Other · DOL Form 5500 · 2023

Habitat for Humanity of the Charlotte Region Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
201
Participants Below avg headcount
44th
Percentile by assets National rank
$24,188
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Habitat for Humanity Retirement Savings Plan · Sponsored by Habitat for Humanity of the Charlotte Region · North Carolina · Construction

$5M in assets, 201 participants

Habitat for Humanity of the Charlotte Region's Habitat for Humanity Retirement Savings Plan reported $5M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,782 in Construction (9,030 peers)

Coverage in North Carolina

Habitat for Humanity Retirement Savings Plan covers 201 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#3,782
in Construction (9,030 peers)
+38.7%
assets growth YoY

Habitat for Humanity Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Habitat for Humanity Retirement Savings Plan vs every filed plan by assets

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

$4,861,884 44th percentile higher than 44% 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

Habitat for Humanity Retirement Savings 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. Habitat for Humanity Retirement Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Habitat for Humanity Retirement Savings Plan reported net income rose from -$131K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Habitat for Humanity Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Habitat for Humanity Retirement Savings Plan reported participants rose from 161 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561366233 · Habitat for Humanity of the Charlotte Region PY 2023 · Other

Habitat for Humanity Retirement Savings Plan · $5M · 201 · 44th

  • NET $5M
  • NET 201
  • NET 44th
  • NET Other
  • NET near 403(b) Thrift Plan of Chicago Commons Association
  • NET ind #3782

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 Construction retirement plans → · Plans in North Carolina →

Habitat for Humanity Retirement Savings Plan in the asset neighbourhood

The Garden Club of America Casey Trees Defined Contribution Retirement PlanThe Garden Club of America C…$5MHabitat for Humanity Retirement Savings PlanHabitat for Humanity Retirem…$5M403(b) Thrift Plan of Chicago Commons Association403(b) Thrift Plan of Chicag…$5MHospice of Southern Illinois, Inc. 403(b) PlanHospice of Southern Illinois…$5MUhealthsolutions, Inc. Section 403(b) PlanUhealthsolutions, Inc. Secti…$5M
End-of-year total assets ($M) among Habitat for Humanity Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN561366233
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Habitat for Humanity of the Charlotte Region)

Sponsor-wide plan assets over time

All Habitat for Humanity of the Charlotte Region plans reported in each filing year

Latest sponsor-wide plan assets
$6M 77.67594543285358% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.5M $6.23M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 161 $4M
2023 1 201 $5M
2024 1 203 $6M

Nearby Other Plans in North Carolina

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

Habitat for Humanity Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Habitat for Humanity Retirement Savings Plan, Total assets ($B): 0.004861884 · Participants: 201Habitat for Humanity Retirement Savings 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
Habitat for Humanity Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Habitat for Humanity Retirement Savings Plan side-by-side with 3 peers →

Habitat for Humanity Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Chicago Commons Association in IL ($5M); by covered participants it is The Park School Annuity Plan in MD (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Habitat for Humanity Retirement Savings Plan assets move in 2023? ▼
Habitat for Humanity Retirement Savings Plan surged - up 38.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Habitat for Humanity of the Charlotte Region plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Habitat for Humanity of the Charlotte Region's sponsor-wide assets grew 77.7%, from $4M to $6M.
Which Other plans are similar in size to Habitat for Humanity Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Chicago Commons Association in IL ($5M, 256 participants).
Which Other plans cover a similar participant headcount to Habitat for Humanity Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Park School Annuity Plan in MD (201 participants, $58M 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 561366233.

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.