Other · DOL Form 5500 · 2023

Deerfield Episcopal Retirement Community, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
327
Participants Below avg headcount
55th
Percentile by assets National rank
$25,915
Avg per participant Low balance/head
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Official DOL plan name: Deerfield Episcopal Retirement Comm. Inc. 403(b) P · Sponsored by Deerfield Episcopal Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance

$8M in assets, 327 participants

Deerfield Episcopal Retirement Community, Inc.'s Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported $8M in total assets and 327 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.

  • #10,715 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Deerfield Episcopal Retirement Comm. Inc. 403(b) P covers 327 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,715
in Healthcare & Social Assistance (17,684 peers)
+26.2%
assets growth YoY

Deerfield Episcopal Retirement Comm. Inc. 403(b) P's mid-pack asset rank among Healthcare & Social Assistance and all filers

Deerfield Episcopal Retirement Comm. Inc. 403(b) P vs every filed plan by assets

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

$8,474,361 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

Deerfield Episcopal Retirement Comm. Inc. 403(b) P 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. Deerfield Episcopal Retirement Comm. Inc. 403(b) P sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Deerfield Episcopal Retirement Comm. Inc. 403(b) P end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported participants rose from 309 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560614176 · Deerfield Episcopal Retirement Community, Inc. PY 2023 · Other

Deerfield Episcopal Retirement Comm. Inc. 403(b) P · $8M · 327 · 55th

  • BOY $8M
  • BOY 327
  • BOY 55th
  • BOY Other
  • BOY near Central Florida Kidney Centers Inc. Tax-Deferred
  • BOY ind #10715

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 →

Deerfield Episcopal Retirement Comm. Inc. 403(b) P in the asset neighbourhood

Deerfield Episcopal Retirement Comm. Inc. 403(b) PDeerfield Episcopal Retireme…$8MCentral Florida Kidney Centers Inc. Tax-DeferredCentral Florida Kidney Cente…$8MMacomb-Oakland Regional Center 403(b) PlanMacomb-Oakland Regional Cent…$8MChinatown Service Center 403(b)Chinatown Service Center 403…$8MFood & Friends, Inc. Retirement PlanFood & Friends, Inc. Retirem…$8M
End-of-year total assets ($M) among Deerfield Episcopal Retirement Comm. Inc. 403(b) P 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$2M
Employer EIN560614176
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Deerfield Episcopal Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Deerfield Episcopal Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.3805632926186% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.71M $9.69M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 309 $7M
2023 1 327 $8M
2024 1 365 $10M

Nearby Other Plans in North Carolina

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

Deerfield Episcopal Retirement Comm. Inc. 403(b) P vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Deerfield Episcopal Retirement Comm. Inc. 403(b) P, Total assets ($B): 0.008474361 · Participants: 327Deerfield Episcopal Retirement Comm. Inc. 403(b) PThe 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
Deerfield Episcopal Retirement Comm. Inc. 403(b) P vs. nearby Other plans in North Carolina, assets vs. participants
Compare Deerfield Episcopal Retirement Comm. Inc. 403(b) P side-by-side with 3 peers →

Deerfield Episcopal Retirement Comm. Inc. 403(b) P's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Central Florida Kidney Centers Inc. Tax-Deferred in FL ($8M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Alphapointe in MO (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Deerfield Episcopal Retirement Comm. Inc. 403(b) P assets move in 2023? ▼
Deerfield Episcopal Retirement Comm. Inc. 403(b) P grew sharply - up 26.2% during 2023, from $7M to $8M. Reported net income was $2M.
How have Deerfield Episcopal Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deerfield Episcopal Retirement Community, Inc.'s sponsor-wide assets grew 44.4%, from $7M to $10M.
Which Other plans are similar in size to Deerfield Episcopal Retirement Comm. Inc. 403(b) P? ▼
Among Other plans in other states, the closest by assets is Central Florida Kidney Centers Inc. Tax-Deferred in FL ($8M, 135 participants).
Which Other plans cover a similar participant headcount to Deerfield Episcopal Retirement Comm. Inc. 403(b) P? ▼
Among Other plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Alphapointe in MO (327 participants, $15M 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 560614176.

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.