Profit Sharing · DOL Form 5500 · 2024

Carol Woods Retirement Center Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
314
Participants Below avg headcount
50th
Percentile by assets National rank
$24,686
Avg per participant Low balance/head
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Official DOL plan name: The Carol Woods Profit Sharing Plan · Sponsored by Carol Woods Retirement Center · North Carolina · Healthcare & Social Assistance

$8M in assets, 314 participants

Carol Woods Retirement Center's The Carol Woods Profit Sharing Plan reported $8M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,343 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

The Carol Woods Profit Sharing Plan covers 314 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#9,343
in Healthcare & Social Assistance (16,916 peers)
+11.9%
assets growth YoY

The Carol Woods Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Carol Woods Profit Sharing Plan vs every filed plan by assets

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

$7,751,536 Top 50% higher than 50% 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

The Carol Woods Profit Sharing 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. The Carol Woods Profit Sharing Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Carol Woods Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Carol Woods Profit Sharing Plan reported net income rose from $746K in the plan year 2023 filing to $822K in the plan year 2024 filing.
  • The Carol Woods Profit Sharing Plan reported participants rose from 300 in the plan year 2023 filing to 314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237271041 · Carol Woods Retirement Center PY 2024 · Profit Sharing

The Carol Woods Profit Sharing Plan · $8M · 314 · 50th

  • BOOK $8M
  • BOOK 314
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  • BOOK Profit Sharing
  • BOOK near Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan
  • BOOK ind #9343

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 →

The Carol Woods Profit Sharing Plan in the asset neighbourhood

The Carol Woods Profit Sharing PlanThe Carol Woods Profit Shari…$8MEnvironmental Mechanical Equipment Co., Inc. Profit Sharing PlanEnvironmental Mechanical Equ…$8MThe Chaffin Law Firm, P.C. Profit Sharing PlanThe Chaffin Law Firm, P.C. P…$8MThe Contractors Retirement PlanThe Contractors Retirement P…$8M401(a) Profit-Sharing Plan of Chugachmiut401(a) Profit-Sharing Plan o…$8M
End-of-year total assets ($M) among The Carol Woods Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$822K
Employer EIN237271041
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carol Woods Retirement Center)

Sponsor-wide plan assets over time

All Carol Woods Retirement Center plans reported in each filing year

Latest sponsor-wide plan assets
$17M 19.182514921039466% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.1M $16.8M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 654 $14M
2023 2 655 $15M
2024 2 693 $17M

Nearby Profit Sharing Plans in North Carolina

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

The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants The Carol Woods Profit Sharing Plan, Total assets ($B): 0.007751536 · Participants: 314The Carol Woods Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
The Carol Woods Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare The Carol Woods Profit Sharing Plan side-by-side with 3 peers →

The Carol Woods Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan in AZ ($8M); by covered participants it is Monsanto Caribe Retirement Savings Plan in NJ (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 The Carol Woods Profit Sharing Plan assets move in 2024? ▼
The Carol Woods Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $7M to $8M. Reported net income was $822K.
How have Carol Woods Retirement Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carol Woods Retirement Center's sponsor-wide assets grew 19.2%, from $14M to $17M.
Which Profit Sharing plans are similar in size to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan in AZ ($8M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carol Woods Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Monsanto Caribe Retirement Savings Plan in NJ (314 participants, $10M 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 237271041.

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.