Other · DOL Form 5500 · 2023

Hospice & Palliative Care Charlotte Region Retirement Plan

Data updated 2026-08-11

$39M
Total assets
755
Participants
83rd
Percentile by assets
$51,718
Avg per participant
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Official DOL plan name: Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan · Sponsored by Hospice & Palliative Care Charlotte Region · North Carolina · Healthcare & Social Assistance

$39M in assets, 755 participants

Hospice & Palliative Care Charlotte Region's Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan reported $39M in total assets and 755 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #15,084 in Healthcare & Social Assistance (17,684 peers)

Where Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits by assets

Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits in the top quartile of all filed plans by assets, $39M for 755 participants (~$51,718/participant), up 20.5% in 2023.

$39M
total plan assets (2023 EOY)
755
covered participants
83rd
percentile by assets (of 127,072 plans)
$51,718
avg assets per participant

Where Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits by total assets

Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs every filed plan by assets

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

$39,046,962 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan reported participants rose from 573 in the plan year 2022 filing to 755 in the plan year 2023 filing.
  • Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Healthcare & Social Assistance

Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs the 2023 asset distribution

By assets, Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN561219017
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice & Palliative Care Charlotte Region)

$30M$35M$40M$45M$50M 202220232024 $32.4M $44.8M ▲ +38.4%
Total plan assets by year, all Hospice & Palliative Care Charlotte Region plans on file
Year Plans Participants Total Assets
2022 1 573 $32M
2023 1 755 $39M
2024 1 829 $45M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Hospice & Palliative…, Total assets ($B): 0.039046962 · Participants: 755Hospice & Palliative…The Duke University …, Total assets ($B): 8.950907627 · Participants: 44809The Duke University …Wake Forest Baptist …, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc…
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Hospice & Palliative Care Charlotte Regi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan by total assets, not by location.

Frequently Asked Questions

How did Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan assets move in 2023? ▼
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan grew sharply - up 20.5% during 2023, from $32M to $39M. Reported net income was $7M.
How have Hospice & Palliative Care Charlotte Region plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice & Palliative Care Charlotte Region's sponsor-wide assets grew 38.4%, from $32M to $45M.
Where does Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan rank by assets among Form 5500 filers? ▼
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan? ▼
Among Other plans in other states, the closest by assets is United Negro College Fund DC Retirement Plan in DC ($39M, 262 participants).

Next read for Hospice & Palliative Care Charlotte Regi…

Scale reading

Ways to act on Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's numbers.

  • By total assets, Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
  • Hospice & Palliative Care Charlotte Region's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 561219017.

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.