Other · DOL Form 5500 · 2024
Harnett Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 878
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $38,494
- Avg per participant Low balance/head
Official DOL plan name: Harnett Health System, Inc. Supplemental Retirement 403(b) Plan · Sponsored by Harnett Health System, Inc. · North Carolina · Healthcare & Social Assistance
$34M in assets, 878 participants
Harnett Health System, Inc.'s Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported $34M in total assets and 878 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,902 in Healthcare & Social Assistance (16,916 peers)
Where Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits by assets
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 878 participants (~$38,494/participant), up 4.5% in 2024.
- #13,902
- in Healthcare & Social Assistance (16,916 peers)
- +4.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan's outsized position by total assets
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,797,900 Top 21% higher than 79% 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
Harnett Health System, Inc. Supplemental Retirement 403(b) 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. Harnett Health System, Inc. Supplemental Retirement 403(b) Plan sits mid-pack in the medium band (878 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported net income rose from $175K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan reported participants fell from 896 in the plan year 2023 filing to 878 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560603898 · Harnett Health System, Inc. PY 2024 · Other
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan · $34M · 878 · 79th
- EIN $34M
- EIN 878
- EIN 79th
- EIN Other
- EIN near Care Initiatives 403 (B) Group Retirement Plan
- EIN ind #13902
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 →
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $1M |
| Employer EIN | 560603898 |
| Plan Effective Date | 1997-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harnett Health System, Inc.)
Sponsor-wide plan assets over time
All Harnett Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 8.007916949739116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,138 | $51M |
| 2023 | 2 | 1,030 | $54M |
| 2024 | 2 | 991 | $55M |
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
Harnett Health System, Inc. Supplemental Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Care Initiatives 403 (B) Group Retirement Plan in IA ($34M); by covered participants it is Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan in CT (878 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Care Initiatives 403 (B) Group Retirement Plan (IA) $34M · 2,637
- Youth Consultation Service Tax Sheltered Annuity Plan (NJ) $34M · 1,065
- Clinica Family Health 403(b) Plan (CO) $34M · 622
- Wu Yee Childrens Services 403(b) Plan (CA) $34M · 256
Similar participant headcount
Nearest other-state filings by covered participants (878 participants); asset peers above are excluded.
- Goodwill of Western & Northern Connecticut, Inc. 403(b) Plan (CT) 878 · 0 off
- Clinicas Del Camino Real, Inc. 403(b) Plan (CA) 878 · 0 off
- Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. (GA) 877 · 1 off
- Stetson University Defined Contribution Plan (FL) 879 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.