Defined Benefit (Pension) · DOL Form 5500 · 2023

North Carolina Baptist Hospital Pension Plan

Data updated 2026-08-11

$327M
Total assets
2,201
Participants
96th
Percentile by assets
$148,646
Avg per participant
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Official DOL plan name: Pension Plan of North Carolina Baptist Hospital · Sponsored by North Carolina Baptist Hospital · North Carolina · Healthcare & Social Assistance

$327M in assets, 2,201 participants

North Carolina Baptist Hospital's Pension Plan of North Carolina Baptist Hospital reported $327M in total assets and 2,201 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,096 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Pension Plan of North Carolina Baptist Hospital covers 2,201 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $327M.

$327M
total plan assets (2023 EOY)
2,201
covered participants
96th
percentile by assets (of 127,072 plans)
$148,646
avg assets per participant

Where Pension Plan of North Carolina Baptist Hospital sits by total assets

Pension Plan of North Carolina Baptist Hospital vs every filed plan by assets

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

$327,169,865 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of North Carolina Baptist Hospital reported net income rose from -$97M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Pension Plan of North Carolina Baptist Hospital end-of-year assets rose from $286M in the plan year 2022 filing to $327M in the plan year 2023 filing.
  • Pension Plan of North Carolina Baptist Hospital reported participants fell from 2,431 in the plan year 2022 filing to 2,201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Pension Plan of North Carolina Baptist Hospital reports 2,201 participants - 2.7x that state average ($327M EOY assets).

North Carolina filing particulars

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

Sponsor Plan History (North Carolina Baptist Hospital)

$280M$300M$320M$340M 202220232024 $286M $335M ▲ +17.0%
Total plan assets by year, all North Carolina Baptist Hospital plans on file
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.

Pension Plan of North Carolina Baptist Hospital vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Pension Plan of North Carolina Baptist Hospital vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Pension Plan of Nort…Honeywell Retirement…Truist Financial Cor…Duke Energy Retireme…Duke Energy Legacy P…Employees' Retiremen…
Pension Plan of North Carolina Baptist Hospital vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of North Carolina Baptist Hospital by total assets, not by location.

Frequently Asked Questions

How did Pension Plan of North Carolina Baptist Hospital assets move in 2023?
Pension Plan of North Carolina Baptist Hospital grew at a solid clip - up 14.3% during 2023, from $286M to $327M. Reported net income was $19M.
How have North Carolina Baptist Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), North Carolina Baptist Hospital's sponsor-wide assets grew 17.0%, from $286M to $335M.
Where does Pension Plan of North Carolina Baptist Hospital rank by assets among Form 5500 filers?
Pension Plan of North Carolina Baptist Hospital ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of North Carolina Baptist Hospital?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN ($327M, 198 participants).

Next read for Pension Plan of North Carolina Baptist H…

Filing takeaways

Ways to act on Pension Plan of North Carolina Baptist Hospital's numbers.