Other · DOL Form 5500 · 2023

Novant Health Rowan Medical Center LLC Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
89
Participants Small participant base
46th
Percentile by assets National rank
$59,945
Avg per participant Low balance/head
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Official DOL plan name: Rowan Regional Medical Center, Inc. Incentive Savi · Sponsored by Novant Health Rowan Medical Center LLC · North Carolina · Healthcare & Social Assistance

$5M in assets, 89 participants

Novant Health Rowan Medical Center LLC's Rowan Regional Medical Center, Inc. Incentive Savi reported $5M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,810 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Rowan Regional Medical Center, Inc. Incentive Savi holds $5M for 89 participants - about $59,945 per participant, in the lower half of filed plans by assets.

#8,810
in Healthcare & Social Assistance (17,684 peers)
+1.7%
assets growth YoY

Rowan Regional Medical Center, Inc. Incentive Savi's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rowan Regional Medical Center, Inc. Incentive Savi vs every filed plan by assets

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

$5,335,071 46th percentile higher than 46% 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

Rowan Regional Medical Center, Inc. Incentive Savi among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rowan Regional Medical Center, Inc. Incentive Savi is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rowan Regional Medical Center, Inc. Incentive Savi reported net income rose from -$936K in the plan year 2022 filing to $87K in the plan year 2023 filing.
  • Rowan Regional Medical Center, Inc. Incentive Savi reported participants fell from 101 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Rowan Regional Medical Center, Inc. Incentive Savi end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560547479 · Novant Health Rowan Medical Center LLC PY 2023 · Other

Rowan Regional Medical Center, Inc. Incentive Savi · $5M · 89 · 46th

  • 5500 $5M
  • 5500 89
  • 5500 46th
  • 5500 Other
  • 5500 near Maryland University of Integrative Health 403(b) Plan
  • 5500 ind #8810

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 →

Rowan Regional Medical Center, Inc. Incentive Savi in the asset neighbourhood

Goodwill Specialty Services, Inc. Government Contractors Savings PlanGoodwill Specialty Services,…$5MRowan Regional Medical Center, Inc. Incentive SaviRowan Regional Medical Cente…$5MMaryland University of Integrative Health 403(b) PlanMaryland University of Integ…$5MPartnership Retirement Plan$5MGeorgia Legal Services Program Bargaining Unit Employees 403(b) PlanGeorgia Legal Services Progr…$5M
End-of-year total assets ($M) among Rowan Regional Medical Center, Inc. Incentive Savi and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$87K
Employer EIN560547479
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novant Health Rowan Medical Center LLC)

Sponsor-wide plan assets over time

All Novant Health Rowan Medical Center LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.6778685142998153% vs 2022
2024 filing year
$5.2M$5.3M$5.4M$5.5M 202220232024 $5.25M $5.44M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 101 $5M
2023 1 89 $5M
2024 1 399 $5M

Nearby Other Plans in North Carolina

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

Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Rowan Regional Medical Center, Inc. Incentive Savi, Total assets ($B): 0.005335071 · Participants: 89Rowan Regional Medical Center, Inc. Incentive SaviThe 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
Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants
Compare Rowan Regional Medical Center, Inc. Incentive Savi side-by-side with 3 peers →

Rowan Regional Medical Center, Inc. Incentive Savi's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Maryland University of Integrative Health 403(b) Plan in MD ($5M); by covered participants it is University of Hawaii Foundation 403(b) Plan in HI (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Rowan Regional Medical Center, Inc. Incentive Savi assets move in 2023? ▼
Rowan Regional Medical Center, Inc. Incentive Savi edged up modestly - up 1.7% during 2023, from $5M to $5M. Reported net income was $87K.
How have Novant Health Rowan Medical Center LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novant Health Rowan Medical Center LLC's sponsor-wide assets grew 3.7%, from $5M to $5M.
Which Other plans are similar in size to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by assets is Maryland University of Integrative Health 403(b) Plan in MD ($5M, 284 participants).
Which Other plans cover a similar participant headcount to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by covered participants is University of Hawaii Foundation 403(b) Plan in HI (89 participants, $33M 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 560547479.

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.