Other · DOL Form 5500 · 2022

Childrens Hope Alliance Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
185
Participants Below avg headcount
59th
Percentile by assets National rank
$40,189
Avg per participant Low balance/head
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Official DOL plan name: Children's Hope Alliance Tax-Deferred Annuity Plan · Sponsored by Childrens Hope Alliance · North Carolina · Healthcare & Social Assistance

$7M in assets, 185 participants

Childrens Hope Alliance's Children's Hope Alliance Tax-Deferred Annuity Plan reported $7M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,957 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Children's Hope Alliance Tax-Deferred Annuity Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#12,957
in Healthcare & Social Assistance (20,060 peers)
+12.2%
assets growth YoY

Children's Hope Alliance Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Children's Hope Alliance Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,434,900 Top 41% higher than 59% of 139,123 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 2022

Children's Hope Alliance Tax-Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children's Hope Alliance Tax-Deferred Annuity Plan sits mid-pack in the medium band (185 participants).

EBSA filing schedule strip

Filing strip 383672492 · Childrens Hope Alliance PY 2022 · Other

Children's Hope Alliance Tax-Deferred Annuity Plan · $7M · 185 · 59th

  • RANK $7M
  • PHOTO 185
  • IND 59th
  • EOY Other
  • 5500 near Lasell Village 403(b) Plan
  • ASSETS ind #12957

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 →

Children's Hope Alliance Tax-Deferred Annuity Plan in the asset neighbourhood

Fitzmaurice Community Services, Inc 403(b)Fitzmaurice Community Servic…$7MEaster Seals Blake Foundation 403(b) PlanEaster Seals Blake Foundatio…$7MChildren's Hope Alliance Tax-Deferred Annuity PlanChildren's Hope Alliance Tax…$7MLasell Village 403(b) Plan$7MManet Community Health Center, Inc Tax ShelteredManet Community Health Cente…$7M
End-of-year total assets ($M) among Children's Hope Alliance Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$807K
Employer EIN383672492
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Childrens Hope Alliance)

Sponsor-wide plan assets over time

All Childrens Hope Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.778275430738812% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.43M $9.28M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 185 $7M
2023 1 197 $8M
2024 1 231 $9M

Nearby Other Plans in North Carolina

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

Children's Hope Alliance Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Children's Hope Alliance Tax-Deferred Annuity Plan, Total assets ($B): 0.0074349 · Participants: 185Children's Hope Alliance Tax-Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Children's Hope Alliance Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants

Children's Hope Alliance Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Lasell Village 403(b) Plan in MA ($7M); by covered participants it is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Children's Hope Alliance Tax-Deferred Annuity Plan assets move in 2022?
Children's Hope Alliance Tax-Deferred Annuity Plan grew at a solid clip - up 12.2% during 2022, from $7M to $7M. Reported net income was $807K.
How have Childrens Hope Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), Childrens Hope Alliance's sponsor-wide assets grew 24.8%, from $7M to $9M.
Which Other plans are similar in size to Children's Hope Alliance Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Lasell Village 403(b) Plan in MA ($7M, 103 participants).
Which Other plans cover a similar participant headcount to Children's Hope Alliance Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants, $20M in assets).