Other · DOL Form 5500 · 2023

Childrens Hope Alliance Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
197
Participants Below avg headcount
55th
Percentile by assets National rank
$43,062
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

$8M in assets, 197 participants

Childrens Hope Alliance's Children's Hope Alliance Tax-Deferred Annuity Plan reported $8M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,720 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Children's Hope Alliance Tax-Deferred Annuity Plan covers 197 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,720
in Healthcare & Social Assistance (17,684 peers)
+15.5%
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 2023 · DOL Form 5500

$8,483,297 Top 45% higher than 55% 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

Children's Hope Alliance Tax-Deferred Annuity 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. Children's Hope Alliance Tax-Deferred Annuity Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children's Hope Alliance Tax-Deferred Annuity Plan reported net income rose from $807K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Children's Hope Alliance Tax-Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Children's Hope Alliance Tax-Deferred Annuity Plan reported participants rose from 185 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383672492 · Childrens Hope Alliance PY 2023 · Other

Children's Hope Alliance Tax-Deferred Annuity Plan · $8M · 197 · 55th

  • IND $8M
  • EOY 197
  • 5500 55th
  • ASSETS Other
  • PCT near Explore Charter Schools of Brooklyn 403(b) Plan
  • EIN ind #10720

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

Family Central, Inc. Tax Sheltered Annuity PlanFamily Central, Inc. Tax She…$8MTax Deferred Annuity Plan of Riseboro Community Partnership, Inc.Tax Deferred Annuity Plan of…$8MSan Francisco Waldorf School 403(b) DC PlanSan Francisco Waldorf School…$8MExplore Charter Schools of Brooklyn 403(b) PlanExplore Charter Schools of B…$8MChildren's Hope Alliance Tax-Deferred Annuity PlanChildren's Hope Alliance Tax…$8M
End-of-year total assets ($M) among Children's Hope Alliance Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
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 -20246810 Total assets ($B) Participants Children's Hope Alliance Tax-Deferred Annuity Plan, Total assets ($B): 0.008483297 · Participants: 197Children's Hope Alliance Tax-Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Children's Hope Alliance Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Children's Hope Alliance Tax-Deferred Annuity Plan side-by-side with 3 peers →

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 Explore Charter Schools of Brooklyn 403(b) Plan in NY ($8M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Children's Hope Alliance Tax-Deferred Annuity Plan assets move in 2023? ▼
Children's Hope Alliance Tax-Deferred Annuity Plan grew sharply - up 15.5% during 2023, from $7M to $8M. Reported net income was $1M.
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 Explore Charter Schools of Brooklyn 403(b) Plan in NY ($8M, 231 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 National Telecommuting Institute 403(b) DC Plan in MA (197 participants, $4M 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 383672492.

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.