401(k) · DOL Form 5500 · 2023

Children's Home Society of North Carolina, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
311
Participants Below avg headcount
56th
Percentile by assets National rank
$28,689
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Children's Home Society of Nc, Inc. 403(b) Plan · Sponsored by Children's Home Society of North Carolina, Inc. · North Carolina · Healthcare & Social Assistance

$9M in assets, 311 participants

Children's Home Society of North Carolina, Inc.'s Children's Home Society of Nc, Inc. 403(b) Plan reported $9M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,924 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Children's Home Society of Nc, Inc. 403(b) Plan covers 311 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#10,924
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY

Children's Home Society of Nc, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Children's Home Society of Nc, Inc. 403(b) Plan vs every filed plan by assets

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

$8,922,319 Top 44% higher than 56% 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

Children's Home Society of Nc, Inc. 403(b) 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. Children's Home Society of Nc, Inc. 403(b) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children's Home Society of Nc, Inc. 403(b) Plan reported net income rose from -$72K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Children's Home Society of Nc, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Children's Home Society of Nc, Inc. 403(b) Plan reported participants rose from 274 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560529946 · Children's Home Society of North Carolina, Inc. PY 2023 · 401(k)

Children's Home Society of Nc, Inc. 403(b) Plan · $9M · 311 · 56th

  • PHOTO $9M
  • PHOTO 311
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Welsco, Inc. 401(k) Plan
  • PHOTO ind #10924

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 →

Children's Home Society of Nc, Inc. 403(b) Plan in the asset neighbourhood

Children's Home Society of Nc, Inc. 403(b) PlanChildren's Home Society of N…$9MWelsco, Inc. 401(k) Plan$9MSpfm, L.P. 401(k) Plan$9MMcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing PlanMcelroy, Quirk & Burch (Apc)…$9MRoberts Company, Inc. Savings Plan and TrustRoberts Company, Inc. Saving…$9M
End-of-year total assets ($M) among Children's Home Society of Nc, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN560529946
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Children's Home Society of North Carolina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 90.8018036908218% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.4M $14.1M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 274 $7M
2023 2 624 $20M
2024 1 334 $14M

Nearby 401(k) Plans in North Carolina

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

Children's Home Society of Nc, Inc. 403(b) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Children's Home Society of Nc, Inc. 403(b) Plan, Total assets ($B): 0.008922319 · Participants: 311Children's Home Society of Nc, Inc. 403(b) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Children's Home Society of Nc, Inc. 403(b) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Children's Home Society of Nc, Inc. 403(b) Plan side-by-side with 3 peers →

Children's Home Society of Nc, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Welsco, Inc. 401(k) Plan in AR ($9M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Children's Home Society of Nc, Inc. 403(b) Plan assets move in 2023? ▼
Children's Home Society of Nc, Inc. 403(b) Plan grew sharply - up 20.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Children's Home Society of North Carolina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children's Home Society of North Carolina, Inc.'s sponsor-wide assets grew 90.8%, from $7M to $14M.
Which 401(k) plans are similar in size to Children's Home Society of Nc, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Welsco, Inc. 401(k) Plan in AR ($9M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Children's Home Society of Nc, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 560529946.

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.