401(k) · DOL Form 5500 · 2023
Arbor Acres United Methodist Retirement Community, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $99,416
- Avg per participant Below avg balance/head
Official DOL plan name: Arbor Acres 403(b) Plan · Sponsored by Arbor Acres United Methodist Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance
$15M in assets, 153 participants
Arbor Acres United Methodist Retirement Community, Inc.'s Arbor Acres 403(b) Plan reported $15M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,813 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Arbor Acres 403(b) Plan covers 153 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.
- #12,813
- in Healthcare & Social Assistance (17,684 peers)
- $1M
- reported net income
Arbor Acres 403(b) Plan's outsized position by total assets
Arbor Acres 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,210,621 Top 33% higher than 67% 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
Arbor Acres 403(b) 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. Arbor Acres 403(b) Plan sits mid-pack in the medium band (153 participants).
DOL schedule card
Filing strip 561152263 · Arbor Acres United Methodist Retirement Community, Inc. PY 2023 · 401(k)
Arbor Acres 403(b) Plan · $15M · 153 · 67th
- EBSA $15M
- PART 153
- TYPE 67th
- NET 401(k)
- BOOK near Bridges Consulting, Inc. 401(k) Plan
- VS-ST ind #12813
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 →
Arbor Acres 403(b) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 561152263 |
| Plan Effective Date | 2023-02-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arbor Acres United Methodist Retirement Community, Inc.)
Sponsor-wide plan assets over time
All Arbor Acres United Methodist Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 10.919087392947336% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 153 | $15M |
| 2024 | 1 | 186 | $14M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Arbor Acres 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bridges Consulting, Inc. 401(k) Plan in MD ($15M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Bridges Consulting, Inc. 401(k) Plan (MD) $15M · 84
- E. Gluck Corporation 401(k) Plan (NY) $15M · 196
- Cedar Valley Bankshares, Ltd Profit Sharing and (IA) $15M · 126
- Norwell Vna and Hospice 401(k) Plan & Trust (MA) $15M · 283
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.