Profit Sharing · DOL Form 5500 · 2024

Charlotte Behavioral Health Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
235
Participants Below avg headcount
60th
Percentile by assets National rank
$52,052
Avg per participant Low balance/head
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Official DOL plan name: Charlotte Behavioral Health Care, Inc. Retirement Plan · Sponsored by Charlotte Behavioral Health Care, Inc. · Florida · Healthcare & Social Assistance

$12M in assets, 235 participants

Charlotte Behavioral Health Care, Inc.'s Charlotte Behavioral Health Care, Inc. Retirement Plan reported $12M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,070 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Charlotte Behavioral Health Care, Inc. Retirement Plan covers 235 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#11,070
in Healthcare & Social Assistance (16,916 peers)
+16.7%
assets growth YoY

Charlotte Behavioral Health Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charlotte Behavioral Health Care, Inc. Retirement Plan vs every filed plan by assets

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

$12,232,243 Top 40% higher than 60% 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

Charlotte Behavioral Health Care, Inc. Retirement 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. Charlotte Behavioral Health Care, Inc. Retirement Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charlotte Behavioral Health Care, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Charlotte Behavioral Health Care, Inc. Retirement Plan reported participants rose from 218 in the plan year 2023 filing to 235 in the plan year 2024 filing.
  • Charlotte Behavioral Health Care, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591234922 · Charlotte Behavioral Health Care, Inc. PY 2024 · Profit Sharing

Charlotte Behavioral Health Care, Inc. Retirement Plan · $12M · 235 · 60th

  • BOY $12M
  • SCH 235
  • EBSA 60th
  • PART Profit Sharing
  • TYPE near South Boston Community Health Center 403(b) Plan
  • NET ind #11070

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 Florida →

Charlotte Behavioral Health Care, Inc. Retirement Plan in the asset neighbourhood

Rural Health, Inc. 403(b) Retirement PlanRural Health, Inc. 403(b) Re…$12MCharlotte Behavioral Health Care, Inc. Retirement PlanCharlotte Behavioral Health …$12MSouth Boston Community Health Center 403(b) PlanSouth Boston Community Healt…$12MGreen Chimneys Children's Service Profit Sharing PlanGreen Chimneys Children's Se…$12MPlumbers & Pipefitters Local No. 45 Retirement Savings PlanPlumbers & Pipefitters Local…$12M
End-of-year total assets ($M) among Charlotte Behavioral Health Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN591234922
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Behavioral Health Care, Inc.)

Sponsor-wide plan assets over time

All Charlotte Behavioral Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.517784367838644% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.58M $12.2M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 211 $9M
2023 1 218 $10M
2024 1 235 $12M

Nearby Profit Sharing Plans in Florida

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

Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Charlotte Behavioral Health Care, Inc. Retirement Plan, Total assets ($B): 0.012232243 · Participants: 235Charlotte Behavioral Health Care, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Charlotte Behavioral Health Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Charlotte Behavioral Health Care, Inc. Retirement Plan side-by-side with 3 peers →

Charlotte Behavioral Health Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is South Boston Community Health Center 403(b) Plan in MA ($12M); by covered participants it is Northwest Human Services 403(b) Plan in OR (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Charlotte Behavioral Health Care, Inc. Retirement Plan assets move in 2024? ▼
Charlotte Behavioral Health Care, Inc. Retirement Plan grew sharply - up 16.7% during 2024, from $10M to $12M. Reported net income was $2M.
How have Charlotte Behavioral Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Behavioral Health Care, Inc.'s sponsor-wide assets grew 42.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is South Boston Community Health Center 403(b) Plan in MA ($12M, 158 participants).
Which Profit Sharing plans cover a similar participant headcount to Charlotte Behavioral Health Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Northwest Human Services 403(b) Plan in OR (235 participants, $20M 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 591234922.

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.