Profit Sharing · DOL Form 5500 · 2023

Fellowship Hall Retirement Plan Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
100
Participants Small participant base
47th
Percentile by assets National rank
$58,063
Avg per participant Low balance/head
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Official DOL plan name: Fellowship Hall Retirement Plan · Sponsored by Fellowship Hall Retirement Plan · North Carolina · Healthcare & Social Assistance

$6M in assets, 100 participants

Fellowship Hall Retirement Plan's Fellowship Hall Retirement Plan reported $6M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,165 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Fellowship Hall Retirement Plan covers 100 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,165
in Healthcare & Social Assistance (17,684 peers)
+12.9%
assets growth YoY

Fellowship Hall Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fellowship Hall Retirement Plan vs every filed plan by assets

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

$5,806,332 47th percentile higher than 47% 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

Fellowship Hall Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellowship Hall Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fellowship Hall Retirement Plan reported net income fell from $775K in the plan year 2022 filing to $663K in the plan year 2023 filing.
  • Fellowship Hall Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Fellowship Hall Retirement Plan reported participants fell from 106 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560949273 · Fellowship Hall Retirement Plan PY 2023 · Profit Sharing

Fellowship Hall Retirement Plan · $6M · 100 · 47th

  • PHOTO $6M
  • PHOTO 100
  • PHOTO 47th
  • PHOTO Profit Sharing
  • PHOTO near Brehm Preparatory School Defined Contribution Plan
  • PHOTO ind #9165

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 →

Fellowship Hall Retirement Plan in the asset neighbourhood

Fellowship Hall Retirement PlanFellowship Hall Retirement P…$6MBrehm Preparatory School Defined Contribution PlanBrehm Preparatory School Def…$6MAjp Electric, Inc. Profit Sharing PlanAjp Electric, Inc. Profit Sh…$6MSamaritan Bethany, Inc. 403(b) Retirement PlanSamaritan Bethany, Inc. 403(…$6MBuilders Insulation Holdings, Inc. Profit Sharing PlanBuilders Insulation Holdings…$6M
End-of-year total assets ($M) among Fellowship Hall Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$663K
Employer EIN560949273
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowship Hall Retirement Plan)

Sponsor-wide plan assets over time

All Fellowship Hall Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.6749067117926677% vs 2022
2024 filing year
$5M$5.5M$6M 202220232024 $5.14M $5.18M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 106 $5M
2023 1 100 $6M
2024 1 98 $5M

Nearby Profit Sharing Plans in North Carolina

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

Fellowship Hall Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Fellowship Hall Retirement Plan, Total assets ($B): 0.005806332 · Participants: 100Fellowship Hall Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Fellowship Hall Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Fellowship Hall Retirement Plan side-by-side with 3 peers →

Fellowship Hall Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Brehm Preparatory School Defined Contribution Plan in IL ($6M); by covered participants it is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Fellowship Hall Retirement Plan assets move in 2023? ▼
Fellowship Hall Retirement Plan grew at a solid clip - up 12.9% during 2023, from $5M to $6M. Reported net income was $663K.
How have Fellowship Hall Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowship Hall Retirement Plan's sponsor-wide assets grew 0.7%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Fellowship Hall Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brehm Preparatory School Defined Contribution Plan in IL ($6M, 98 participants).
Which Profit Sharing plans cover a similar participant headcount to Fellowship Hall Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO (100 participants, $9M 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 560949273.

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.