Profit Sharing · DOL Form 5500 · 2023

Charlotte Behavioral Health Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
218
Participants Below avg headcount
60th
Percentile by assets National rank
$48,064
Avg per participant Low balance/head
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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.

  • #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.

#11,531
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY

Charlotte Behavioral Health Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charlotte Behavioral Health Care, Inc. Retirement Plan vs every filed plan by assets

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

$10,478,055 Top 40% higher than 60% 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

Charlotte Behavioral Health Care, Inc. 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. Charlotte Behavioral Health Care, Inc. Retirement Plan sits mid-pack in the medium band (218 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591234922 · Charlotte Behavioral Health Care, Inc. PY 2023 · Profit Sharing

Charlotte Behavioral Health Care, Inc. Retirement Plan · $10M · 218 · 60th

  • PHOTO $10M
  • IND 218
  • EOY 60th
  • 5500 Profit Sharing
  • ASSETS near Fpi Retirement Plan
  • PCT ind #11531

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 Florida →

Charlotte Behavioral Health Care, Inc. Retirement Plan in the asset neighbourhood

Charlotte Behavioral Health Care, Inc. Retirement PlanCharlotte Behavioral Health …$10MFpi Retirement Plan$10MSouthwest Community Health Center, Inc. 403(b) PlanSouthwest Community Health C…$10MC-Koe Aluminum, Inc. Pension PlanC-Koe Aluminum, Inc. Pension…$10MEifert, French & Company, Inc. Profit Sharing PlanEifert, French & Company, In…$10M
End-of-year total assets ($M) among Charlotte Behavioral Health Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN591234922
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Behavioral Health Care, Inc.)

Sponsor-wide plan assets over time

All Charlotte Behavioral Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.517784367838644% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.58M $12.2M ▲ +42.5%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Charlotte Behavioral Health Care, Inc. Retirement Plan, Total assets ($B): 0.010478055 · Participants: 218Charlotte Behavioral Health Care, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Charlotte Behavioral Health Care, Inc. Retirement Plan side-by-side with 3 peers →

Charlotte Behavioral Health Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Fpi Retirement Plan in NY ($10M); by covered participants it is Q-Lab Corporation Retirement Plan in OH (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Charlotte Behavioral Health Care, Inc. Retirement Plan assets move in 2023? ▼
Charlotte Behavioral Health Care, Inc. Retirement Plan grew sharply - up 22.1% during 2023, from $9M to $10M. Reported net income was $2M.
How have Charlotte Behavioral Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Behavioral Health Care, Inc.'s sponsor-wide assets grew 42.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fpi Retirement Plan in NY ($10M, 750 participants).
Which Profit Sharing plans cover a similar participant headcount to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Q-Lab Corporation Retirement Plan in OH (218 participants, $30M 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 591234922.

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.