Profit Sharing · DOL Form 5500 · 2023

Firsthealth of the Carolinas, Inc. Profit Sharing Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
5,519
Participants Above avg headcount
92nd
Percentile by assets National rank
$19,631
Avg per participant Low balance/head
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Official DOL plan name: Firsthealth of the Carolinas, Inc. Retirement Growth Plan · Sponsored by Firsthealth of the Carolinas, Inc. · North Carolina · Healthcare & Social Assistance

$108M in assets, 5,519 participants

Firsthealth of the Carolinas, Inc.'s Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported $108M in total assets and 5,519 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,420 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Firsthealth of the Carolinas, Inc. Retirement Growth Plan covers 5,519 participants in North Carolina, 6.7x the typical North Carolina plan (state average ~819 per filing). Assets: $108M.

#16,420
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Firsthealth of the Carolinas, Inc. Retirement Growth Plan's outsized position by total assets

Firsthealth of the Carolinas, Inc. Retirement Growth Plan vs every filed plan by assets

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

$108,343,803 Top 8% higher than 92% 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

Firsthealth of the Carolinas, Inc. Retirement Growth 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. Firsthealth of the Carolinas, Inc. Retirement Growth Plan lands in the large band (5,519 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported net income rose from -$19M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Firsthealth of the Carolinas, Inc. Retirement Growth Plan end-of-year assets rose from $95M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Firsthealth of the Carolinas, Inc. Retirement Growth Plan reported participants rose from 5,217 in the plan year 2022 filing to 5,519 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561936354 · Firsthealth of the Carolinas, Inc. PY 2023 · Profit Sharing

Firsthealth of the Carolinas, Inc. Retirement Growth Plan · $108M · 5,519 · 92nd

  • EIN $108M
  • EIN 5,519
  • EIN 92nd
  • EIN Profit Sharing
  • EIN near Hawaii Sheet Metal Workers Annuity Profit Sharing
  • EIN ind #16420

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 →

Firsthealth of the Carolinas, Inc. Retirement Growth Plan in the asset neighbourhood

Firsthealth of the Carolinas, Inc. Retirement Growth PlanFirsthealth of the Carolinas…$108MHawaii Sheet Metal Workers Annuity Profit SharingHawaii Sheet Metal Workers A…$108MByer California Retirement Savings PlanByer California Retirement S…$108MTexas Biomedical Research Institute Retirement PlanTexas Biomedical Research In…$108MFreeman Retirement Plan$108M
End-of-year total assets ($M) among Firsthealth of the Carolinas, Inc. Retirement Growth Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$108M
Net Income$14M
Employer EIN561936354
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firsthealth of the Carolinas, Inc.)

Sponsor-wide plan assets over time

All Firsthealth of the Carolinas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$572M 34.86003295168065% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $424M $572M ▲ +34.9%
Year Plans Participants Total Assets
2022 3 10,478 $424M
2023 3 11,077 $497M
2024 2 11,866 $572M

Nearby Profit Sharing Plans in North Carolina

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

Firsthealth of the Carolinas, Inc. Retirement Growth 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 ($B) Participants Firsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth 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 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 PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.045346505 · Participants: 0Whap PA Profit Sharing Plan
Firsthealth of the Carolinas, Inc. Retirement Growth Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Firsthealth of the Carolinas, Inc. Retirement Growth Plan side-by-side with 3 peers →

Scale composition for Firsthealth of the Carolinas, Inc. Retirement Growth Plan

Firsthealth of the Carolinas, Inc. Retirement Growth Plan reports $108M in end-of-year assets across 5,519 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $19,631 per participant (14% of the national average assets-per-participant) . Net income for plan year 2023 was $14M.

This plan identity (EIN 561936354, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $95M to $121M (+27.8%) while covered participants moved from 5,217 to 5,933 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,217 $95M Open filing
2023 5,519 $108M This page
2024 · index core 5,933 $121M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Firsthealth of the Carolinas, Inc. Retirement Growth Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Hawaii Sheet Metal Workers Annuity Profit Sharing in HI ($108M); by covered participants it is Painting Industry Annuity Fund in NY (5,509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,519 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 Firsthealth of the Carolinas, Inc. Retirement Growth Plan assets move in 2023? ▼
Firsthealth of the Carolinas, Inc. Retirement Growth Plan grew at a solid clip - up 14.3% during 2023, from $95M to $108M. Reported net income was $14M.
How have Firsthealth of the Carolinas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firsthealth of the Carolinas, Inc.'s sponsor-wide assets grew 34.9%, from $424M to $572M.
Where does Firsthealth of the Carolinas, Inc. Retirement Growth Plan rank by assets among Form 5500 filers? ▼
Firsthealth of the Carolinas, Inc. Retirement Growth Plan ranks in the 92nd 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 Profit Sharing plans are similar in size to Firsthealth of the Carolinas, Inc. Retirement Growth Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hawaii Sheet Metal Workers Annuity Profit Sharing in HI ($108M, 514 participants).
Which Profit Sharing plans cover a similar participant headcount to Firsthealth of the Carolinas, Inc. Retirement Growth Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Painting Industry Annuity Fund in NY (5,509 participants, $812M 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 561936354.

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.