Other · DOL Form 5500 · 2023

Moravian Home, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
310
Participants Below avg headcount
49th
Percentile by assets National rank
$20,342
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Salemtowne Retirement Savings Plan · Sponsored by Moravian Home, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 310 participants

Moravian Home, Inc.'s Salemtowne Retirement Savings Plan reported $6M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,529 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Salemtowne Retirement Savings Plan covers 310 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,529
in Healthcare & Social Assistance (17,684 peers)
+21.2%
assets growth YoY

Salemtowne Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Salemtowne Retirement Savings Plan vs every filed plan by assets

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

$6,306,156 49th percentile higher than 49% 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

Salemtowne Retirement Savings 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. Salemtowne Retirement Savings Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Salemtowne Retirement Savings Plan reported net income rose from -$108K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Salemtowne Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Salemtowne Retirement Savings Plan reported participants fell from 336 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560963926 · Moravian Home, Inc. PY 2023 · Other

Salemtowne Retirement Savings Plan · $6M · 310 · 49th

  • VS-ST $6M
  • VS-ST 310
  • VS-ST 49th
  • VS-ST Other
  • VS-ST near 403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc
  • VS-ST ind #9529

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 →

Salemtowne Retirement Savings Plan in the asset neighbourhood

Salemtowne Retirement Savings PlanSalemtowne Retirement Saving…$6MThe Arc of the Central Chesapeake Region, Inc. 403(b) PlanThe Arc of the Central Chesa…$6MEmployee Benefit Plan of United States Equestrian Federation, Inc.Employee Benefit Plan of Uni…$6M403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc403b Thrift Plan of Adams Br…$6MSt Luke Lutheran Home for the Aging Employee Retirement PlanSt Luke Lutheran Home for th…$6M
End-of-year total assets ($M) among Salemtowne Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN560963926
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moravian Home, Inc.)

Sponsor-wide plan assets over time

All Moravian Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.398497229082324% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.2M $6.63M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 336 $5M
2023 1 310 $6M
2024 1 332 $7M

Nearby Other Plans in North Carolina

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

Salemtowne Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Salemtowne Retirement Savings Plan, Total assets ($B): 0.006306156 · Participants: 310Salemtowne Retirement Savings 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
Salemtowne Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Salemtowne Retirement Savings Plan side-by-side with 3 peers →

Salemtowne Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc in OH ($6M); by covered participants it is Robert Wood Johnson Foundation Matched Savings Plan in NJ (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Salemtowne Retirement Savings Plan assets move in 2023? ▼
Salemtowne Retirement Savings Plan grew sharply - up 21.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Moravian Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moravian Home, Inc.'s sponsor-wide assets grew 27.4%, from $5M to $7M.
Which Other plans are similar in size to Salemtowne Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is 403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc in OH ($6M, 152 participants).
Which Other plans cover a similar participant headcount to Salemtowne Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Robert Wood Johnson Foundation Matched Savings Plan in NJ (310 participants, $121M 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 560963926.

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.