Defined Benefit (Pension) · DOL Form 5500 · 2023

Easter Seals Ucp North Carolina & Virginia, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$555,836
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Easter Seals, Inc. · Sponsored by Easter Seals Ucp North Carolina & Virginia, Inc. · North Carolina · Other Services

$3M in assets, 6 participants

Easter Seals Ucp North Carolina & Virginia, Inc.'s Pension Plan for Employees of Easter Seals, Inc. reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,779 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Pension Plan for Employees of Easter Seals, Inc. ranks #4,779 of 7,857 2023 filers by assets (602% of the sector average)-$3M for 6 participants.

#4,779
in Other Services (7,857 peers)
+3.5%
assets growth YoY

Pension Plan for Employees of Easter Seals, Inc.'s mid-pack asset rank among Other Services and all filers

Pension Plan for Employees of Easter Seals, Inc. vs every filed plan by assets

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

$3,335,013 37th percentile higher than 37% 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

Pension Plan for Employees of Easter Seals, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Easter Seals, Inc. is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Easter Seals, Inc. reported net income rose from -$369K in the plan year 2022 filing to $101K in the plan year 2023 filing.
  • Pension Plan for Employees of Easter Seals, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560670676 · Easter Seals Ucp North Carolina & Virginia, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Easter Seals, Inc. · $3M · 6 · 37th

  • IND $3M
  • IND 6
  • IND 37th
  • IND Defined Benefit (Pension)
  • IND near Private Capital Funding Defined Benefit Plan
  • IND ind #4779

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 Other Services retirement plans → · Plans in North Carolina →

Pension Plan for Employees of Easter Seals, Inc. in the asset neighbourhood

Pension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$3MKinetic Solutions Inc. Defined Benefit Pension PlanKinetic Solutions Inc. Defin…$3MCascade Eye & Skin Centers, P.C. Cash Balance PlanCascade Eye & Skin Centers, …$3MPrivate Capital Funding Defined Benefit PlanPrivate Capital Funding Defi…$3MAllied Lending Group, Inc. Defined Benefit Pension PlanAllied Lending Group, Inc. D…$3M
End-of-year total assets ($M) among Pension Plan for Employees of Easter Seals, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$101K
Employer EIN560670676
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals Ucp North Carolina & Virginia, Inc.)

Sponsor-wide plan assets over time

All Easter Seals Ucp North Carolina & Virginia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.639374883651133% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 2,017 $15M
2023 2 1,972 $16M
2024 2 2,411 $19M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Easter Seals, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Pension Plan for Employees of Easter Seals, Inc., Total assets ($B): 0.003335013 · Participants: 6Pension Plan for Employees of Easter Seals, Inc.Honeywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Pension Plan for Employees of Easter Seals, Inc. vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Pension Plan for Employees of Easter Seals, Inc. side-by-side with 3 peers →

Pension Plan for Employees of Easter Seals, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Private Capital Funding Defined Benefit Plan in NY ($3M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Pension Plan for Employees of Easter Seals, Inc. assets move in 2023? ▼
Pension Plan for Employees of Easter Seals, Inc. edged up modestly - up 3.5% during 2023, from $3M to $3M. Reported net income was $101K.
How have Easter Seals Ucp North Carolina & Virginia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Easter Seals Ucp North Carolina & Virginia, Inc.'s sponsor-wide assets grew 30.6%, from $15M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Easter Seals, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Private Capital Funding Defined Benefit Plan in NY ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Easter Seals, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, N/A 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 560670676.

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.