Other · DOL Form 5500 · 2024

Novant Health Rowan Medical Center LLC Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
399
Participants Below avg headcount
43rd
Percentile by assets National rank
$13,636
Avg per participant Low balance/head
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Official DOL plan name: Rowan Regional Medical Center, Inc. Incentive Savi · Sponsored by Novant Health Rowan Medical Center LLC · North Carolina · Healthcare & Social Assistance

$5M in assets, 399 participants

Novant Health Rowan Medical Center LLC's Rowan Regional Medical Center, Inc. Incentive Savi reported $5M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,930 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Rowan Regional Medical Center, Inc. Incentive Savi covers 399 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#7,930
in Healthcare & Social Assistance (16,916 peers)
+2.0%
assets growth YoY

Rowan Regional Medical Center, Inc. Incentive Savi's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rowan Regional Medical Center, Inc. Incentive Savi vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,440,802 43rd percentile higher than 43% of 123,620 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 2024

Rowan Regional Medical Center, Inc. Incentive Savi among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rowan Regional Medical Center, Inc. Incentive Savi sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rowan Regional Medical Center, Inc. Incentive Savi reported participants rose from 89 in the plan year 2023 filing to 399 in the plan year 2024 filing.
  • Rowan Regional Medical Center, Inc. Incentive Savi reported net income rose from $87K in the plan year 2023 filing to $106K in the plan year 2024 filing.
  • Rowan Regional Medical Center, Inc. Incentive Savi end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560547479 · Novant Health Rowan Medical Center LLC PY 2024 · Other

Rowan Regional Medical Center, Inc. Incentive Savi · $5M · 399 · 43rd

  • RANK $5M
  • RANK 399
  • RANK 43rd
  • RANK Other
  • RANK near New England Village, Inc. 403(b) Plan
  • RANK ind #7930

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 →

Rowan Regional Medical Center, Inc. Incentive Savi in the asset neighbourhood

Rowan Regional Medical Center, Inc. Incentive SaviRowan Regional Medical Cente…$5MNew England Village, Inc. 403(b) PlanNew England Village, Inc. 40…$5MEton Academy 403(b) Defined Contribution PlanEton Academy 403(b) Defined …$5MPersonal Enrichment Through Mental Health Services, Inc. Retirement PlanPersonal Enrichment Through …$5MEdward Waters University Defined Contribution Retirement PlanEdward Waters University Def…$5M
End-of-year total assets ($M) among Rowan Regional Medical Center, Inc. Incentive Savi and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$106K
Employer EIN560547479
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novant Health Rowan Medical Center LLC)

Sponsor-wide plan assets over time

All Novant Health Rowan Medical Center LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.6778685142998153% vs 2022
2024 filing year
$5.2M$5.3M$5.4M$5.5M 202220232024 $5.25M $5.44M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 101 $5M
2023 1 89 $5M
2024 1 399 $5M

Nearby Other Plans in North Carolina

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

Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Rowan Regional Medical Center, Inc. Incentive Savi, Total assets ($B): 0.005440802 · Participants: 399Rowan Regional Medical Center, Inc. Incentive SaviThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Rowan Regional Medical Center, Inc. Incentive Savi vs. nearby Other plans in North Carolina, assets vs. participants
Compare Rowan Regional Medical Center, Inc. Incentive Savi side-by-side with 3 peers →

Rowan Regional Medical Center, Inc. Incentive Savi's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is New England Village, Inc. 403(b) Plan in MA ($5M); by covered participants it is Lutheran Homes of Oconomowoc Retirement Plan in WI (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rowan Regional Medical Center, Inc. Incentive Savi assets move in 2024? ▼
Rowan Regional Medical Center, Inc. Incentive Savi edged up modestly - up 2.0% during 2024, from $5M to $5M. Reported net income was $106K.
How have Novant Health Rowan Medical Center LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novant Health Rowan Medical Center LLC's sponsor-wide assets grew 3.7%, from $5M to $5M.
Which Other plans are similar in size to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by assets is New England Village, Inc. 403(b) Plan in MA ($5M, 261 participants).
Which Other plans cover a similar participant headcount to Rowan Regional Medical Center, Inc. Incentive Savi? ▼
Among Other plans in other states, the closest by covered participants is Lutheran Homes of Oconomowoc Retirement Plan in WI (399 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560547479.

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.