Profit Sharing · DOL Form 5500 · 2024
Fellowship Hall Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $52,833
- Avg per participant Low balance/head
Official DOL plan name: Fellowship Hall Retirement Plan · Sponsored by Fellowship Hall Retirement Plan · North Carolina · Healthcare & Social Assistance
$5M in assets, 98 participants
Fellowship Hall Retirement Plan's Fellowship Hall Retirement Plan reported $5M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,754 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Fellowship Hall Retirement Plan pulled back noticeably 10.8% in 2024 ($6M → $5M) for 98 participants.
- #7,754
- in Healthcare & Social Assistance (16,916 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $629K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fellowship Hall Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Fellowship Hall Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,177,643 43rd percentile higher than 43% 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
Fellowship Hall Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellowship Hall Retirement Plan is a small filing (98 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 560949273 · Fellowship Hall Retirement Plan PY 2024 · Profit Sharing
Fellowship Hall Retirement Plan · $5M · 98 · 43rd
- PART $5M
- PART 98
- PART 43rd
- PART Profit Sharing
- PART near Gvs Puerto Rico LLC Retirement Plan
- PART ind #7754
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 →
Fellowship Hall Retirement Plan in the asset neighbourhood
Fellowship Hall Retirement Plan years around the 2024 move
Sponsor-wide plan assets over time
All Fellowship Hall Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 0.6749067117926677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $5M |
| 2023 | 1 | 100 | $6M |
| 2024 | 1 | 98 | $5M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$629K |
| Employer EIN | 560949273 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Fellowship Hall Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Gvs Puerto Rico LLC Retirement Plan in PR ($5M); by covered participants it is Race Forward 403(b) Plan in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.