Other · DOL Form 5500 · 2024

Western Carolina Community Action, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
205
Participants Below avg headcount
52nd
Percentile by assets National rank
$41,725
Avg per participant Low balance/head
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Official DOL plan name: Western Carolina Community Action, Inc. 403(b) Plan · Sponsored by Western Carolina Community Action, Inc. · North Carolina · Healthcare & Social Assistance

$9M in assets, 205 participants

Western Carolina Community Action, Inc.'s Western Carolina Community Action, Inc. 403(b) Plan reported $9M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,745 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Western Carolina Community Action, Inc. 403(b) Plan covers 205 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#9,745
in Healthcare & Social Assistance (16,916 peers)
+16.4%
assets growth YoY

Western Carolina Community Action, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western Carolina Community Action, Inc. 403(b) Plan vs every filed plan by assets

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

$8,553,542 Top 48% higher than 52% 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

Western Carolina Community Action, Inc. 403(b) Plan 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. Western Carolina Community Action, Inc. 403(b) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Carolina Community Action, Inc. 403(b) Plan reported participants rose from 168 in the plan year 2023 filing to 205 in the plan year 2024 filing.
  • Western Carolina Community Action, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Western Carolina Community Action, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560846319 · Western Carolina Community Action, Inc. PY 2024 · Other

Western Carolina Community Action, Inc. 403(b) Plan · $9M · 205 · 52nd

  • EOY $9M
  • 5500 205
  • ASSETS 52nd
  • PCT Other
  • EIN near Retirement Plan for Scope Education Services
  • RANK ind #9745

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 →

Western Carolina Community Action, Inc. 403(b) Plan in the asset neighbourhood

National Center on Institutions & Alternatives 403(b) PlanNational Center on Instituti…$9M403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs403(b) Thrift Plan of Jewish…$9MHome Builders Institute 403(b) PlanHome Builders Institute 403(…$9MWestern Carolina Community Action, Inc. 403(b) PlanWestern Carolina Community A…$9MRetirement Plan for Scope Education ServicesRetirement Plan for Scope Ed…$9M
End-of-year total assets ($M) among Western Carolina Community Action, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN560846319
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Carolina Community Action, Inc.)

Sponsor-wide plan assets over time

All Western Carolina Community Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.5056183418571% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $8.55M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 173 $6M
2023 1 168 $7M
2024 1 205 $9M

Nearby Other Plans in North Carolina

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

Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Western Carolina Community Action, Inc. 403(b) Plan, Total assets ($B): 0.008553542 · Participants: 205Western Carolina Community Action, Inc. 403(b) PlanThe 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
Western Carolina Community Action, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Western Carolina Community Action, Inc. 403(b) Plan side-by-side with 3 peers →

Western Carolina Community Action, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Retirement Plan for Scope Education Services in NY ($9M); by covered participants it is Milken Institute 403(b) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Western Carolina Community Action, Inc. 403(b) Plan assets move in 2024? ▼
Western Carolina Community Action, Inc. 403(b) Plan grew sharply - up 16.4% during 2024, from $7M to $9M. Reported net income was $1M.
How have Western Carolina Community Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Carolina Community Action, Inc.'s sponsor-wide assets grew 41.5%, from $6M to $9M.
Which Other plans are similar in size to Western Carolina Community Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Scope Education Services in NY ($9M, 523 participants).
Which Other plans cover a similar participant headcount to Western Carolina Community Action, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Milken Institute 403(b) Plan in CA (205 participants, $22M 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 560846319.

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.