401(k) · DOL Form 5500 · 2023

Piedmont Healthcare, P.a. 401(k) Plan

Data updated 2026-08-11

$164M
Total assets
852
Participants
94th
Percentile by assets
$192,633
Avg per participant
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Official DOL plan name: Piedmont Healthcare Employees' 401(k) Plan and Trust · Sponsored by Piedmont Healthcare, P.a. · North Carolina · Healthcare & Social Assistance

$164M in assets, 852 participants

Piedmont Healthcare, P.a.'s Piedmont Healthcare Employees' 401(k) Plan and Trust reported $164M in total assets and 852 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.

  • 94th percentile by assets (of 127,072 plans)
  • #16,743 in Healthcare & Social Assistance (17,684 peers)

Where Piedmont Healthcare Employees' 401(k) Plan and Trust sits by assets

Piedmont Healthcare Employees' 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $164M for 852 participants (~$192,633/participant), up 14.7% in 2023.

$164M
total plan assets (2023 EOY)
852
covered participants
94th
percentile by assets (of 127,072 plans)
$192,633
avg assets per participant

Where Piedmont Healthcare Employees' 401(k) Plan and Trust sits by total assets

Piedmont Healthcare Employees' 401(k) Plan and Trust vs every filed plan by assets

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

$164,123,483 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Piedmont Healthcare Employees' 401(k) Plan and Trust reported net income rose from -$27M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Piedmont Healthcare Employees' 401(k) Plan and Trust end-of-year assets rose from $143M in the plan year 2022 filing to $164M in the plan year 2023 filing.
  • Piedmont Healthcare Employees' 401(k) Plan and Trust reported participants rose from 806 in the plan year 2022 filing to 852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Piedmont Healthcare Employees' 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Piedmont Healthcare Employees' 401(k) Plan and Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$164M
Net Income$21M
Employer EIN561965983
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piedmont Healthcare, P.a.)

$120M$140M$160M$180M$200M 202220232024 $143M $177M ▲ +23.7%
Total plan assets by year, all Piedmont Healthcare, P.a. plans on file
Year Plans Participants Total Assets
2022 1 806 $143M
2023 1 852 $164M
2024 1 901 $177M

Nearby 401(k) Plans in North Carolina

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

Piedmont Healthcare Employees' 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Piedmont Healthcare …, Total assets ($B): 0.164123483 · Participants: 852Piedmont Healthcare …The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Piedmont Healthcare Employees' 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Piedmont Healthcare Employees' 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Piedmont Healthcare Employees' 401(k) Plan and Trust assets move in 2023?
Piedmont Healthcare Employees' 401(k) Plan and Trust grew at a solid clip - up 14.7% during 2023, from $143M to $164M. Reported net income was $21M.
How have Piedmont Healthcare, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Piedmont Healthcare, P.a.'s sponsor-wide assets grew 23.7%, from $143M to $177M.
Where does Piedmont Healthcare Employees' 401(k) Plan and Trust rank by assets among Form 5500 filers?
Piedmont Healthcare Employees' 401(k) Plan and Trust 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 Piedmont Healthcare Employees' 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Rambus Inc. 401(k) Plan in CA ($164M, 289 participants).

Next read for Piedmont Healthcare Employees' 401(k) Pl…

Scale reading

Ways to act on Piedmont Healthcare Employees' 401(k) Plan and Trust's numbers.