Other · DOL Form 5500 · 2024
Habitat for Humanity of the Charlotte Region Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $30,673
- Avg per participant Low balance/head
Official DOL plan name: Habitat for Humanity Retirement Savings Plan · Sponsored by Habitat for Humanity of the Charlotte Region · North Carolina · Construction
$6M in assets, 203 participants
Habitat for Humanity of the Charlotte Region's Habitat for Humanity Retirement Savings Plan reported $6M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #4,036 in Construction (9,039 peers)
Coverage in North Carolina
Habitat for Humanity Retirement Savings Plan covers 203 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #4,036
- in Construction (9,039 peers)
- +28.1%
- assets growth YoY
Habitat for Humanity Retirement Savings Plan's mid-pack asset rank among Construction and all filers
Habitat for Humanity Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,226,570 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Habitat for Humanity Retirement Savings 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. Habitat for Humanity Retirement Savings Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Habitat for Humanity Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561366233 · Habitat for Humanity of the Charlotte Region PY 2024 · Other
Habitat for Humanity Retirement Savings Plan · $6M · 203 · 46th
- NET $6M
- BOOK 203
- VS-ST 46th
- BOY Other
- SCH near California Science Center Foundation Defined Contribution Retirement Plan
- EBSA ind #4036
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 Construction retirement plans → · Plans in North Carolina →
Habitat for Humanity Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 561366233 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Habitat for Humanity of the Charlotte Region)
Sponsor-wide plan assets over time
All Habitat for Humanity of the Charlotte Region plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 77.67594543285358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $4M |
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 203 | $6M |
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 $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Habitat for Humanity Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is California Science Center Foundation Defined Contribution Retirement Plan in CA ($6M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 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.