401(k) · DOL Form 5500 · 2024
Arbor Acres United Methodist 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $72,848
- Avg per participant Below avg balance/head
Official DOL plan name: Arbor Acres 403b Plan · Sponsored by Arbor Acres United Methodist · North Carolina · Healthcare & Social Assistance
$14M in assets, 186 participants
Arbor Acres United Methodist's Arbor Acres 403b Plan reported $14M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,410 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Arbor Acres 403b Plan covers 186 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #11,410
- in Healthcare & Social Assistance (16,916 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Arbor Acres 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Arbor Acres 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,549,760 Top 38% higher than 62% 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
Arbor Acres 403b 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. Arbor Acres 403b Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arbor Acres 403b Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Arbor Acres 403b Plan reported participants rose from 153 in the plan year 2023 filing to 186 in the plan year 2024 filing.
- Arbor Acres 403b Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 561152263 · Arbor Acres United Methodist PY 2024 · 401(k)
Arbor Acres 403b Plan · $14M · 186 · 62nd
- RANK $14M
- PHOTO 186
- IND 62nd
- EOY 401(k)
- 5500 near 401(k) Plan for Employees of Bom Bank
- ASSETS ind #11410
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 →
Arbor Acres 403b Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 561152263 |
| Plan Effective Date | 2023-02-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arbor Acres United Methodist)
Sponsor-wide plan assets over time
All Arbor Acres United Methodist plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 10.919087392947336% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 153 | $15M |
| 2024 | 1 | 186 | $14M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Arbor Acres 403b Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is 401(k) Plan for Employees of Bom Bank in LA ($14M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
- Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
- Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 186 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.