Profit Sharing · DOL Form 5500 · 2023
Charlotte Behavioral Health Care, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 218
- Participants
- 60th
- Percentile by assets
- $48,064
- Avg per participant
Official DOL plan name: Charlotte Behavioral Health Care, Inc. Retirement Plan · Sponsored by Charlotte Behavioral Health Care, Inc. · Florida · Healthcare & Social Assistance
$10M in assets, 218 participants
Charlotte Behavioral Health Care, Inc.'s Charlotte Behavioral Health Care, Inc. Retirement Plan reported $10M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #11,531 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Charlotte Behavioral Health Care, Inc. Retirement Plan covers 218 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- $10M
- total plan assets (2023 EOY)
- 218
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $48,064
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charlotte Behavioral Health Care, Inc. Retirement Plan reported net income rose from -$907K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Charlotte Behavioral Health Care, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Charlotte Behavioral Health Care, Inc. Retirement Plan reported participants rose from 211 in the plan year 2022 filing to 218 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Charlotte Behavioral Health Care, Inc. Retirement Plan reports 218 participants - about 35% of that state average ($10M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 591234922 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Behavioral Health Care, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $9M |
| 2023 | 1 | 218 | $10M |
| 2024 | 1 | 235 | $12M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Charlotte Behavioral Health Care, Inc. Retirement Plan by total assets, not by location.
- Fpi Retirement Plan (NY) $10M · 750
- Southwest Community Health Center, Inc. 403(b) Plan (CT) $10M · 303
- C-Koe Aluminum, Inc. Pension Plan (TX) $10M · 4
- Eifert, French & Company, Inc. Profit Sharing Plan (NY) $10M · 43
Frequently Asked Questions
How did Charlotte Behavioral Health Care, Inc. Retirement Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Charlotte Behavioral Health Care, Inc. Retirement Plan's numbers.
- By total assets, Charlotte Behavioral Health Care, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Charlotte Behavioral Health Care, Inc.'s sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans