Other · DOL Form 5500 · 2023

Porters Neck Village Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
139
Participants Small participant base
29th
Percentile by assets National rank
$12,264
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Porters Neck Village Retirement Program · Sponsored by Porters Neck Village · North Carolina · Healthcare & Social Assistance

$2M in assets, 139 participants

Porters Neck Village's Porters Neck Village Retirement Program reported $2M in total assets and 139 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.

  • #4,674 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Porters Neck Village Retirement Program covers 139 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#4,674
in Healthcare & Social Assistance (17,684 peers)
+28.7%
assets growth YoY

Porters Neck Village Retirement Program among the smaller filed plans by assets

Porters Neck Village Retirement Program vs every filed plan by assets

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

$1,704,693 29th percentile higher than 29% 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

Porters Neck Village Retirement Program 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. Porters Neck Village Retirement Program sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porters Neck Village Retirement Program reported net income rose from -$195K in the plan year 2022 filing to $380K in the plan year 2023 filing.
  • Porters Neck Village Retirement Program end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Porters Neck Village Retirement Program reported participants rose from 131 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561345076 · Porters Neck Village PY 2023 · Other

Porters Neck Village Retirement Program · $2M · 139 · 29th

  • PART $2M
  • PART 139
  • PART 29th
  • PART Other
  • PART near United Cabinet Co., LLC 401(k) and Profit Sharing Plan
  • PART ind #4674

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 →

Porters Neck Village Retirement Program in the asset neighbourhood

Berks Counseling Center, Inc. 403(b) Retirement PlanBerks Counseling Center, Inc…$2MUnited Cabinet Co., LLC 401(k) and Profit Sharing PlanUnited Cabinet Co., LLC 401(…$2MPorters Neck Village Retirement ProgramPorters Neck Village Retirem…$2MOregon Shakespeare Festival Association Matching Retirement Plan & TrustOregon Shakespeare Festival …$2M403(b) Thrift Plan for Employees of the Center for Pursuit403(b) Thrift Plan for Emplo…$2M
End-of-year total assets ($M) among Porters Neck Village Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$380K
Employer EIN561345076
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porters Neck Village)

Sponsor-wide plan assets over time

All Porters Neck Village plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.25501783077522% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.32M $2.11M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 131 $1M
2023 1 139 $2M
2024 1 145 $2M

Nearby Other Plans in North Carolina

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

Porters Neck Village Retirement Program vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Porters Neck Village Retirement Program, Total assets ($B): 0.001704693 · Participants: 139Porters Neck Village Retirement ProgramThe 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
Porters Neck Village Retirement Program vs. nearby Other plans in North Carolina, assets vs. participants
Compare Porters Neck Village Retirement Program side-by-side with 3 peers →

Porters Neck Village Retirement Program's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is United Cabinet Co., LLC 401(k) and Profit Sharing Plan in TN ($2M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Porters Neck Village Retirement Program assets move in 2023? ▼
Porters Neck Village Retirement Program grew sharply - up 28.7% during 2023, from $1M to $2M. Reported net income was $380K.
How have Porters Neck Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porters Neck Village's sponsor-wide assets grew 59.3%, from $1M to $2M.
Which Other plans are similar in size to Porters Neck Village Retirement Program? ▼
Among Other plans in other states, the closest by assets is United Cabinet Co., LLC 401(k) and Profit Sharing Plan in TN ($2M, 98 participants).
Which Other plans cover a similar participant headcount to Porters Neck Village Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 561345076.

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.