Other · DOL Form 5500 · 2024
Southeastern Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 2,241
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $56,693
- Avg per participant Low balance/head
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.
- #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.
- #15,744
- in Healthcare & Social Assistance (16,916 peers)
- +3.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Southeastern Regional Medical Center Tax-Deferred Savings Plan's outsized position by total assets
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,048,345 Top 8% higher than 92% 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
Southeastern Regional Medical Center Tax-Deferred Savings 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. Southeastern Regional Medical Center Tax-Deferred Savings Plan lands in the large band (2,241 participants).
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.
DOL schedule card
Filing strip 560530233 · Southeastern Regional Medical Center PY 2024 · Other
Southeastern Regional Medical Center Tax-Deferred Savings Plan · $127M · 2,241 · 92nd
- SCH $127M
- EBSA 2,241
- PART 92nd
- TYPE Other
- NET near Samford University 403(b) Salary Deferral and Defined Contribution Plan
- BOOK ind #15744
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 →
Southeastern Regional Medical Center Tax-Deferred Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southeastern Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 10.194857055329553% vs 2022
- 2024 filing year
| 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.
- 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
Southeastern Regional Medical Center Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Samford University 403(b) Salary Deferral and Defined Contribution Plan in AL ($127M); by covered participants it is National Church Residences 403(b) Savings Plan in OH (2,241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,241 participants); asset peers above are excluded.
- National Church Residences 403(b) Savings Plan (OH) 2,241 · 0 off
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) 2,241 · 0 off
- Youth Advocate Programs, Inc. 403(b) Plan (PA) 2,233 · 8 off
- St. Clair Hospital Savings Plan (PA) 2,232 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.