401(k) · DOL Form 5500 · 2023
Scotland Memorial Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 1,106
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $61,321
- Avg per participant Low balance/head
Official DOL plan name: Scotland Memorial Hospital, Inc. 403(b) Retirement Plan · Sponsored by Scotland Memorial Hospital, Inc. · North Carolina · Healthcare & Social Assistance
$68M in assets, 1,106 participants
Scotland Memorial Hospital, Inc.'s Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported $68M in total assets and 1,106 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,932 in Healthcare & Social Assistance (17,684 peers)
Where Scotland Memorial Hospital, Inc. 403(b) Retirement Plan sits by assets
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 1,106 participants (~$61,321/participant), up 21.9% in 2023.
- #15,932
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan's outsized position by total assets
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,821,074 Top 12% higher than 88% 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
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scotland Memorial Hospital, Inc. 403(b) Retirement Plan lands in the large band (1,106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 1,106 in the plan year 2023 filing.
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $68M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 560583151 · Scotland Memorial Hospital, Inc. PY 2023 · 401(k)
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan · $68M · 1,106 · 88th
- BOOK $68M
- VS-ST 1,106
- BOY 88th
- SCH 401(k)
- EBSA near The Penta Building Group, LLC 401(k) Plan
- PART ind #15932
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 →
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $12M |
| Employer EIN | 560583151 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scotland Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Scotland Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 38.57469134771842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $57M |
| 2023 | 1 | 1,106 | $68M |
| 2024 | 1 | 1,257 | $79M |
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
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is The Penta Building Group, LLC 401(k) Plan in NV ($68M); by covered participants it is The Walman Optical Company 401(k) Plan in MN (1,106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- The Penta Building Group, LLC 401(k) Plan (NV) $68M · 386
- P. Kaufmann Employees' 401(k) Profit-Sharing Trust (NY) $68M · 148
- Bastion Technologies 401(k) Plan (TX) $68M · 487
- Voltyx 401(k) Plan (MO) $68M · 1,017
Similar participant headcount
Nearest other-state filings by covered participants (1,106 participants); asset peers above are excluded.
- The Walman Optical Company 401(k) Plan (MN) 1,106 · 0 off
- Bellisio Foods, Inc. Union Retirement Savings Plan (MN) 1,106 · 0 off
- Metro Aviation, Inc. Employees' Deferred Saving and Retirement Plan (LA) 1,106 · 0 off
- Delta Apparel, Inc. Savings and Investment Plan (GA) 1,106 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.