Other · DOL Form 5500 · 2024
Southeastern Regional Medical Center Retirement Plan
Data updated 2026-08-11
- $127M
- Total assets
- 2,241
- Participants
- 92nd
- Percentile by assets
- $56,693
- Avg per participant
Official DOL plan name: Southeastern Regional Medical Center Tax-Deferred Savings Plan · Sponsored by Southeastern Regional Medical Center · North Carolina · Healthcare & Social Assistance
$127M in assets, 2,241 participants
Southeastern Regional Medical Center's Southeastern Regional Medical Center Tax-Deferred Savings Plan reported $127M in total assets and 2,241 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,744 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Southeastern Regional Medical Center Tax-Deferred Savings Plan covers 2,241 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $127M.
- $127M
- total plan assets (2024 EOY)
- 2,241
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $56,693
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported participants rose from 2,074 in the plan year 2023 filing to 2,241 in the plan year 2024 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan end-of-year assets rose from $123M in the plan year 2023 filing to $127M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Southeastern Regional Medical Center Tax-Deferred Savings Plan reports 2,241 participants - 2.7x that state average ($127M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $4M |
| Employer EIN | 560530233 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Regional Medical Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,190 | $115M |
| 2023 | 1 | 2,074 | $123M |
| 2024 | 1 | 2,241 | $127M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southeastern Regional Medical Center Tax-Deferred Savings Plan by total assets, not by location.
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) $127M · 1,431
- Dickinson College Defined Contribution Retirement Plan (PA) $127M · 1,147
- Uva Physicians Group Voluntary Tax-Deferred Savings Plan (VA) $127M · 2,043
- The Blake School Defined Contribution Plan (MN) $127M · 343
Frequently Asked Questions
How did Southeastern Regional Medical Center Tax-Deferred Savings Plan assets move in 2024? ▼
How have Southeastern Regional Medical Center plan assets changed over time? ▼
Where does Southeastern Regional Medical Center Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southeastern Regional Medical Center Tax-Deferred Savings Plan? ▼
Next read for Southeastern Regional Medical Center Tax…
Filing takeaways
Ways to act on Southeastern Regional Medical Center Tax-Deferred Savings Plan's numbers.
- By total assets, Southeastern Regional Medical Center Tax-Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Southeastern Regional Medical Center's sponsor-wide assets have grown 10.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans