Other · DOL Form 5500 · 2023
Eagle's Nest Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $109,888
- Avg per participant Below avg balance/head
Official DOL plan name: The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan · Sponsored by Eagle's Nest Foundation, Inc. · North Carolina · Educational Services
$2M in assets, 16 participants
Eagle's Nest Foundation, Inc.'s The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #697 in Educational Services (3,735 peers)
Eagle's Nest Foundation, Inc. multi-year trail
Eagle's Nest Foundation, Inc.'s plans moved +17.6% in assets from 2022 to 2023; this filing shows The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan at $2M / 16 participants.
- #697
- in Educational Services (3,735 peers)
- +17.6%
- assets growth YoY
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan among the smaller filed plans by assets
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,758,202 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported net income rose from -$231K in the plan year 2022 filing to $263K in the plan year 2023 filing.
- The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan reported participants rose from 12 in the plan year 2022 filing to 16 in the plan year 2023 filing.
- The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 566009912 · Eagle's Nest Foundation, Inc. PY 2023 · Other
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan · $2M · 16 · 29th
- EOY $2M
- 5500 16
- ASSETS 29th
- PCT Other
- EIN near Detroit Rescue Mission Ministries 403(b) Plan
- RANK ind #697
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 Educational Services retirement plans → · Plans in North Carolina →
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Eagle's Nest Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Eagle's Nest Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 17.583226720293084% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 1 | 16 | $2M |
Eagle's Nest Foundation, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $263K |
| Employer EIN | 566009912 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Detroit Rescue Mission Ministries 403(b) Plan in MI ($2M); by covered participants it is Children in Crisis, Inc. ERISA 403(b) Plan in FL (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.