Other · DOL Form 5500 · 2023
Carteret General Hospital Retirement Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 1,165
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $58,047
- Avg per participant Low balance/head
Official DOL plan name: Carteret County General Hospital Tax Deferred Savings Plan · Sponsored by Carteret General Hospital · North Carolina · Healthcare & Social Assistance
$68M in assets, 1,165 participants
Carteret General Hospital's Carteret County General Hospital Tax Deferred Savings Plan reported $68M in total assets and 1,165 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,922 in Healthcare & Social Assistance (17,684 peers)
Where Carteret County General Hospital Tax Deferred Savings Plan sits by assets
Carteret County General Hospital Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $68M for 1,165 participants (~$58,047/participant), up 25.5% in 2023.
- #15,922
- in Healthcare & Social Assistance (17,684 peers)
- +25.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Carteret County General Hospital Tax Deferred Savings Plan's outsized position by total assets
Carteret County General Hospital Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,624,741 Top 12% higher than 88% 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
Carteret County General Hospital Tax Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carteret County General Hospital Tax Deferred Savings Plan lands in the large band (1,165 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carteret County General Hospital Tax Deferred Savings Plan reported net income rose from $7M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Carteret County General Hospital Tax Deferred Savings Plan end-of-year assets rose from $54M in the plan year 2022 filing to $68M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 560952955 · Carteret General Hospital PY 2023 · Other
Carteret County General Hospital Tax Deferred Savings Plan · $68M · 1,165 · 88th
- VS-ST $68M
- BOY 1,165
- SCH 88th
- EBSA Other
- PART near American College of Surgeons Long Term Savings Plan
- TYPE ind #15922
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 →
Carteret County General Hospital Tax Deferred Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $14M |
| Employer EIN | 560952955 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carteret General Hospital)
Sponsor-wide plan assets over time
All Carteret General Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 32.89396582527339% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,917 | $100M |
| 2023 | 2 | 2,061 | $122M |
| 2024 | 2 | 2,100 | $132M |
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
Carteret County General Hospital Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is American College of Surgeons Long Term Savings Plan in IL ($68M); by covered participants it is Babson College Retirement Plan in MA (1,166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- American College of Surgeons Long Term Savings Plan (IL) $68M · 448
- Hanover College 403(b) Retirement Plan (IN) $68M · 364
- Grace Church School Retirement and Savings Plan (NY) $68M · 203
- Camba 403b Retirement Plan (NY) $68M · 2,380
Similar participant headcount
Nearest other-state filings by covered participants (1,165 participants); asset peers above are excluded.
- Babson College Retirement Plan (MA) 1,166 · 1 off
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) 1,167 · 2 off
- Hospital for Special Care 403(b) Retirement Plan (CT) 1,168 · 3 off
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) 1,162 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.