401(k) · DOL Form 5500 · 2024

Carolina Family Health Centers, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
270
Participants Below avg headcount
63rd
Percentile by assets National rank
$51,105
Avg per participant Low balance/head
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Official DOL plan name: Carolina Family Health Centers, Inc Plan · Sponsored by Carolina Family Health Centers, Inc. · North Carolina · Healthcare & Social Assistance

$14M in assets, 270 participants

Carolina Family Health Centers, Inc.'s Carolina Family Health Centers, Inc Plan reported $14M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,472 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Carolina Family Health Centers, Inc Plan covers 270 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#11,472
in Healthcare & Social Assistance (16,916 peers)
+20.8%
assets growth YoY

Carolina Family Health Centers, Inc Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Family Health Centers, Inc Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,798,331 Top 37% higher than 63% of 123,620 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 2024

Carolina Family Health Centers, Inc Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Family Health Centers, Inc Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Family Health Centers, Inc Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Carolina Family Health Centers, Inc Plan reported participants rose from 239 in the plan year 2023 filing to 270 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 582079819 · Carolina Family Health Centers, Inc. PY 2024 · 401(k)

Carolina Family Health Centers, Inc Plan · $14M · 270 · 63rd

  • EIN $14M
  • RANK 270
  • PHOTO 63rd
  • IND 401(k)
  • EOY near D. M. Bowman, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #11472

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 →

Carolina Family Health Centers, Inc Plan in the asset neighbourhood

Carolina Family Health Centers, Inc PlanCarolina Family Health Cente…$14MD. M. Bowman, Inc. 401(k) Profit Sharing PlanD. M. Bowman, Inc. 401(k) Pr…$14MMile High United Way 401(k) PlanMile High United Way 401(k) …$14MDr. Brown's Company Savings and Retirement PlanDr. Brown's Company Savings …$14MTimberline Lodge Employee Savings and Protection PlanTimberline Lodge Employee Sa…$14M
End-of-year total assets ($M) among Carolina Family Health Centers, Inc Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN582079819
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Family Health Centers, Inc.)

Sponsor-wide plan assets over time

All Carolina Family Health Centers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.83695264737867% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.03M $13.8M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 234 $9M
2023 1 239 $11M
2024 1 270 $14M

Nearby 401(k) Plans in North Carolina

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

Carolina Family Health Centers, Inc Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Family Health Centers, Inc Plan, Total assets ($B): 0.013798331 · Participants: 270Carolina Family Health Centers, Inc PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Carolina Family Health Centers, Inc Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Family Health Centers, Inc Plan side-by-side with 3 peers →

Carolina Family Health Centers, Inc Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is D. M. Bowman, Inc. 401(k) Profit Sharing Plan in MD ($14M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carolina Family Health Centers, Inc Plan assets move in 2024? ▼
Carolina Family Health Centers, Inc Plan grew sharply - up 20.8% during 2024, from $11M to $14M. Reported net income was $2M.
How have Carolina Family Health Centers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Family Health Centers, Inc.'s sponsor-wide assets grew 52.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Carolina Family Health Centers, Inc Plan? ▼
Among 401(k) plans in other states, the closest by assets is D. M. Bowman, Inc. 401(k) Profit Sharing Plan in MD ($14M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Family Health Centers, Inc Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582079819.

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.