Money Purchase · DOL Form 5500 · 2023

Carteret County General Hospital Money Purchase Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
896
Participants Near avg headcount
86th
Percentile by assets National rank
$60,855
Avg per participant Low balance/head
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Official DOL plan name: Carteret County General Hospital Money Purchase Pension Plan · Sponsored by Carteret County General Hospital · North Carolina · Healthcare & Social Assistance

$55M in assets, 896 participants

Carteret County General Hospital's Carteret County General Hospital Money Purchase Pension Plan reported $55M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,658 in Healthcare & Social Assistance (17,684 peers)

Where Carteret County General Hospital Money Purchase Pension Plan sits by assets

Carteret County General Hospital Money Purchase Pension Plan sits in the top quartile of all filed plans by assets, $55M for 896 participants (~$60,855/participant), up 19.2% in 2023.

#15,658
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carteret County General Hospital Money Purchase Pension Plan's outsized position by total assets

Carteret County General Hospital Money Purchase Pension Plan vs every filed plan by assets

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

$54,526,379 Top 14% higher than 86% 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

Carteret County General Hospital Money Purchase Pension 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. Carteret County General Hospital Money Purchase Pension Plan sits mid-pack in the medium band (896 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carteret County General Hospital Money Purchase Pension Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Carteret County General Hospital Money Purchase Pension Plan reported participants rose from 745 in the plan year 2022 filing to 896 in the plan year 2023 filing.
  • Carteret County General Hospital Money Purchase Pension Plan end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560952955 · Carteret County General Hospital PY 2023 · Money Purchase

Carteret County General Hospital Money Purchase Pension Plan · $55M · 896 · 86th

  • EIN $55M
  • EIN 896
  • EIN 86th
  • EIN Money Purchase
  • EIN near Harvard Management Company Inc. Pension Plan
  • EIN ind #15658

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 Money Purchase Pension Plan in the asset neighbourhood

Monroe Plumbers & Pipefitters Local 671 Retirement Plan and TrustMonroe Plumbers & Pipefitter…$55MPlumbers and Pipefitters of the Carolinas Defined Contribution PlanPlumbers and Pipefitters of …$55MCarteret County General Hospital Money Purchase Pension PlanCarteret County General Hosp…$55MHarvard Management Company Inc. Pension PlanHarvard Management Company I…$54MGordon Feinblatt Money Purchase Pension PlanGordon Feinblatt Money Purch…$54M
End-of-year total assets ($M) among Carteret County General Hospital Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Carteret County General Hospital)

Sponsor-wide plan assets over time

All Carteret County General Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$132M 32.89396582527339% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $99.6M $132M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,917 $100M
2023 2 2,061 $122M
2024 2 2,100 $132M

Nearby Money Purchase Plans in North Carolina

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

Carteret County General Hospital Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Carteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 20.493086 · Participants: 1062Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan
Carteret County General Hospital Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Carteret County General Hospital Money Purchase Pension Plan side-by-side with 3 peers →

Carteret County General Hospital Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Harvard Management Company Inc. Pension Plan in MA ($54M); by covered participants it is Armstrong Pension Plan in PA (896 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (896 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 Carteret County General Hospital Money Purchase Pension Plan assets move in 2023? ▼
Carteret County General Hospital Money Purchase Pension Plan grew sharply - up 19.2% during 2023, from $46M to $55M. Reported net income was $9M.
How have Carteret County General Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carteret County General Hospital's sponsor-wide assets grew 32.9%, from $100M to $132M.
Where does Carteret County General Hospital Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Carteret County General Hospital Money Purchase Pension Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Carteret County General Hospital Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Harvard Management Company Inc. Pension Plan in MA ($54M, 101 participants).
Which Money Purchase plans cover a similar participant headcount to Carteret County General Hospital Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Armstrong Pension Plan in PA (896 participants, $106M 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 560952955.

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.