Other · DOL Form 5500 · 2024

Holy Angels, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
360
Participants Below avg headcount
47th
Percentile by assets National rank
$17,887
Avg per participant Low balance/head
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Official DOL plan name: Holy Angels, Inc. 403(b) Retirement Savings Plan · Sponsored by Holy Angels, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 360 participants

Holy Angels, Inc.'s Holy Angels, Inc. 403(b) Retirement Savings Plan reported $6M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,610 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Holy Angels, Inc. 403(b) Retirement Savings Plan covers 360 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#8,610
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY

Holy Angels, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Angels, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$6,439,434 47th percentile higher than 47% 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

Holy Angels, Inc. 403(b) 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. Holy Angels, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holy Angels, Inc. 403(b) Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $398K in the plan year 2024 filing.
  • Holy Angels, Inc. 403(b) Retirement Savings Plan reported participants rose from 306 in the plan year 2023 filing to 360 in the plan year 2024 filing.
  • Holy Angels, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 510230406 · Holy Angels, Inc. PY 2024 · Other

Holy Angels, Inc. 403(b) Retirement Savings Plan · $6M · 360 · 47th

  • VS-ST $6M
  • VS-ST 360
  • VS-ST 47th
  • VS-ST Other
  • VS-ST near 403(b) Thrift Plan of Info Line of San Diego County
  • VS-ST ind #8610

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 →

Holy Angels, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Island Nursing and Rehab Center Retirement PlanIsland Nursing and Rehab Cen…$6MHoly Angels, Inc. 403(b) Retirement Savings PlanHoly Angels, Inc. 403(b) Ret…$6M403(b) Thrift Plan of Info Line of San Diego County403(b) Thrift Plan of Info L…$6MAspire of Illinois 403(b) PlanAspire of Illinois 403(b) Pl…$6MWickenburg Community Hospital 403(b) Retirement PlanWickenburg Community Hospita…$6M
End-of-year total assets ($M) among Holy Angels, Inc. 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$398K
Employer EIN510230406
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Angels, Inc.)

Sponsor-wide plan assets over time

All Holy Angels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.11973042952458% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.84M $6.44M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 323 $5M
2023 1 306 $6M
2024 1 360 $6M

Nearby Other Plans in North Carolina

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

Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Holy Angels, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.006439434 · Participants: 360Holy Angels, Inc. 403(b) Retirement Savings 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
Holy Angels, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants

Holy Angels, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Info Line of San Diego County in CA ($6M); by covered participants it is University of Jamestown 403(b) DC Plan in ND (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Holy Angels, Inc. 403(b) Retirement Savings Plan assets move in 2024?
Holy Angels, Inc. 403(b) Retirement Savings Plan grew at a solid clip - up 6.6% during 2024, from $6M to $6M. Reported net income was $398K.
How have Holy Angels, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Holy Angels, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $6M.
Which Other plans are similar in size to Holy Angels, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Info Line of San Diego County in CA ($6M, 296 participants).
Which Other plans cover a similar participant headcount to Holy Angels, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is University of Jamestown 403(b) DC Plan in ND (360 participants, $27M in assets).