Other · DOL Form 5500 · 2023
Easter Seals Ucp North Carolina & Virginia, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 1,966
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $6,684
- Avg per participant Low balance/head
Official DOL plan name: Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · Sponsored by Easter Seals Ucp North Carolina & Virginia, Inc. · North Carolina · Other Services
$13M in assets, 1,966 participants
Easter Seals Ucp North Carolina & Virginia, Inc.'s Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported $13M in total assets and 1,966 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #6,294 in Other Services (7,857 peers)
Coverage in North Carolina
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan covers 1,966 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $13M.
- #6,294
- in Other Services (7,857 peers)
- +14.3%
- assets growth YoY
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,141,574 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) 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. Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan lands in the large band (1,966 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported participants fell from 2,011 in the plan year 2022 filing to 1,966 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560670676 · Easter Seals Ucp North Carolina & Virginia, Inc. PY 2023 · Other
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · $13M · 1,966 · 64th
- RANK $13M
- PHOTO 1,966
- IND 64th
- EOY Other
- 5500 near University of Maryland Charles Regional Medical Center Retirement Savings Plan
- ASSETS ind #6294
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 →
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 560670676 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Easter Seals Ucp North Carolina & Virginia, Inc.)
Sponsor-wide plan assets over time
All Easter Seals Ucp North Carolina & Virginia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.639374883651133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,017 | $15M |
| 2023 | 2 | 1,972 | $16M |
| 2024 | 2 | 2,411 | $19M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is University of Maryland Charles Regional Medical Center Retirement Savings Plan in MD ($13M); by covered participants it is Mercy University Tax Deferred Annuity Plan in NY (1,973 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,966 participants); asset peers above are excluded.
- Mercy University Tax Deferred Annuity Plan (NY) 1,973 · 7 off
- Long Island University Retirement Plan (NY) 1,974 · 8 off
- Butler Memorial Hospital 403(b) Plan (PA) 1,980 · 14 off
- Boulder Community Health 403(b) Plan (CO) 1,952 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.