Other · DOL Form 5500 · 2023

The Chapel Hill Residential Center, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
355
Participants Below avg headcount
54th
Percentile by assets National rank
$22,947
Avg per participant Low balance/head
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Official DOL plan name: The Carol Woods Retirement Plan · Sponsored by The Chapel Hill Residential Center, Inc. · North Carolina · Healthcare & Social Assistance

$8M in assets, 355 participants

The Chapel Hill Residential Center, Inc.'s The Carol Woods Retirement Plan reported $8M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,570 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

The Carol Woods Retirement Plan covers 355 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,570
in Healthcare & Social Assistance (17,684 peers)
+3.3%
assets growth YoY

The Carol Woods Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Carol Woods Retirement Plan vs every filed plan by assets

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

$8,146,171 Top 46% higher than 54% 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 Carol Woods Retirement 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 Carol Woods Retirement Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carol Woods Retirement Plan reported net income rose from -$349K in the plan year 2022 filing to $263K in the plan year 2023 filing.
  • The Carol Woods Retirement Plan reported participants rose from 343 in the plan year 2022 filing to 355 in the plan year 2023 filing.
  • The Carol Woods Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237271041 · The Chapel Hill Residential Center, Inc. PY 2023 · Other

The Carol Woods Retirement Plan · $8M · 355 · 54th

  • RANK $8M
  • RANK 355
  • RANK 54th
  • RANK Other
  • RANK near The Santa Fe Opera's Retirement Plan
  • RANK ind #10570

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 Carol Woods Retirement Plan in the asset neighbourhood

The Carol Woods Retirement PlanThe Carol Woods Retirement P…$8MThe Santa Fe Opera's Retirement PlanThe Santa Fe Opera's Retirem…$8MThe Carey Counseling Center, Inc. Tax Deferred Annuity PlanThe Carey Counseling Center,…$8MThe Leaguers, Inc. 403(b) PlanThe Leaguers, Inc. 403(b) Pl…$8MLow Country Health Care System 403b Matching Retirement PlanLow Country Health Care Syst…$8M
End-of-year total assets ($M) among The Carol Woods Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$263K
Employer EIN237271041
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chapel Hill Residential Center, Inc.)

Sponsor-wide plan assets over time

All The Chapel Hill Residential Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.182514921039466% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.1M $16.8M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 654 $14M
2023 2 655 $15M
2024 2 693 $17M

Nearby Other Plans in North Carolina

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

The Carol Woods Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants The Carol Woods Retirement Plan, Total assets ($B): 0.008146171 · Participants: 355The Carol Woods Retirement 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
The Carol Woods Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare The Carol Woods Retirement Plan side-by-side with 3 peers →

The Carol Woods Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Santa Fe Opera's Retirement Plan in NM ($8M); 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 The Carol Woods Retirement Plan assets move in 2023? ▼
The Carol Woods Retirement Plan edged up modestly - up 3.3% during 2023, from $8M to $8M. Reported net income was $263K.
How have The Chapel Hill Residential Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chapel Hill Residential Center, Inc.'s sponsor-wide assets grew 19.2%, from $14M to $17M.
Which Other plans are similar in size to The Carol Woods Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Santa Fe Opera's Retirement Plan in NM ($8M, 122 participants).
Which Other plans cover a similar participant headcount to The Carol Woods Retirement 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 237271041.

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.