Other · DOL Form 5500 · 2023

Boys and Girls Homes of North Carolina Retirement Plan

Data updated 2026-08-25

$585K
Total assets Small plan by assets
137
Participants Small participant base
19th
Percentile by assets National rank
$4,271
Avg per participant Low balance/head
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Official DOL plan name: Boys and Girls Homes of North Carolina 403(b) Plan · Sponsored by Boys and Girls Homes of North Carolina · North Carolina · Healthcare & Social Assistance

$585K in assets, 137 participants

Boys and Girls Homes of North Carolina's Boys and Girls Homes of North Carolina 403(b) Plan reported $585K in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,567 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Boys and Girls Homes of North Carolina 403(b) Plan covers 137 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $585K.

#2,567
in Healthcare & Social Assistance (17,684 peers)
+148.9%
assets growth YoY

Boys and Girls Homes of North Carolina 403(b) Plan among the smaller filed plans by assets

Boys and Girls Homes of North Carolina 403(b) Plan vs every filed plan by assets

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

$585,143 19th percentile higher than 19% 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

Boys and Girls Homes of North Carolina 403(b) 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. Boys and Girls Homes of North Carolina 403(b) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boys and Girls Homes of North Carolina 403(b) Plan end-of-year assets rose from $235K in the plan year 2022 filing to $585K in the plan year 2023 filing.
  • Boys and Girls Homes of North Carolina 403(b) Plan reported net income rose from $235K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Boys and Girls Homes of North Carolina 403(b) Plan reported participants fell from 158 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581387871 · Boys and Girls Homes of North Carolina PY 2023 · Other

Boys and Girls Homes of North Carolina 403(b) Plan · $585K · 137 · 19th

  • NET $585K
  • NET 137
  • NET 19th
  • NET Other
  • NET near Mart Computer Service Inc
  • NET ind #2567

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 →

Boys and Girls Homes of North Carolina 403(b) Plan in the asset neighbourhood

Klupenger Lumber Vip Profit Sharing PlanKlupenger Lumber Vip Profit …$596KBoys and Girls Homes of North Carolina 403(b) PlanBoys and Girls Homes of Nort…$585KMart Computer Service Inc$586KWoodland Radiology Associates, P.a. Profit Sharing PlanWoodland Radiology Associate…$587KRidgewood Savings Bank as a Trustee for Andrew SichenzeRidgewood Savings Bank as a …$581K
End-of-year total assets ($M) among Boys and Girls Homes of North Carolina 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$235K
Net Assets (End of Year)$585K
Net Income$350K
Employer EIN581387871
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boys and Girls Homes of North Carolina)

Sponsor-wide plan assets over time

All Boys and Girls Homes of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$818K 82.19729411122324% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.6M $0.82M ▼ -82.2%
Year Plans Participants Total Assets
2022 2 208 $5M
2023 1 137 $585K
2024 1 117 $818K

Nearby Other Plans in North Carolina

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

Boys and Girls Homes of North Carolina 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Boys and Girls Homes of North Carolina 403(b) Plan, Total assets ($B): 0.000585143 · Participants: 137Boys and Girls Homes of North Carolina 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Boys and Girls Homes of North Carolina 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants

Boys and Girls Homes of North Carolina 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Mart Computer Service Inc in VA ($586K); by covered participants it is Nami 403(b) Plan in VA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Boys and Girls Homes of North Carolina 403(b) Plan assets move in 2023?
Boys and Girls Homes of North Carolina 403(b) Plan surged - up 148.9% during 2023, from $235K to $585K. Reported net income was $350K.
How have Boys and Girls Homes of North Carolina plan assets changed over time?
Across 3 plan years on file (2022-2024), Boys and Girls Homes of North Carolina's sponsor-wide assets declined 82.2%, from $5M to $818K.
Where does Boys and Girls Homes of North Carolina 403(b) Plan rank by assets among Form 5500 filers?
Boys and Girls Homes of North Carolina 403(b) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Boys and Girls Homes of North Carolina 403(b) Plan?
Among Other plans in other states, the closest by assets is Mart Computer Service Inc in VA ($586K, 2 participants).
Which Other plans cover a similar participant headcount to Boys and Girls Homes of North Carolina 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Nami 403(b) Plan in VA (137 participants, $16M in assets).