Other · DOL Form 5500 · 2023

Western Carolina Community Action, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
168
Participants Small participant base
52nd
Percentile by assets National rank
$43,726
Avg per participant Low balance/head
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Official DOL plan name: Western Carolina Community Action, Inc. 403(b) Plan · Sponsored by Western Carolina Community Action, Inc. · North Carolina · Healthcare & Social Assistance

$7M in assets, 168 participants

Western Carolina Community Action, Inc.'s Western Carolina Community Action, Inc. 403(b) Plan reported $7M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,130 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Western Carolina Community Action, Inc. 403(b) Plan covers 168 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#10,130
in Healthcare & Social Assistance (17,684 peers)
+21.5%
assets growth YoY

Western Carolina Community Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western Carolina Community Action, Inc. 403(b) Plan vs every filed plan by assets

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

$7,345,918 Top 48% higher than 52% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Western Carolina Community Action, Inc. 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. Western Carolina Community Action, Inc. 403(b) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Carolina Community Action, Inc. 403(b) Plan reported net income rose from -$965K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Western Carolina Community Action, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Western Carolina Community Action, Inc. 403(b) Plan reported participants fell from 173 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560846319 · Western Carolina Community Action, Inc. PY 2023 · Other

Western Carolina Community Action, Inc. 403(b) Plan · $7M · 168 · 52nd

  • 5500 $7M
  • ASSETS 168
  • PCT 52nd
  • EIN Other
  • RANK near Tax-Deferred Annuity Plan for Scope Education Services
  • PHOTO ind #10130

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 →

Western Carolina Community Action, Inc. 403(b) Plan in the asset neighbourhood

Western Carolina Community Action, Inc. 403(b) PlanWestern Carolina Community A…$7MTax-Deferred Annuity Plan for Scope Education ServicesTax-Deferred Annuity Plan fo…$7MFlorida Christian School of Dade Co., Inc. Retirement PlanFlorida Christian School of …$7MHanalani Schools 403b Plan$7MSection 403(b) Retirement Plan for Employees of Program Development Services, Inc.Section 403(b) Retirement Pl…$7M
End-of-year total assets ($M) among Western Carolina Community Action, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN560846319
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Carolina Community Action, Inc.)

Sponsor-wide plan assets over time

All Western Carolina Community Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.5056183418571% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $8.55M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 173 $6M
2023 1 168 $7M
2024 1 205 $9M

Nearby Other Plans in North Carolina

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

Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Western Carolina Community Action, Inc. 403(b) Plan, Total assets ($B): 0.007345918 · Participants: 168Western Carolina Community Action, Inc. 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Western Carolina Community Action, Inc. 403(b) Plan side-by-side with 3 peers →

Western Carolina Community Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Tax-Deferred Annuity Plan for Scope Education Services in NY ($7M); by covered participants it is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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.

Frequently Asked Questions

How did Western Carolina Community Action, Inc. 403(b) Plan assets move in 2023? ▼
Western Carolina Community Action, Inc. 403(b) Plan grew sharply - up 21.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Western Carolina Community Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Carolina Community Action, Inc.'s sponsor-wide assets grew 41.5%, from $6M to $9M.
Which Other plans are similar in size to Western Carolina Community Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Tax-Deferred Annuity Plan for Scope Education Services in NY ($7M, 2,249 participants).
Which Other plans cover a similar participant headcount to Western Carolina Community Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants, N/A in assets).

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 560846319.

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.