Other · DOL Form 5500 · 2024
Firsthealth of the Carolinas, Inc. Retirement Plan
Data updated 2026-07-24
- $451M
- Total assets
- 5,933
- Participants
- 97th
- Percentile by assets
- $75,983
- Avg per participant
Official DOL plan name: Firsthealth of the Carolinas, Inc. Matching Savings Plan · Sponsored by Firsthealth of the Carolinas, Inc. · North Carolina · Healthcare & Social Assistance
$451M in assets, 5,933 participants
Firsthealth of the Carolinas, Inc.'s Firsthealth of the Carolinas, Inc. Matching Savings Plan reported $451M in total assets and 5,933 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Firsthealth of the Carolinas, Inc. Matching Savings Plan covers 5,933 participants in North Carolina, 7.0x the typical North Carolina plan (state average ~846 per filing). Assets: $451M.
- $451M
- total plan assets (2024 EOY)
- 5,933
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $75,983
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Firsthealth of the Carolinas, Inc. Matching Savings Plan end-of-year assets rose from $389M in the plan year 2023 filing to $451M in the plan year 2024 filing.
- Firsthealth of the Carolinas, Inc. Matching Savings Plan reported participants rose from 5,520 in the plan year 2023 filing to 5,933 in the plan year 2024 filing.
- Firsthealth of the Carolinas, Inc. Matching Savings Plan reported net income rose from $61M in the plan year 2023 filing to $62M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Firsthealth of the Carolinas, Inc. Matching Savings Plan reports 5,933 participants - 7.0x that state average ($451M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $451M |
| Net Income | $62M |
| Employer EIN | 561936354 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Firsthealth of the Carolinas, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,478 | $424M |
| 2023 | 3 | 11,077 | $497M |
| 2024 | 2 | 11,866 | $572M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Firsthealth of the Carolinas, Inc. Matching Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Firsthealth of the Carolinas, Inc. Matching Savings Plan by total assets, not by location.
- Capital Health Retirement Savings & Investment Plan (NJ) $450M · 5,966
- Electrical Workers Local 369 Retirement Fund (KY) $453M · 3,350
- Community Memorial Health System 403(b) Plan (CA) $454M · 3,133
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) $446M · 4,505
Frequently Asked Questions
How did Firsthealth of the Carolinas, Inc. Matching Savings Plan assets move in 2024? ▼
How have Firsthealth of the Carolinas, Inc. plan assets changed over time? ▼
Where does Firsthealth of the Carolinas, Inc. Matching Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Firsthealth of the Carolinas, Inc. Matching Savings Plan? ▼
Next read for Firsthealth of the Carolinas, Inc. Match…
Filing takeaways
Ways to act on Firsthealth of the Carolinas, Inc. Matching Savings Plan's numbers.
- By total assets, Firsthealth of the Carolinas, Inc. Matching Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Firsthealth of the Carolinas, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 561936354.
Read our methodology - how this data is sourced, computed, and verified.