Other · DOL Form 5500 · 2023

Carolina Community Actions, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
124
Participants Small participant base
48th
Percentile by assets National rank
$48,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Community Actions 403(b) Plan · Sponsored by Carolina Community Actions, Inc. · South Carolina · Healthcare & Social Assistance

$6M in assets, 124 participants

Carolina Community Actions, Inc.'s Carolina Community Actions 403(b) Plan reported $6M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,348 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Carolina Community Actions 403(b) Plan covers 124 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $6M.

#9,348
in Healthcare & Social Assistance (17,684 peers)
-3.6%
assets change YoY

The plan reported a net loss of $225K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Community Actions 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Community Actions 403(b) Plan vs every filed plan by assets

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

$6,043,950 48th percentile higher than 48% 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

Carolina Community Actions 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. Carolina Community Actions 403(b) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Community Actions 403(b) Plan reported net income rose from -$631K in the plan year 2022 filing to -$225K in the plan year 2023 filing.
  • Carolina Community Actions 403(b) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570475466 · Carolina Community Actions, Inc. PY 2023 · Other

Carolina Community Actions 403(b) Plan · $6M · 124 · 48th

  • BOOK $6M
  • VS-ST 124
  • BOY 48th
  • SCH Other
  • EBSA near Zootampa 403(b) Retirement Plan
  • PART ind #9348

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 →

Carolina Community Actions 403(b) Plan in the asset neighbourhood

Carolina Community Actions 403(b) PlanCarolina Community Actions 4…$6MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$6MClarewood House Retirement Savings PlanClarewood House Retirement S…$6MHoly Angels, Inc. 403(b) Retirement Savings PlanHoly Angels, Inc. 403(b) Ret…$6MTrinity School for Ministry Retirement Plan 3Trinity School for Ministry …$6M
End-of-year total assets ($M) among Carolina Community Actions 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$225K
Employer EIN570475466
Plan Effective Date1987-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Community Actions, Inc.)

Sponsor-wide plan assets over time

All Carolina Community Actions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.334477025583454% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M 202220232024 $6.27M $6.48M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 124 $6M
2024 1 113 $6M

Nearby Other Plans in South Carolina

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

Carolina Community Actions 403(b) Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Carolina Community Actions 403(b) Plan, Total assets ($M): 6.04395 · Participants: 124Carolina Community Actions 403(b) PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Carolina Community Actions 403(b) Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Carolina Community Actions 403(b) Plan side-by-side with 3 peers →

Carolina Community Actions 403(b) Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Zootampa 403(b) Retirement Plan in FL ($6M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Carolina Community Actions 403(b) Plan assets move in 2023? ▼
Carolina Community Actions 403(b) Plan edged down modestly - down 3.6% during 2023, from $6M to $6M. Reported net income was -$225K.
How have Carolina Community Actions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Community Actions, Inc.'s sponsor-wide assets grew 3.3%, from $6M to $6M.
Which Other plans are similar in size to Carolina Community Actions 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Zootampa 403(b) Retirement Plan in FL ($6M, 381 participants).
Which Other plans cover a similar participant headcount to Carolina Community Actions 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 570475466.

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.