401(k) · DOL Form 5500 · 2023

Samaritan's Purse 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,575
Participants Near avg headcount
94th
Percentile by assets National rank
$97,733
Avg per participant Below avg balance/head
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Official DOL plan name: Samaritan's Purse 401(k) Retirement Plan · Sponsored by Samaritan's Purse · North Carolina · Other Services

$154M in assets, 1,575 participants

Samaritan's Purse's Samaritan's Purse 401(k) Retirement Plan reported $154M in total assets and 1,575 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,704 in Other Services (7,857 peers)

Where Samaritan's Purse 401(k) Retirement Plan sits by assets

Samaritan's Purse 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $154M for 1,575 participants (~$97,733/participant), up 23.3% in 2023.

#7,704
in Other Services (7,857 peers)
+23.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Samaritan's Purse 401(k) Retirement Plan's outsized position by total assets

Samaritan's Purse 401(k) Retirement Plan vs every filed plan by assets

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

$153,929,430 Top 6% higher than 94% 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

Samaritan's Purse 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan's Purse 401(k) Retirement Plan lands in the large band (1,575 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samaritan's Purse 401(k) Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Samaritan's Purse 401(k) Retirement Plan end-of-year assets rose from $125M in the plan year 2022 filing to $154M in the plan year 2023 filing.
  • Samaritan's Purse 401(k) Retirement Plan reported participants rose from 1,420 in the plan year 2022 filing to 1,575 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581437002 · Samaritan's Purse PY 2023 · 401(k)

Samaritan's Purse 401(k) Retirement Plan · $154M · 1,575 · 94th

  • PCT $154M
  • PCT 1,575
  • PCT 94th
  • PCT 401(k)
  • PCT near Tri Pointe Group 401(k) Profit Sharing Plan
  • PCT ind #7704

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 Other Services retirement plans → · Plans in North Carolina →

Samaritan's Purse 401(k) Retirement Plan in the asset neighbourhood

Zep Inc. 401(k) Plan$154MSamaritan's Purse 401(k) Retirement PlanSamaritan's Purse 401(k) Ret…$154MTri Pointe Group 401(k) Profit Sharing PlanTri Pointe Group 401(k) Prof…$154MFirst Financial Bancorp 401(k) Savings PlanFirst Financial Bancorp 401(…$154MVse Corporation 401(k) Plan$154M
End-of-year total assets ($M) among Samaritan's Purse 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$154M
Net Income$29M
Employer EIN581437002
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan's Purse)

Sponsor-wide plan assets over time

All Samaritan's Purse plans reported in each filing year

Latest sponsor-wide plan assets
$181M 44.6707652842365% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $125M $181M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 1,420 $125M
2023 1 1,575 $154M
2024 1 2,282 $181M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Samaritan's Purse 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Samaritan's Purse 401(k) Retirement Plan, Total assets ($B): 0.15392943 · Participants: 1575Samaritan's Purse 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Samaritan's Purse 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Samaritan's Purse 401(k) Retirement Plan side-by-side with 3 peers →

Samaritan's Purse 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tri Pointe Group 401(k) Profit Sharing Plan in CA ($154M); by covered participants it is Edelman Financial Engines 401(k) Plan in CA (1,575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($154M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,575 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 Samaritan's Purse 401(k) Retirement Plan assets move in 2023? ▼
Samaritan's Purse 401(k) Retirement Plan grew sharply - up 23.3% during 2023, from $125M to $154M. Reported net income was $29M.
How have Samaritan's Purse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan's Purse's sponsor-wide assets grew 44.7%, from $125M to $181M.
Where does Samaritan's Purse 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Samaritan's Purse 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Samaritan's Purse 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri Pointe Group 401(k) Profit Sharing Plan in CA ($154M, 1,456 participants).
Which 401(k) plans cover a similar participant headcount to Samaritan's Purse 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edelman Financial Engines 401(k) Plan in CA (1,575 participants, $432M 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 581437002.

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.