Other · DOL Form 5500 · 2023

KERSHAWHEALTH Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 1
Participants Small participant base: 53rd
Percentile by assets National rank: $7.8M
Avg per participant High balance/head

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Official DOL plan name: Kershawhealth 403b Retirement Plan · Sponsored by KERSHAWHEALTH · South Carolina · Healthcare & Social Assistance

$8M in assets, 1 participants

KERSHAWHEALTH's Kershawhealth 403b Retirement Plan reported $8M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#10,391 in Healthcare & Social Assistance (17,684 peers)

KERSHAWHEALTH multi-year trail

KERSHAWHEALTH's plans moved +10.9% in assets from 2022 to 2024; this filing shows Kershawhealth 403b Retirement Plan at $8M / 1 participant.

#10,391
in Healthcare & Social Assistance (17,684 peers): +4.3%
assets growth YoY

Kershawhealth 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kershawhealth 403b Retirement Plan vs every filed plan by assets

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

$7,796,005 Top 47% higher than 53% 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

Kershawhealth 403b Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kershawhealth 403b Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kershawhealth 403b Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $324K in the plan year 2023 filing.
Kershawhealth 403b Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 576005963 · KERSHAWHEALTH PY 2023 · Other

Kershawhealth 403b Retirement Plan · $8M · 1 · 53rd

RANK $8M
PHOTO 1
IND 53rd
EOY Other
5500 near Alcott School 403(b) Plan
ASSETS ind #10391

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 South Carolina →

End-of-year total assets ($M) among Kershawhealth 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

KERSHAWHEALTH multi-year asset trail

Latest sponsor-wide plan assets: $8M 10.907378614114629% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$7M
2023	1	1	$8M
2024	1	1	$8M

KERSHAWHEALTH filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$324K
Employer EIN	576005963
Plan Effective Date	1976-10-01
Filing Status	FILING RECEIVED

Nearby Other Plans in South Carolina

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

Kershawhealth 403b Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

Prisma Health 401(a) Plan $838M · 21,235
Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
Anmed Health Retirement Savings Plan $219M · 3,474
Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141

Compare Kershawhealth 403b Retirement Plan side-by-side with 3 peers →

Kershawhealth 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Alcott School 403(b) Plan in NY ($8M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Alcott School 403(b) Plan (NY) $8M · 149
Ability Kc 403(b) DC Plan (MO) $8M · 202
United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan (PA) $8M · 696
Jones-Harrison Residence Retirement Savings Plan (MN) $8M · 284

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

James Nola Investment Trust (FL) 1 · 0 off
Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 1 · 0 off

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 Kershawhealth 403b Retirement Plan assets move in 2023? ▼

Kershawhealth 403b Retirement Plan edged up modestly - up 4.3% during 2023, from $7M to $8M. Reported net income was $324K.

How have KERSHAWHEALTH plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), KERSHAWHEALTH's sponsor-wide assets grew 10.9%, from $7M to $8M.

Which Other plans are similar in size to Kershawhealth 403b Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Alcott School 403(b) Plan in NY ($8M, 149 participants).

Which Other plans cover a similar participant headcount to Kershawhealth 403b Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 576005963.