Other · DOL Form 5500 · 2023
Blue Ridge Healthcare System Retirement Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 2,213
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $45,967
- Avg per participant Low balance/head
Official DOL plan name: Blue Ridge Healthcare System Retirement Savings Plan · Sponsored by Blue Ridge Healthcare System · North Carolina · Healthcare & Social Assistance
$102M in assets, 2,213 participants
Blue Ridge Healthcare System's Blue Ridge Healthcare System Retirement Savings Plan reported $102M in total assets and 2,213 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,356 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Blue Ridge Healthcare System Retirement Savings Plan covers 2,213 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $102M.
- #16,356
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Blue Ridge Healthcare System Retirement Savings Plan's outsized position by total assets
Blue Ridge Healthcare System Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,725,328 Top 9% higher than 91% 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
Blue Ridge Healthcare System Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Ridge Healthcare System Retirement Savings Plan lands in the large band (2,213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Ridge Healthcare System Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Blue Ridge Healthcare System Retirement Savings Plan end-of-year assets rose from $86M in the plan year 2022 filing to $102M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 562150313 · Blue Ridge Healthcare System PY 2023 · Other
Blue Ridge Healthcare System Retirement Savings Plan · $102M · 2,213 · 91st
- NET $102M
- NET 2,213
- NET 91st
- NET Other
- NET near Des Moines University Defined Contribution 403(b) Plan
- NET ind #16356
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 →
Blue Ridge Healthcare System Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $15M |
| Employer EIN | 562150313 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Ridge Healthcare System)
Sponsor-wide plan assets over time
All Blue Ridge Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 31.07147013848849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,205 | $86M |
| 2023 | 1 | 2,213 | $102M |
| 2024 | 1 | 2,392 | $113M |
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
Blue Ridge Healthcare System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Des Moines University Defined Contribution 403(b) Plan in IA ($102M); by covered participants it is Staffco of Brooklyn, LLC 403(b) Plan in NY (2,213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Des Moines University Defined Contribution 403(b) Plan (IA) $102M · 320
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan (PR) $102M · 1,314
- Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda (DC) $102M · 754
- Tax Deferred Annuity Plan for Employees of Mriglobal (MO) $102M · 418
Similar participant headcount
Nearest other-state filings by covered participants (2,213 participants); asset peers above are excluded.
- Staffco of Brooklyn, LLC 403(b) Plan (NY) 2,213 · 0 off
- Centrastate Healthcare System 403b Retirement Savings Plan (NJ) 2,211 · 2 off
- The Glens Falls Hospital Partnership Plan (NY) 2,226 · 13 off
- Froedtert Health, Inc 401(a) Retirement Plan (WI) 2,198 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.