Charlotte, Inc. 401(k) Plan · $6M · 154 · 48th

  • NET $6M
  • BOOK 154
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Toys for Trucks, Inc. 401(k) Plan
  • EBSA ind #9354

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 Presbyterian Home at Charlotte, Inc. 401(k) Plan in the asset neighbourhood

The Presbyterian Home at Charlotte, Inc. 401(k) PlanThe Presbyterian Home at Cha…$6MToys for Trucks, Inc. 401(k) PlanToys for Trucks, Inc. 401(k)…$6MAmerican Spraytech 401(k)$6MIntercon, Inc. 401(k) Plan$6MAlways Answer 401(k) Profit Sharing PlanAlways Answer 401(k) Profit …$6M
End-of-year total assets ($M) among The Presbyterian Home at Charlotte, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN566064186
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Presbyterian Home at Charlotte Inc.)

Sponsor-wide plan assets over time

All The Presbyterian Home at Charlotte Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 35.58186172225676% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $6.85M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 176 $5M
2023 1 154 $6M
2024 1 174 $7M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Presbyterian Home at Charlotte, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Presbyterian Home at Charlotte, Inc. 401(k) Plan, Total assets ($B): 0.006051794 · Participants: 154The Presbyterian Home at Charlotte, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Presbyterian Home at Charlotte, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Presbyterian Home at Charlotte, Inc. 401(k) Plan side-by-side with 3 peers →

The Presbyterian Home at Charlotte, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Toys for Trucks, Inc. 401(k) Plan in WI ($6M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 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 (154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Presbyterian Home at Charlotte, Inc. 401(k) Plan assets move in 2023? ▼
The Presbyterian Home at Charlotte, Inc. 401(k) Plan grew sharply - up 19.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have The Presbyterian Home at Charlotte Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Presbyterian Home at Charlotte Inc.'s sponsor-wide assets grew 35.6%, from $5M to $7M.
Which 401(k) plans are similar in size to The Presbyterian Home at Charlotte, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toys for Trucks, Inc. 401(k) Plan in WI ($6M, 170 participants).
Which 401(k) plans cover a similar participant headcount to The Presbyterian Home at Charlotte, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 566064186.

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.