Other · DOL Form 5500 · 2023
Western North Carolina Community Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 235
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $30,405
- Avg per participant Low balance/head
Official DOL plan name: Western North Carolina Community Health Services 403(b) Retirement Plan · Sponsored by Western North Carolina Community Health Services, Inc. · North Carolina · Healthcare & Social Assistance
$7M in assets, 235 participants
Western North Carolina Community Health Services, Inc.'s Western North Carolina Community Health Services 403(b) Retirement Plan reported $7M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,039 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Western North Carolina Community Health Services 403(b) Retirement Plan covers 235 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #10,039
- in Healthcare & Social Assistance (17,684 peers)
- +32.2%
- assets growth YoY
Western North Carolina Community Health Services 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Western North Carolina Community Health Services 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,145,238 Top 49% higher than 51% 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
Western North Carolina Community Health Services 403(b) Retirement 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. Western North Carolina Community Health Services 403(b) Retirement Plan sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western North Carolina Community Health Services 403(b) Retirement Plan reported net income rose from -$446K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Western North Carolina Community Health Services 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Western North Carolina Community Health Services 403(b) Retirement Plan reported participants rose from 180 in the plan year 2022 filing to 235 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 561852922 · Western North Carolina Community Health Services, Inc. PY 2023 · Other
Western North Carolina Community Health Services 403(b) Retirement Plan · $7M · 235 · 51st
- IND $7M
- EOY 235
- 5500 51st
- ASSETS Other
- PCT near Augustine Institute Retirement Plan
- EIN ind #10039
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 →
Western North Carolina Community Health Services 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 561852922 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western North Carolina Community Health Services, Inc.)
Sponsor-wide plan assets over time
All Western North Carolina Community Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 66.4809663151512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $5M |
| 2023 | 1 | 235 | $7M |
| 2024 | 1 | 259 | $9M |
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
Western North Carolina Community Health Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Augustine Institute Retirement Plan in CO ($7M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Augustine Institute Retirement Plan (CO) $7M · 165
- River Valley and Affiliates 403(b) Retirement Savings Plan (KY) $7M · 629
- Minute Man Arc 403b Plan (MA) $7M · 189
- Emmaus Homes 403(b) Retirement Plan (MO) $7M · 635
Similar participant headcount
Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 235 · 0 off
- Sjsu Research Foundation Retirement Plan (CA) 235 · 0 off
- Thiel College Retirement Plan (PA) 235 · 0 off
- Appalachian Mountain Club Retirement Plan (MA) 235 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.