Other · DOL Form 5500 · 2023

Holy Angels, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
306
Participants Below avg headcount
48th
Percentile by assets National rank
$19,742
Avg per participant Low balance/head
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Official DOL plan name: Holy Angels, Inc. 403(b) Retirement Savings Plan · Sponsored by Holy Angels, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 306 participants

Holy Angels, Inc.'s Holy Angels, Inc. 403(b) Retirement Savings Plan reported $6M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,345 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Holy Angels, Inc. 403(b) Retirement Savings Plan covers 306 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,345
in Healthcare & Social Assistance (17,684 peers)
+24.9%
assets growth YoY

Holy Angels, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Angels, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$6,041,122 48th percentile higher than 48% 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

Holy Angels, Inc. 403(b) 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. Holy Angels, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holy Angels, Inc. 403(b) Retirement Savings Plan reported net income rose from -$708K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Holy Angels, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Holy Angels, Inc. 403(b) Retirement Savings Plan reported participants fell from 323 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510230406 · Holy Angels, Inc. PY 2023 · Other

Holy Angels, Inc. 403(b) Retirement Savings Plan · $6M · 306 · 48th

  • PCT $6M
  • EIN 306
  • RANK 48th
  • PHOTO Other
  • IND near Clarewood House Retirement Savings Plan
  • EOY ind #9345

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 →

Holy Angels, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Holy Angels, Inc. 403(b) Retirement Savings PlanHoly Angels, Inc. 403(b) Ret…$6MClarewood House Retirement Savings PlanClarewood House Retirement S…$6MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$6MCarolina Community Actions 403(b) PlanCarolina Community Actions 4…$6MTrinity School for Ministry Retirement Plan 3Trinity School for Ministry …$6M
End-of-year total assets ($M) among Holy Angels, Inc. 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN510230406
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Angels, Inc.)

Sponsor-wide plan assets over time

All Holy Angels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.11973042952458% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.84M $6.44M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 323 $5M
2023 1 306 $6M
2024 1 360 $6M

Nearby Other Plans in North Carolina

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

Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Holy Angels, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.006041122 · Participants: 306Holy Angels, Inc. 403(b) 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
Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Holy Angels, Inc. 403(b) Retirement Savings Plan side-by-side with 3 peers →

Holy Angels, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Clarewood House Retirement Savings Plan in TX ($6M); by covered participants it is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Holy Angels, Inc. 403(b) Retirement Savings Plan assets move in 2023? ▼
Holy Angels, Inc. 403(b) Retirement Savings Plan grew sharply - up 24.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have Holy Angels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Angels, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $6M.
Which Other plans are similar in size to Holy Angels, Inc. 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Clarewood House Retirement Savings Plan in TX ($6M, 91 participants).
Which Other plans cover a similar participant headcount to Holy Angels, Inc. 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL (306 participants, $10M 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 510230406.

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.