Other · DOL Form 5500 · 2023
HONORBRIDGE Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $151,514
- Avg per participant Above avg balance/head
Official DOL plan name: Honorbridge Retirement Plan · Sponsored by HONORBRIDGE · North Carolina · Healthcare & Social Assistance
$28M in assets, 183 participants
HONORBRIDGE's Honorbridge Retirement Plan reported $28M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,403 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Honorbridge Retirement Plan covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #14,403
- in Healthcare & Social Assistance (17,684 peers)
- +16.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Honorbridge Retirement Plan's outsized position by total assets
Honorbridge Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,726,995 Top 22% higher than 78% 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
Honorbridge Retirement 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. Honorbridge Retirement Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Honorbridge Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Honorbridge Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Honorbridge Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 183 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581627444 · HONORBRIDGE PY 2023 · Other
Honorbridge Retirement Plan · $28M · 183 · 78th
- EIN $28M
- RANK 183
- PHOTO 78th
- IND Other
- EOY near Miami Jewish Health Systems Retirement Plan
- 5500 ind #14403
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 →
Honorbridge Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 581627444 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HONORBRIDGE)
Sponsor-wide plan assets over time
All HONORBRIDGE plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 31.519000049987415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $24M |
| 2023 | 1 | 183 | $28M |
| 2024 | 1 | 231 | $31M |
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
Honorbridge Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Miami Jewish Health Systems Retirement Plan in FL ($28M); by covered participants it is Davis & Elkins College Defined Contribution Retirement Plan in WV (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 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.