401(k) · DOL Form 5500 · 2024
Scotland Memorial Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 1,257
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $62,991
- Avg per participant Low balance/head
Official DOL plan name: Scotland Memorial Hospital, Inc. 403(b) Retirement Plan · Sponsored by Scotland Memorial Hospital, Inc. · North Carolina · Healthcare & Social Assistance
$79M in assets, 1,257 participants
Scotland Memorial Hospital, Inc.'s Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported $79M in total assets and 1,257 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,261 in Healthcare & Social Assistance (16,916 peers)
Where Scotland Memorial Hospital, Inc. 403(b) Retirement Plan sits by assets
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $79M for 1,257 participants (~$62,991/participant), up 16.7% in 2024.
- #15,261
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan's outsized position by total assets
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,180,046 Top 11% higher than 89% 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
Scotland Memorial Hospital, Inc. 403(b) Retirement 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. Scotland Memorial Hospital, Inc. 403(b) Retirement Plan lands in the large band (1,257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan end-of-year assets rose from $68M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported participants rose from 1,106 in the plan year 2023 filing to 1,257 in the plan year 2024 filing.
- Scotland Memorial Hospital, Inc. 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560583151 · Scotland Memorial Hospital, Inc. PY 2024 · 401(k)
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan · $79M · 1,257 · 89th
- BOY $79M
- SCH 1,257
- EBSA 89th
- PART 401(k)
- TYPE near Serigraph, Inc. 401(k) Savings Plan
- NET ind #15261
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 →
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $11M |
| Employer EIN | 560583151 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Scotland Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Scotland Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 38.57469134771842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $57M |
| 2023 | 1 | 1,106 | $68M |
| 2024 | 1 | 1,257 | $79M |
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
Scotland Memorial Hospital, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Serigraph, Inc. 401(k) Savings Plan in WI ($79M); by covered participants it is Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in NY (1,257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Serigraph, Inc. 401(k) Savings Plan (WI) $79M · 341
- Cbc/Cts 401(k) Plan (OH) $79M · 1,238
- Physical Sciences Inc. 401(k) Plan (MA) $79M · 268
- Emergency Technology, Inc. 401(k) and Employee Stock Ownership Plan (MI) $79M · 380
Similar participant headcount
Nearest other-state filings by covered participants (1,257 participants); asset peers above are excluded.
- Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan (NY) 1,257 · 0 off
- Stafford Management, LLC 401(k) Plan (MA) 1,257 · 0 off
- National Bank Holdings Corporation 401(k) Plan (MO) 1,257 · 0 off
- Riverview 401(k) Plan (MN) 1,256 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.