401(k)
2023 plan-year 401(k) DOL Form 5500

Children's Home Society of Nc, Inc. 403(b) Plan

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

Sponsored by Children's Home Society of North Carolina, Inc. ยท North Carolina ยท Healthcare & Social Assistance

What the 2023 filing shows

Children's Home Society of Nc, Inc. 403(b) Plan holds $9M for 311 participants - about $28,689 per participant, up 20.5% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
311
covered participants
$28,689
avg assets per participant
+20.5%
assets growth YoY
Total Assets (2023)
$9M
Participants
311
Industry
Healthcare & Social Assistance

What the Filing Says About Children's Home Society of Nc, Inc. 403(b) Plan

Children's Home Society of Nc, Inc. 403(b) Plan is a 401(k) retirement plan sponsored by Children's Home Society of North Carolina, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 311 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560529946, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end โ€” a gain of 20.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M 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 1 prior plan-year filing 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 โ€” 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)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN560529946
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Home Society of North Carolina, Inc.)

Year Plans Participants Total Assets
2022 1 274 $7M
2023 2 624 $20M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Children's Home Society of Nc, Inc. 403(b) Plan?
As of the 2023 Form 5500 filing, Children's Home Society of Nc, Inc. 403(b) Plan holds $9M in total assets with 311 participants. It is sponsored by Children's Home Society of North Carolina, Inc..
What type of plan is Children's Home Society of Nc, Inc. 403(b) Plan?
Children's Home Society of Nc, Inc. 403(b) Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 560529946.
Who sponsors the Children's Home Society of Nc, Inc. 403(b) Plan?
Children's Home Society of Nc, Inc. 403(b) Plan is sponsored by Children's Home Society of North Carolina, Inc., located in North Carolina. The sponsor's EIN is 560529946 and the plan operates in the Healthcare & Social Assistance industry.
How did Children's Home Society of Nc, Inc. 403(b) Plan perform in 2023?
Children's Home Society of Nc, Inc. 403(b) Plan grew by 20.5% during 2023, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Children's Home Society of Nc, Inc. 403(b) Plan?
Official Form 5500 filings for Children's Home Society of Nc, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560529946 or plan name at efast.dol.gov.
How does Children's Home Society of Nc, Inc. 403(b) Plan compare to other plans?
You can compare Children's Home Society of Nc, Inc. 403(b) Plan against other 401(k) 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) โ€” original filing retrieval by EIN 560529946.

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

Reference: IRS Publication 590-B โ€” 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.