Other · DOL Form 5500 · 2023
Penick Village, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 239
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $16,369
- Avg per participant Low balance/head
Official DOL plan name: Penick Village 403(b) Retirement Plan · Sponsored by Penick Village, Inc. · North Carolina · Healthcare & Social Assistance
$4M in assets, 239 participants
Penick Village, Inc.'s Penick Village 403(b) Retirement Plan reported $4M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,478 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Penick Village 403(b) Retirement Plan covers 239 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #7,478
- in Healthcare & Social Assistance (17,684 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $425 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penick Village 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Penick Village 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,912,102 40th percentile higher than 40% 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
Penick Village 403(b) Retirement 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. Penick Village 403(b) Retirement Plan sits mid-pack in the medium band (239 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penick Village 403(b) Retirement Plan reported net income rose from -$6K in the plan year 2022 filing to -$425 in the plan year 2023 filing.
- Penick Village 403(b) Retirement Plan reported participants rose from 226 in the plan year 2022 filing to 239 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560729010 · Penick Village, Inc. PY 2023 · Other
Penick Village 403(b) Retirement Plan · $4M · 239 · 40th
- PHOTO $4M
- IND 239
- EOY 40th
- 5500 Other
- ASSETS near Hill-Murray School 403(b) Plan
- PCT ind #7478
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 →
Penick Village 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$425 |
| Employer EIN | 560729010 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penick Village, Inc.)
Sponsor-wide plan assets over time
All Penick Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.073319621819862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $4M |
| 2023 | 1 | 239 | $4M |
| 2024 | 1 | 252 | $4M |
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
Penick Village 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Hill-Murray School 403(b) Plan in MN ($4M); by covered participants it is Lycee International De Los Angeles 403(b) Plan in CA (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.
- Lycee International De Los Angeles 403(b) Plan (CA) 239 · 0 off
- Lakeside School Defined Contribution Retirement Plan (WA) 239 · 0 off
- Mbku 403(b) Voluntary Retirement Plan (CA) 239 · 0 off
- Sanctuary for Families 403(b) Plan (NY) 239 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.