Other · DOL Form 5500 · 2024

Penick Village, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
252
Participants Below avg headcount
39th
Percentile by assets National rank
$16,314
Avg per participant Low balance/head
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Official DOL plan name: Penick Village 403(b) Retirement Plan · Sponsored by Penick Village, Inc. · North Carolina · Healthcare & Social Assistance

$4M in assets, 252 participants

Penick Village, Inc.'s Penick Village 403(b) Retirement Plan reported $4M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,855 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Penick Village 403(b) Retirement Plan covers 252 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#6,855
in Healthcare & Social Assistance (16,916 peers)
+5.1%
assets growth YoY

Penick Village 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Penick Village 403(b) Retirement Plan vs every filed plan by assets

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

$4,111,022 39th percentile higher than 39% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Penick Village 403(b) 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. Penick Village 403(b) Retirement Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penick Village 403(b) Retirement Plan reported net income rose from -$425 in the plan year 2023 filing to $199K in the plan year 2024 filing.
  • Penick Village 403(b) Retirement Plan reported participants rose from 239 in the plan year 2023 filing to 252 in the plan year 2024 filing.
  • Penick Village 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560729010 · Penick Village, Inc. PY 2024 · Other

Penick Village 403(b) Retirement Plan · $4M · 252 · 39th

  • NET $4M
  • BOOK 252
  • VS-ST 39th
  • BOY Other
  • SCH near Sharon S. Richardson Community Hospice 403(b) Plan
  • EBSA ind #6855

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 →

Penick Village 403(b) Retirement Plan in the asset neighbourhood

Area Substance Abuse Council Retirement PlanArea Substance Abuse Council…$4MEmployee Benefit Plan of Multi-Service CenterEmployee Benefit Plan of Mul…$4MPenick Village 403(b) Retirement PlanPenick Village 403(b) Retire…$4MSharon S. Richardson Community Hospice 403(b) PlanSharon S. Richardson Communi…$4M403(b) Thrift Plan for Employees of the Arc of Atlantic County, Inc.403(b) Thrift Plan for Emplo…$4M
End-of-year total assets ($M) among Penick Village 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$199K
Employer EIN560729010
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penick Village, Inc.)

Sponsor-wide plan assets over time

All Penick Village, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.073319621819862% vs 2022
2024 filing year
$3.8M$3.9M$4M$4.1M$4.2M 202220232024 $3.91M $4.11M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 226 $4M
2023 1 239 $4M
2024 1 252 $4M

Nearby Other Plans in North Carolina

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

Penick Village 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Penick Village 403(b) Retirement Plan, Total assets ($B): 0.004111022 · Participants: 252Penick Village 403(b) Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Penick Village 403(b) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Penick Village 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is Sharon S. Richardson Community Hospice 403(b) Plan in WI ($4M); by covered participants it is Detroit Country Day School Retirement Plan in MI (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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.

Frequently Asked Questions

How did Penick Village 403(b) Retirement Plan assets move in 2024? ▼
Penick Village 403(b) Retirement Plan grew at a solid clip - up 5.1% during 2024, from $4M to $4M. Reported net income was $199K.
How have Penick Village, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penick Village, Inc.'s sponsor-wide assets grew 5.1%, from $4M to $4M.
Which Other plans are similar in size to Penick Village 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sharon S. Richardson Community Hospice 403(b) Plan in WI ($4M, 124 participants).
Which Other plans cover a similar participant headcount to Penick Village 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Detroit Country Day School Retirement Plan in MI (252 participants, $106M 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 560729010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.