Other · DOL Form 5500 · 2023
Harnett Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 896
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $36,096
- Avg per participant Low balance/head
Official DOL plan name: Harnett Health System, Inc. Supplemental Retirement 403(b) Plan · Sponsored by Harnett Health System, Inc. · North Carolina · Healthcare & Social Assistance
$32M in assets, 896 participants
Harnett Health System, Inc.'s Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported $32M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,703 in Healthcare & Social Assistance (17,684 peers)
Where Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits by assets
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits in the top quartile of all filed plans by assets, $32M for 896 participants (~$36,096/participant), up 0.5% in 2023.
- #14,703
- in Healthcare & Social Assistance (17,684 peers)
- +0.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan's outsized position by total assets
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,342,193 Top 20% higher than 80% 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
Harnett Health System, Inc. Supplemental Retirement 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. Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits mid-pack in the medium band (896 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $175K in the plan year 2023 filing.
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported participants fell from 961 in the plan year 2022 filing to 896 in the plan year 2023 filing.
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560603898 · Harnett Health System, Inc. PY 2023 · Other
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan · $32M · 896 · 80th
- BOY $32M
- SCH 896
- EBSA 80th
- PART Other
- TYPE near The Frederick Gunn School Defined Contribution Retirement Plan
- NET ind #14703
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 →
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $175K |
| Employer EIN | 560603898 |
| Plan Effective Date | 1997-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harnett Health System, Inc.)
Sponsor-wide plan assets over time
All Harnett Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 8.007916949739116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,138 | $51M |
| 2023 | 2 | 1,030 | $54M |
| 2024 | 2 | 991 | $55M |
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
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Frederick Gunn School Defined Contribution Retirement Plan in CT ($32M); by covered participants it is University of Saint Joseph 403(b) Retirement Plan in CT (896 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- The Frederick Gunn School Defined Contribution Retirement Plan (CT) $32M · 129
- Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan (NY) $32M · 340
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan (CA) $32M · 89
- Pathfinder International Retirement Plan (DC) $32M · 111
Similar participant headcount
Nearest other-state filings by covered participants (896 participants); asset peers above are excluded.
- University of Saint Joseph 403(b) Retirement Plan (CT) 896 · 0 off
- Unity Health Care, Inc. 403 (B) Plan (DC) 895 · 1 off
- 403(b)Thrift Plan of Franziska Racker Centers, Inc. (NY) 894 · 2 off
- The Adirondack Health Tax Deferred Annuity Plan (NY) 898 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.