Other · DOL Form 5500 · 2023
Carolina Caring, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $33,747
- Avg per participant Low balance/head
Official DOL plan name: Carolina Caring Retirement Plan · Sponsored by Carolina Caring, Inc. · North Carolina · Healthcare & Social Assistance
$13M in assets, 375 participants
Carolina Caring, Inc.'s Carolina Caring Retirement Plan reported $13M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,196 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Carolina Caring Retirement Plan covers 375 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.
- #12,196
- in Healthcare & Social Assistance (17,684 peers)
- +24.1%
- assets growth YoY
Carolina Caring Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolina Caring Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,655,041 Top 36% higher than 64% 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
Carolina Caring Retirement 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. Carolina Caring Retirement Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Caring Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Carolina Caring Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Carolina Caring Retirement Plan reported participants rose from 356 in the plan year 2022 filing to 375 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 561242526 · Carolina Caring, Inc. PY 2023 · Other
Carolina Caring Retirement Plan · $13M · 375 · 64th
- NET $13M
- NET 375
- NET 64th
- NET Other
- NET near Food Bank for New York City 403(b) Retirement Plan
- NET ind #12196
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 →
Carolina Caring Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 561242526 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Caring, Inc.)
Sponsor-wide plan assets over time
All Carolina Caring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 49.60598141046535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $10M |
| 2023 | 1 | 375 | $13M |
| 2024 | 1 | 479 | $15M |
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
Carolina Caring Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Food Bank for New York City 403(b) Retirement Plan in NY ($13M); by covered participants it is Vanderheyden Hall Employee 403(b) Plan in NY (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (375 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.