Money Purchase
2023 plan-year Money Purchase DOL Form 5500

CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CARTERET COUNTY GENERAL HOSPITAL

This Money Purchase plan holds $55M in total assets and serves 896 participants as of 2023. It is sponsored by CARTERET COUNTY GENERAL HOSPITAL in North Carolina. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$55M
Participants
896
Industry
Healthcare & Social Assistance

What the Filing Says About CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN

CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by CARTERET COUNTY GENERAL HOSPITAL, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 896 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560952955, and the plan has been effective since 1976-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2023 to $55M at year-end — a gain of 19.2%. Net assets (after liabilities) closed the year at $55M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$9M
Plan TypeMoney Purchase
Employer EIN560952955
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CARTERET COUNTY GENERAL HOSPITAL)

Year Plans Participants Total Assets
2022 2 1,917 $100M
2023 2 2,061 $122M

Nearby Money Purchase Plans in North Carolina

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN?
As of the 2023 Form 5500 filing, CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN holds $55M in total assets with 896 participants. It is sponsored by CARTERET COUNTY GENERAL HOSPITAL.
What type of plan is CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN?
CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN is a Money Purchase plan. It has been effective since 1976-10-01. The plan is filed with the U.S. Department of Labor under EIN 560952955.
Who sponsors the CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN?
CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN is sponsored by CARTERET COUNTY GENERAL HOSPITAL, located in North Carolina. The sponsor's EIN is 560952955 and the plan operates in the Healthcare & Social Assistance industry.
How did CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN perform in 2023?
CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN grew by 19.2% during 2023, moving from $46M to $55M in total assets. Net income was $9M.
Where can I find official filings for CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560952955 or plan name at efast.dol.gov.
How does CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 560952955.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.