Other · DOL Form 5500 · 2023
Hospice & Palliative Care Charlotte Region Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 755
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $51,718
- Avg per participant Low balance/head
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.
- #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.
- #15,084
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership 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. Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan sits mid-pack in the medium band (755 participants).
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.
EBSA filing schedule strip
Filing strip 561219017 · Hospice & Palliative Care Charlotte Region PY 2023 · Other
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan · $39M · 755 · 83rd
- ASSETS $39M
- ASSETS 755
- ASSETS 83rd
- ASSETS Other
- ASSETS near United Negro College Fund DC Retirement Plan
- ASSETS ind #15084
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 →
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 561219017 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice & Palliative Care Charlotte Region)
Sponsor-wide plan assets over time
All Hospice & Palliative Care Charlotte Region plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 38.37356879889675% vs 2022
- 2024 filing year
| 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.
- 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
Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is United Negro College Fund DC Retirement Plan in DC ($39M); by covered participants it is Gica Multiple Employer Plan in GA (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (755 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.