Profit Sharing · DOL Form 5500 · 2023

Carol Woods Retirement Center Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
300
Participants Below avg headcount
51st
Percentile by assets National rank
$23,100
Avg per participant Low balance/head
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Official DOL plan name: The Carol Woods Profit Sharing Plan · Sponsored by Carol Woods Retirement Center · North Carolina · Healthcare & Social Assistance

$7M in assets, 300 participants

Carol Woods Retirement Center's The Carol Woods Profit Sharing Plan reported $7M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,924 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

The Carol Woods Profit Sharing Plan covers 300 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#9,924
in Healthcare & Social Assistance (17,684 peers)
+12.1%
assets growth YoY

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

The Carol Woods Profit Sharing Plan vs every filed plan by assets

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

$6,929,910 Top 49% higher than 51% 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 Profit Sharing 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 Profit Sharing Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carol Woods Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $746K in the plan year 2023 filing.
  • The Carol Woods Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Carol Woods Profit Sharing Plan reported participants fell from 311 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237271041 · Carol Woods Retirement Center PY 2023 · Profit Sharing

The Carol Woods Profit Sharing Plan · $7M · 300 · 51st

  • PHOTO $7M
  • PHOTO 300
  • PHOTO 51st
  • PHOTO Profit Sharing
  • PHOTO near Bader & Yakaitis Profit Sharing Plan & Trust
  • PHOTO ind #9924

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 Profit Sharing Plan in the asset neighbourhood

Bader & Yakaitis Profit Sharing Plan & TrustBader & Yakaitis Profit Shar…$7MThe Carol Woods Profit Sharing PlanThe Carol Woods Profit Shari…$7MCommunity Health and Counseling Services Discretionary Profit Sharing 401(a)Community Health and Counsel…$7MQuest Diagnostics Puerto Rico Defined Contribution PlanQuest Diagnostics Puerto Ric…$7MSpecialties Company Profit Sharing PlanSpecialties Company Profit S…$7M
End-of-year total assets ($M) among The Carol Woods Profit Sharing Plan and nearest nationwide Profit Sharing 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$746K
Employer EIN237271041
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carol Woods Retirement Center)

Sponsor-wide plan assets over time

All Carol Woods Retirement Center 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 Profit Sharing Plans in North Carolina

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

The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants The Carol Woods Profit Sharing Plan, Total assets ($B): 0.00692991 · Participants: 300The Carol Woods Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare The Carol Woods Profit Sharing Plan side-by-side with 3 peers →

The Carol Woods Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Bader & Yakaitis Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Educational Commission for Foreign Medical Graduates 403(b) Plan in PA (300 participants). Same-state nearby plans are listed separately above.

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 Profit Sharing Plan assets move in 2023? ▼
The Carol Woods Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $6M to $7M. Reported net income was $746K.
How have Carol Woods Retirement Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carol Woods Retirement Center's sponsor-wide assets grew 19.2%, from $14M to $17M.
Which Profit Sharing plans are similar in size to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bader & Yakaitis Profit Sharing Plan & Trust in NY ($7M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Educational Commission for Foreign Medical Graduates 403(b) Plan in PA (300 participants, $88M 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.