Other · DOL Form 5500 · 2024
Carolina Caring, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 479
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $31,851
- Avg per participant Low balance/head
Official DOL plan name: Carolina Caring Retirement Plan · Sponsored by Carolina Caring, Inc. · North Carolina · Healthcare & Social Assistance
$15M in assets, 479 participants
Carolina Caring, Inc.'s Carolina Caring Retirement Plan reported $15M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,800 in Healthcare & Social Assistance (16,916 peers)
Carolina Caring, Inc. multi-year trail
Carolina Caring, Inc.'s plans moved +49.6% in assets from 2022 to 2024; this filing shows Carolina Caring Retirement Plan at $15M / 479 participants.
- #11,800
- in Healthcare & Social Assistance (16,916 peers)
- +20.6%
- assets growth YoY
Carolina Caring Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolina Caring Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,256,812 Top 35% higher than 65% 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
Carolina Caring 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. Carolina Caring Retirement Plan sits mid-pack in the medium band (479 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Caring Retirement Plan reported participants rose from 375 in the plan year 2023 filing to 479 in the plan year 2024 filing.
- Carolina Caring Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Carolina Caring Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561242526 · Carolina Caring, Inc. PY 2024 · Other
Carolina Caring Retirement Plan · $15M · 479 · 65th
- EOY $15M
- 5500 479
- ASSETS 65th
- PCT Other
- EIN near Mount Paran Christian School 403(b) Plan
- RANK ind #11800
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 →
Carolina Caring Retirement Plan in the asset neighbourhood
Carolina Caring, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Caring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 49.60598141046535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $10M |
| 2023 | 1 | 375 | $13M |
| 2024 | 1 | 479 | $15M |
Carolina Caring, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 561242526 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
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
Carolina Caring Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Mount Paran Christian School 403(b) Plan in GA ($15M); by covered participants it is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Mount Paran Christian School 403(b) Plan (GA) $15M · 280
- National 4-H Council 403(b) Plan (DC) $15M · 98
- Prep for Prep 403 (B) DC Plan (NY) $15M · 62
- Community Service Society of New York 403(b) Plan (NY) $15M · 152
Similar participant headcount
Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.
- Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan (WI) 479 · 0 off
- Manhattan University Defined Contribution Retirement Plan (NY) 479 · 0 off
- Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan (CA) 479 · 0 off
- Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan (CA) 479 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.