Other · DOL Form 5500 · 2023
Southeastern Community Action Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 320
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $18,354
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. · Sponsored by Southeastern Community Action · North Carolina · Healthcare & Social Assistance
$6M in assets, 320 participants
Southeastern Community Action's 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. reported $6M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,225 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. covers 320 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #9,225
- in Healthcare & Social Assistance (17,684 peers)
- +7.4%
- assets growth YoY
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,873,301 47th percentile higher than 47% 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
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. 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. 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. sits mid-pack in the medium band (320 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. reported net income rose from -$212K in the plan year 2022 filing to $406K in the plan year 2023 filing.
- 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. reported participants rose from 279 in the plan year 2022 filing to 320 in the plan year 2023 filing.
- 403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 560815638 · Southeastern Community Action PY 2023 · Other
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. · $6M · 320 · 47th
- PHOTO $6M
- IND 320
- EOY 47th
- 5500 Other
- ASSETS near West Nottingham Academy 403(b)Defined Contribution Retirement Plan
- PCT ind #9225
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 →
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc. in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $406K |
| Employer EIN | 560815638 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Community Action)
Sponsor-wide plan assets over time
All Southeastern Community Action plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 17.975848167577574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $5M |
| 2023 | 1 | 320 | $6M |
| 2024 | 1 | 321 | $6M |
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
403(b) Thrift Plan of Southeastern Community Action Partnership, Inc.'s out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is West Nottingham Academy 403(b)Defined Contribution Retirement Plan in MD ($6M); by covered participants it is Westminster Manor 403(b) Plan in TX (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (320 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.