Other · DOL Form 5500 · 2023

Methodist Home for Children Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
258
Participants Below avg headcount
58th
Percentile by assets National rank
$37,382
Avg per participant Low balance/head
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Official DOL plan name: 403b Thrift Plan for Employees of Methodist Home for Children · Sponsored by Methodist Home for Children · North Carolina · Healthcare & Social Assistance

$10M in assets, 258 participants

Methodist Home for Children's 403b Thrift Plan for Employees of Methodist Home for Children reported $10M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,220 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

403b Thrift Plan for Employees of Methodist Home for Children covers 258 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#11,220
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

403b Thrift Plan for Employees of Methodist Home for Children's mid-pack asset rank among Healthcare & Social Assistance and all filers

403b Thrift Plan for Employees of Methodist Home for Children vs every filed plan by assets

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

$9,644,654 Top 42% higher than 58% 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

403b Thrift Plan for Employees of Methodist Home for Children 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. 403b Thrift Plan for Employees of Methodist Home for Children sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403b Thrift Plan for Employees of Methodist Home for Children reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403b Thrift Plan for Employees of Methodist Home for Children reported participants fell from 334 in the plan year 2022 filing to 258 in the plan year 2023 filing.
  • 403b Thrift Plan for Employees of Methodist Home for Children end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560547482 · Methodist Home for Children PY 2023 · Other

403b Thrift Plan for Employees of Methodist Home for Children · $10M · 258 · 58th

  • SCH $10M
  • EBSA 258
  • PART 58th
  • TYPE Other
  • NET near Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan
  • BOOK ind #11220

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 →

403b Thrift Plan for Employees of Methodist Home for Children in the asset neighbourhood

The Hill at Whitemarsh 403(b) Retirement PlanThe Hill at Whitemarsh 403(b…$10MAdmiral Farragut Academy, Inc. 403(b) DC PlanAdmiral Farragut Academy, In…$10MGirl Scouts of San Jacinto Council 401(k) Profit Sharing PlanGirl Scouts of San Jacinto C…$10M403b Thrift Plan for Employees of Methodist Home for Children403b Thrift Plan for Employe…$10MAxis Community Health, Inc. 403(b) PlanAxis Community Health, Inc. …$10M
End-of-year total assets ($M) among 403b Thrift Plan for Employees of Methodist Home for Children and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN560547482
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Methodist Home for Children)

Sponsor-wide plan assets over time

All Methodist Home for Children plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.73112161196867% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $18.2M $12.4M ▼ -31.7%
Year Plans Participants Total Assets
2022 2 334 $18M
2023 2 258 $20M
2024 2 428 $12M

Nearby Other Plans in North Carolina

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

403b Thrift Plan for Employees of Methodist Home for Children vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants 403b Thrift Plan for Employees of Methodist Home for Children, Total assets ($B): 0.009644654 · Participants: 258403b Thrift Plan for Employees of Methodist Home for ChildrenThe 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
403b Thrift Plan for Employees of Methodist Home for Children vs. nearby Other plans in North Carolina, assets vs. participants

403b Thrift Plan for Employees of Methodist Home for Children's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan in TX ($10M); by covered participants it is Friendship Village of Dublin Matched Fund Retirement Plan in OH (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 403b Thrift Plan for Employees of Methodist Home for Children assets move in 2023?
403b Thrift Plan for Employees of Methodist Home for Children grew sharply - up 19.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Methodist Home for Children plan assets changed over time?
Across 3 plan years on file (2022-2024), Methodist Home for Children's sponsor-wide assets declined 31.7%, from $18M to $12M.
Which Other plans are similar in size to 403b Thrift Plan for Employees of Methodist Home for Children?
Among Other plans in other states, the closest by assets is Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan in TX ($10M, 190 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan for Employees of Methodist Home for Children?
Among Other plans in other states, the closest by covered participants is Friendship Village of Dublin Matched Fund Retirement Plan in OH (258 participants, $4M in assets).