Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan of North Carolina Baptist Hospital

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by North Carolina Baptist Hospital · North Carolina · Healthcare & Social Assistance

What the 2023 filing shows

Pension Plan of North Carolina Baptist Hospital holds $327M for 2,201 participants — about $148,646 per participant, up 14.3% over the 2023 plan year.

$327M
total plan assets (2023 EOY)
2,201
covered participants
$148,646
avg assets per participant
+14.3%
assets growth YoY
Total Assets (2023)
$327M
Participants
2,201
Industry
Healthcare & Social Assistance

What the Filing Says About Pension Plan of North Carolina Baptist Hospital

Pension Plan of North Carolina Baptist Hospital is a Defined Benefit (Pension) retirement plan sponsored by North Carolina Baptist Hospital, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $327M in total end-of-year assets and covers 2,201 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560552787, and the plan has been effective since 1956-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $286M at the beginning of 2023 to $327M at year-end — a gain of 14.3%. Net assets (after liabilities) closed the year at $270M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$286M
Total Assets (End of Year)$327M
Net Assets (End of Year)$270M
Net Income$19M
Plan TypeDefined Benefit (Pension)
Employer EIN560552787
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Baptist Hospital)

Year Plans Participants Total Assets
2022 1 2,431 $286M
2023 1 2,201 $327M
2024 1 2,067 $335M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pension Plan of North Carolina Baptist Hospital?
As of the 2023 Form 5500 filing, Pension Plan of North Carolina Baptist Hospital holds $327M in total assets with 2,201 participants. It is sponsored by North Carolina Baptist Hospital.
What type of plan is Pension Plan of North Carolina Baptist Hospital?
Pension Plan of North Carolina Baptist Hospital is a Defined Benefit (Pension) plan. It has been effective since 1956-12-01. The plan is filed with the U.S. Department of Labor under EIN 560552787.
Who sponsors the Pension Plan of North Carolina Baptist Hospital?
Pension Plan of North Carolina Baptist Hospital is sponsored by North Carolina Baptist Hospital, located in North Carolina. The sponsor's EIN is 560552787 and the plan operates in the Healthcare & Social Assistance industry.
How did Pension Plan of North Carolina Baptist Hospital perform in 2023?
Pension Plan of North Carolina Baptist Hospital grew by 14.3% during 2023, moving from $286M to $327M in total assets. Net income was $19M.
Where can I find official filings for Pension Plan of North Carolina Baptist Hospital?
Official Form 5500 filings for Pension Plan of North Carolina Baptist Hospital are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560552787 or plan name at efast.dol.gov.
How does Pension Plan of North Carolina Baptist Hospital compare to other plans?
You can compare Pension Plan of North Carolina Baptist Hospital against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 560552787.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.