Other · DOL Form 5500 · 2024
Easter Seals Ucp North Carolina & Virginia, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 2,405
- Participants Above avg headcount
- 66th
- Percentile by assets National rank
- $6,626
- Avg per participant Low balance/head
Official DOL plan name: Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · Sponsored by Easter Seals Ucp North Carolina & Virginia, Inc. · North Carolina · Other Services
$16M in assets, 2,405 participants
Easter Seals Ucp North Carolina & Virginia, Inc.'s Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported $16M in total assets and 2,405 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #6,243 in Other Services (7,719 peers)
Coverage in North Carolina
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan covers 2,405 participants in North Carolina, 2.9x the typical North Carolina plan (state average ~819 per filing). Assets: $16M.
- #6,243
- in Other Services (7,719 peers)
- +21.3%
- assets growth YoY
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,934,998 Top 34% higher than 66% 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
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan lands in the large band (2,405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan reported participants rose from 1,966 in the plan year 2023 filing to 2,405 in the plan year 2024 filing.
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560670676 · Easter Seals Ucp North Carolina & Virginia, Inc. PY 2024 · Other
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan · $16M · 2,405 · 66th
- BOY $16M
- BOY 2,405
- BOY 66th
- BOY Other
- BOY near Mcpherson Hospital Inc. Tax Deferred Annuity Plan
- BOY ind #6243
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 Other Services retirement plans → · Plans in North Carolina →
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 560670676 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Easter Seals Ucp North Carolina & Virginia, Inc.)
Sponsor-wide plan assets over time
All Easter Seals Ucp North Carolina & Virginia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.639374883651133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,017 | $15M |
| 2023 | 2 | 1,972 | $16M |
| 2024 | 2 | 2,411 | $19M |
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
Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Mcpherson Hospital Inc. Tax Deferred Annuity Plan in KS ($16M); by covered participants it is Elwyn Defined Contribution 403(b) Plan in PA (2,412 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,405 participants); asset peers above are excluded.
- Elwyn Defined Contribution 403(b) Plan (PA) 2,412 · 7 off
- Presbyterian Senior Living 403(b) Plan (PA) 2,415 · 10 off
- Webster University Defined Contribution Retirement Plan (MO) 2,393 · 12 off
- Einstein Medical Center Montgomery Retirement Savings Plan (PA) 2,419 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.