401(k) · DOL Form 5500 · 2023

Lower Cape Fear Lifecare 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
229
Participants Below avg headcount
70th
Percentile by assets National rank
$77,080
Avg per participant Below avg balance/head
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Official DOL plan name: Lower Cape Fear Hospice, Inc. 403(b) Plan · Sponsored by Lower Cape Fear Lifecare · North Carolina · Healthcare & Social Assistance

$18M in assets, 229 participants

Lower Cape Fear Lifecare's Lower Cape Fear Hospice, Inc. 403(b) Plan reported $18M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,264 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Lower Cape Fear Hospice, Inc. 403(b) Plan covers 229 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#13,264
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY

Lower Cape Fear Hospice, Inc. 403(b) Plan's outsized position by total assets

Lower Cape Fear Hospice, Inc. 403(b) Plan vs every filed plan by assets

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

$17,651,260 Top 30% higher than 70% 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

Lower Cape Fear Hospice, 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. Lower Cape Fear Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lower Cape Fear Hospice, Inc. 403(b) Plan reported net income rose from -$987K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lower Cape Fear Hospice, Inc. 403(b) Plan reported participants fell from 313 in the plan year 2022 filing to 229 in the plan year 2023 filing.
  • Lower Cape Fear Hospice, Inc. 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561216682 · Lower Cape Fear Lifecare PY 2023 · 401(k)

Lower Cape Fear Hospice, Inc. 403(b) Plan · $18M · 229 · 70th

  • 5500 $18M
  • ASSETS 229
  • PCT 70th
  • EIN 401(k)
  • RANK near Corporate Mailings Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #13264

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 →

Lower Cape Fear Hospice, Inc. 403(b) Plan in the asset neighbourhood

Lower Cape Fear Hospice, Inc. 403(b) PlanLower Cape Fear Hospice, Inc…$18MCorporate Mailings Inc. 401(k) Profit Sharing PlanCorporate Mailings Inc. 401(…$18MHammer & Steel, Inc. 401(k) Profit Sharing PlanHammer & Steel, Inc. 401(k) …$18MWestern Management, Inc. Profit Sharing & 401(k) PlanWestern Management, Inc. Pro…$18MCibt 401(k) Retirement Savings PlanCibt 401(k) Retirement Savin…$18M
End-of-year total assets ($M) among Lower Cape Fear Hospice, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN561216682
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lower Cape Fear Lifecare)

Sponsor-wide plan assets over time

All Lower Cape Fear Lifecare plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.253784496108196% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $20.7M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 313 $15M
2023 1 229 $18M
2024 1 261 $21M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lower Cape Fear Hospice, Inc. 403(b) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lower Cape Fear Hospice, Inc. 403(b) Plan, Total assets ($B): 0.01765126 · Participants: 229Lower Cape Fear Hospice, Inc. 403(b) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lower Cape Fear Hospice, Inc. 403(b) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lower Cape Fear Hospice, Inc. 403(b) Plan side-by-side with 3 peers →

Lower Cape Fear Hospice, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Corporate Mailings Inc. 401(k) Profit Sharing Plan in NJ ($18M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Lower Cape Fear Hospice, Inc. 403(b) Plan assets move in 2023? ▼
Lower Cape Fear Hospice, Inc. 403(b) Plan grew sharply - up 16.3% during 2023, from $15M to $18M. Reported net income was $2M.
How have Lower Cape Fear Lifecare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lower Cape Fear Lifecare's sponsor-wide assets grew 36.3%, from $15M to $21M.
Which 401(k) plans are similar in size to Lower Cape Fear Hospice, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corporate Mailings Inc. 401(k) Profit Sharing Plan in NJ ($18M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Lower Cape Fear Hospice, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 561216682.

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.