Other · DOL Form 5500 · 2023

Carolina Village, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
355
Participants Below avg headcount
52nd
Percentile by assets National rank
$21,091
Avg per participant Low balance/head
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Official DOL plan name: Carolina Village, Inc. Tax Sheltered Annuity Plan · Sponsored by Carolina Village, Inc. · North Carolina · Healthcare & Social Assistance

$7M in assets, 355 participants

Carolina Village, Inc.'s Carolina Village, Inc. Tax Sheltered Annuity Plan reported $7M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,215 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Carolina Village, Inc. Tax Sheltered Annuity Plan covers 355 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#10,215
in Healthcare & Social Assistance (17,684 peers)
+27.6%
assets growth YoY

Carolina Village, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Village, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$7,487,237 Top 48% higher than 52% 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 Village, Inc. Tax Sheltered Annuity 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 Village, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Village, Inc. Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Village, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carolina Village, Inc. Tax Sheltered Annuity Plan reported participants rose from 304 in the plan year 2022 filing to 355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237179679 · Carolina Village, Inc. PY 2023 · Other

Carolina Village, Inc. Tax Sheltered Annuity Plan · $7M · 355 · 52nd

  • PHOTO $7M
  • IND 355
  • EOY 52nd
  • 5500 Other
  • ASSETS near Employee Benefit Plan of Child Development Resources
  • PCT ind #10215

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 Village, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Carmel Valley Manor 403(b)(7) PlanCarmel Valley Manor 403(b)(7…$7MCarolina Village, Inc. Tax Sheltered Annuity PlanCarolina Village, Inc. Tax S…$7MEmployee Benefit Plan of Child Development ResourcesEmployee Benefit Plan of Chi…$7MNew Classrooms Innovation Partners for Learning 403(b) PlanNew Classrooms Innovation Pa…$7MThresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(b) PlanThresholds. Inc. Kent Reside…$7M
End-of-year total assets ($M) among Carolina Village, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN237179679
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Village, Inc.)

Sponsor-wide plan assets over time

All Carolina Village, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 55.18418760217728% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.87M $9.1M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 304 $6M
2023 1 355 $7M
2024 1 355 $9M

Nearby Other Plans in North Carolina

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

Carolina Village, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Carolina Village, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.007487237 · Participants: 355Carolina Village, Inc. Tax Sheltered Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Carolina Village, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Carolina Village, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Carolina Village, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Employee Benefit Plan of Child Development Resources in VA ($7M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Village, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Carolina Village, Inc. Tax Sheltered Annuity Plan grew sharply - up 27.6% during 2023, from $6M to $7M. Reported net income was $2M.
How have Carolina Village, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Village, Inc.'s sponsor-wide assets grew 55.2%, from $6M to $9M.
Which Other plans are similar in size to Carolina Village, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Child Development Resources in VA ($7M, 106 participants).
Which Other plans cover a similar participant headcount to Carolina Village, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 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 237179679.

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.