Other · DOL Form 5500 · 2024
Childrens Hope Alliance Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $40,161
- Avg per participant Low balance/head
Official DOL plan name: Children's Hope Alliance Tax-Deferred Annuity Plan · Sponsored by Childrens Hope Alliance · North Carolina · Healthcare & Social Assistance
$9M in assets, 231 participants
Childrens Hope Alliance's Children's Hope Alliance Tax-Deferred Annuity Plan reported $9M in total assets and 231 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.
- #10,061 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Children's Hope Alliance Tax-Deferred Annuity Plan covers 231 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #10,061
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
Children's Hope Alliance Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Children's Hope Alliance Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,277,140 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
Children's Hope Alliance Tax-Deferred Annuity 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. Children's Hope Alliance Tax-Deferred Annuity Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Children's Hope Alliance Tax-Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $695K in the plan year 2024 filing.
- Children's Hope Alliance Tax-Deferred Annuity Plan reported participants rose from 197 in the plan year 2023 filing to 231 in the plan year 2024 filing.
- Children's Hope Alliance Tax-Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 383672492 · Childrens Hope Alliance PY 2024 · Other
Children's Hope Alliance Tax-Deferred Annuity Plan · $9M · 231 · 54th
- RANK $9M
- RANK 231
- RANK 54th
- RANK Other
- RANK near Piedmont Access to Health Services, Inc. 403(b) Plan
- RANK ind #10061
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 →
Children's Hope Alliance Tax-Deferred Annuity Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $695K |
| Employer EIN | 383672492 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Hope Alliance)
Sponsor-wide plan assets over time
All Childrens Hope Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 24.778275430738812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $7M |
| 2023 | 1 | 197 | $8M |
| 2024 | 1 | 231 | $9M |
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
Children's Hope Alliance Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($9M); by covered participants it is Campus Child Care, Inc. 403(b) Retirement Plan in MA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.