Other · DOL Form 5500 · 2023

Haywood Vocational Opportunities, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
263
Participants Below avg headcount
52nd
Percentile by assets National rank
$28,336
Avg per participant Low balance/head
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Official DOL plan name: Haywood Vocational Opportunities, Inc. Retirement Plan · Sponsored by Haywood Vocational Opportunities, Inc. · North Carolina · Healthcare & Social Assistance

$7M in assets, 263 participants

Haywood Vocational Opportunities, Inc.'s Haywood Vocational Opportunities, Inc. Retirement Plan reported $7M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,196 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Haywood Vocational Opportunities, Inc. Retirement Plan covers 263 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#10,196
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

Haywood Vocational Opportunities, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Haywood Vocational Opportunities, Inc. Retirement Plan vs every filed plan by assets

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

$7,452,370 Top 48% higher than 52% 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

Haywood Vocational Opportunities, Inc. 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. Haywood Vocational Opportunities, Inc. Retirement Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haywood Vocational Opportunities, Inc. Retirement Plan reported net income rose from -$824K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Haywood Vocational Opportunities, Inc. Retirement Plan reported participants fell from 294 in the plan year 2022 filing to 263 in the plan year 2023 filing.
  • Haywood Vocational Opportunities, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561651554 · Haywood Vocational Opportunities, Inc. PY 2023 · Other

Haywood Vocational Opportunities, Inc. Retirement Plan · $7M · 263 · 52nd

  • EBSA $7M
  • EBSA 263
  • EBSA 52nd
  • EBSA Other
  • EBSA near Dallas Christian School 403(b) DC Plan
  • EBSA ind #10196

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 →

Haywood Vocational Opportunities, Inc. Retirement Plan in the asset neighbourhood

Haywood Vocational Opportunities, Inc. Retirement PlanHaywood Vocational Opportuni…$7MDallas Christian School 403(b) DC PlanDallas Christian School 403(…$7MMers/Missouri Goodwill 403b PlanMers/Missouri Goodwill 403b …$7MHabitat for Humanity East Bay Retirement PlanHabitat for Humanity East Ba…$7MLawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement PlanLawrence School 403(b) Defin…$7M
End-of-year total assets ($M) among Haywood Vocational Opportunities, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$129K
Employer EIN561651554
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haywood Vocational Opportunities, Inc.)

Sponsor-wide plan assets over time

All Haywood Vocational Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 2.7186920542168043% vs 2022
2024 filing year
$7M$7.1M$7.2M$7.3M$7.4M$7.5M 202220232024 $7.32M $7.12M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 294 $7M
2023 1 263 $7M
2024 1 225 $7M

Nearby Other Plans in North Carolina

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

Haywood Vocational Opportunities, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Haywood Vocational Opportunities, Inc. Retirement Plan, Total assets ($B): 0.00745237 · Participants: 263Haywood Vocational Opportunities, Inc. Retirement 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
Haywood Vocational Opportunities, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Haywood Vocational Opportunities, Inc. Retirement Plan side-by-side with 3 peers →

Haywood Vocational Opportunities, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Dallas Christian School 403(b) DC Plan in TX ($7M); by covered participants it is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Haywood Vocational Opportunities, Inc. Retirement Plan assets move in 2023? ▼
Haywood Vocational Opportunities, Inc. Retirement Plan edged up modestly - up 1.8% during 2023, from $7M to $7M. Reported net income was $129K.
How have Haywood Vocational Opportunities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haywood Vocational Opportunities, Inc.'s sponsor-wide assets declined 2.7%, from $7M to $7M.
Which Other plans are similar in size to Haywood Vocational Opportunities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dallas Christian School 403(b) DC Plan in TX ($7M, 75 participants).
Which Other plans cover a similar participant headcount to Haywood Vocational Opportunities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants, $90M 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 561651554.

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.