Other · DOL Form 5500 · 2024

GENERATIONED Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 325
Participants Below avg headcount: 54th
Percentile by assets National rank: $27,949
Avg per participant Low balance/head

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Official DOL plan name: Generationed 403(b) Plan · Sponsored by GENERATIONED · North Carolina · Other Services

$9M in assets, 325 participants

GENERATIONED's Generationed 403(b) Plan reported $9M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#5,652 in Other Services (7,719 peers)

Coverage in North Carolina

Generationed 403(b) Plan covers 325 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#5,652
in Other Services (7,719 peers): +29.3%
assets growth YoY

Generationed 403(b) Plan's mid-pack asset rank among Other Services and all filers

Generationed 403(b) Plan vs every filed plan by assets

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

$9,083,567 Top 46% higher than 54% 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

Generationed 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. Generationed 403(b) Plan sits mid-pack in the medium band (325 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Generationed 403(b) Plan reported participants rose from 223 in the plan year 2023 filing to 325 in the plan year 2024 filing.
Generationed 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Generationed 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560863474 · GENERATIONED PY 2024 · Other

Generationed 403(b) Plan · $9M · 325 · 54th

PCT $9M
EIN 325
RANK 54th
PHOTO Other
IND near Partners for Rural Impact Retirement Plan
EOY ind #5652

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 Other Services retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Generationed 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	560863474
Plan Effective Date	1980-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (GENERATIONED)

Latest sponsor-wide plan assets: $9M 19.302265356642977% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	598	$11M
2023	2	565	$7M
2024	1	325	$9M

Nearby Other Plans in North Carolina

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

Generationed 403(b) 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

Compare Generationed 403(b) Plan side-by-side with 3 peers →

Generationed 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Partners for Rural Impact Retirement Plan in KY ($9M); by covered participants it is Ford Foundation Savings Plan in NY (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Partners for Rural Impact Retirement Plan (KY) $9M · 291
Retirement Plan for Employees of Gscnc (DC) $9M · 153
Employee Benefit Plan of Maine Association for Community Service Providers (ME) $9M · 1,078
403(b) Thrift Plan for Employees of the Family Con (KS) $9M · 132

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

Ford Foundation Savings Plan (NY) 325 · 0 off
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity (PA) 325 · 0 off
Riddle Village Retirement Savings Plan (PA) 325 · 0 off
Neighborhood House, Inc. 403(b) Retirement Plan (WA) 325 · 0 off

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 Generationed 403(b) Plan assets move in 2024? ▼

Generationed 403(b) Plan grew sharply - up 29.3% during 2024, from $7M to $9M. Reported net income was $2M.

How have GENERATIONED plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), GENERATIONED's sponsor-wide assets declined 19.3%, from $11M to $9M.

Which Other plans are similar in size to Generationed 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Partners for Rural Impact Retirement Plan in KY ($9M, 291 participants).

Which Other plans cover a similar participant headcount to Generationed 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Ford Foundation Savings Plan in NY (325 participants, $193M 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 560863474.