401(k) · DOL Form 5500 · 2023

Carolina Family Health Centers, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
239
Participants Below avg headcount
61st
Percentile by assets National rank
$47,811
Avg per participant Low balance/head
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Official DOL plan name: Carolina Family Health Centers, Inc. 401(k) Plan · Sponsored by Carolina Family Health Centers, Inc. · North Carolina · Healthcare & Social Assistance

$11M in assets, 239 participants

Carolina Family Health Centers, Inc.'s Carolina Family Health Centers, Inc. 401(k) Plan reported $11M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,839 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Carolina Family Health Centers, Inc. 401(k) Plan covers 239 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#11,839
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY

Carolina Family Health Centers, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Family Health Centers, Inc. 401(k) Plan vs every filed plan by assets

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

$11,426,783 Top 39% higher than 61% 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

Carolina Family Health Centers, 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. Carolina Family Health Centers, Inc. 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Family Health Centers, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Family Health Centers, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Carolina Family Health Centers, Inc. 401(k) Plan reported participants rose from 234 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582079819 · Carolina Family Health Centers, Inc. PY 2023 · 401(k)

Carolina Family Health Centers, Inc. 401(k) Plan · $11M · 239 · 61st

  • 5500 $11M
  • ASSETS 239
  • PCT 61st
  • EIN 401(k)
  • RANK near Hansgrohe, Inc. Retirement Plan
  • PHOTO ind #11839

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 →

Carolina Family Health Centers, Inc. 401(k) Plan in the asset neighbourhood

Carolina Family Health Centers, Inc. 401(k) PlanCarolina Family Health Cente…$11MHansgrohe, Inc. Retirement PlanHansgrohe, Inc. Retirement P…$11MEmcube 401(k) Profit Sharing PlanEmcube 401(k) Profit Sharing…$11MIdaho Manufacturing Alliance 401(k) PlanIdaho Manufacturing Alliance…$11MAlliance for a Healthier Generation 401(k) PlanAlliance for a Healthier Gen…$11M
End-of-year total assets ($M) among Carolina Family Health Centers, 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)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN582079819
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Family Health Centers, Inc.)

Sponsor-wide plan assets over time

All Carolina Family Health Centers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.83695264737867% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.03M $13.8M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 234 $9M
2023 1 239 $11M
2024 1 270 $14M

Nearby 401(k) Plans in North Carolina

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

Carolina Family Health Centers, 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 ($B) Participants Carolina Family Health Centers, Inc. 401(k) Plan, Total assets ($B): 0.011426783 · Participants: 239Carolina Family Health Centers, 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
Carolina Family Health Centers, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Family Health Centers, Inc. 401(k) Plan side-by-side with 3 peers →

Carolina Family Health Centers, 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 Hansgrohe, Inc. Retirement Plan in GA ($11M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Carolina Family Health Centers, Inc. 401(k) Plan assets move in 2023? ▼
Carolina Family Health Centers, Inc. 401(k) Plan grew sharply - up 26.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have Carolina Family Health Centers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Family Health Centers, Inc.'s sponsor-wide assets grew 52.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Carolina Family Health Centers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hansgrohe, Inc. Retirement Plan in GA ($11M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Family Health Centers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 participants, N/A 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 582079819.

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.