Other · DOL Form 5500 · 2023
North Carolina Performing Arts Center at Charlotte Foundation Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 366
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $21,764
- Avg per participant Low balance/head
Official DOL plan name: North Carolina Performing Arts Center at Charlotte Foundation 403b Plan · Sponsored by North Carolina Performing Arts Center at Charlotte Foundation · North Carolina · Arts, Entertainment & Recreation
$8M in assets, 366 participants
North Carolina Performing Arts Center at Charlotte Foundation's North Carolina Performing Arts Center at Charlotte Foundation 403b Plan reported $8M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #2,080 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in North Carolina
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan covers 366 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #2,080
- in Arts, Entertainment & Recreation (2,945 peers)
- +18.6%
- assets growth YoY
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,965,527 Top 46% higher than 54% 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
North Carolina Performing Arts Center at Charlotte Foundation 403b 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. North Carolina Performing Arts Center at Charlotte Foundation 403b Plan sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Carolina Performing Arts Center at Charlotte Foundation 403b Plan reported participants rose from 286 in the plan year 2022 filing to 366 in the plan year 2023 filing.
- North Carolina Performing Arts Center at Charlotte Foundation 403b Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- North Carolina Performing Arts Center at Charlotte Foundation 403b Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 581791724 · North Carolina Performing Arts Center at Charlotte Foundation PY 2023 · Other
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan · $8M · 366 · 54th
- SCH $8M
- SCH 366
- SCH 54th
- SCH Other
- SCH near Real Services, Inc. 403(b) Plan
- SCH ind #2080
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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 581791724 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Carolina Performing Arts Center at Charlotte Foundation)
Sponsor-wide plan assets over time
All North Carolina Performing Arts Center at Charlotte Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.97361189789472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 286 | $7M |
| 2023 | 1 | 366 | $8M |
| 2024 | 1 | 128 | $9M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
North Carolina Performing Arts Center at Charlotte Foundation 403b Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Real Services, Inc. 403(b) Plan in IN ($8M); by covered participants it is Fresno Pacific University DC Retirement Plan in CA (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Real Services, Inc. 403(b) Plan (IN) $8M · 241
- Amber Charter School 403(b) DC Plan (NY) $8M · 206
- Southeast Alabama Rural Health Associates 403(b) Plan (AL) $8M · 138
- Brian's House 403(b) Plan (PA) $8M · 358
Similar participant headcount
Nearest other-state filings by covered participants (366 participants); asset peers above are excluded.
- Fresno Pacific University DC Retirement Plan (CA) 366 · 0 off
- Central Park Conservancy 403(b) Retirement Plan (NY) 366 · 0 off
- Preferred Behavioral Health of Nj 403(b) Plan (NJ) 366 · 0 off
- Alcona Citizens for Health, Inc. 403(b) Plan (MI) 366 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.