Other · DOL Form 5500 · 2024
Deerfield Episcopal Retirement Community, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 365
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $26,553
- Avg per participant Low balance/head
Official DOL plan name: Deerfield Episcopal Retirement Comm. Inc. 403(b) P · Sponsored by Deerfield Episcopal Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance
$10M in assets, 365 participants
Deerfield Episcopal Retirement Community, Inc.'s Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported $10M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,238 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Deerfield Episcopal Retirement Comm. Inc. 403(b) P covers 365 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.
- #10,238
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
Deerfield Episcopal Retirement Comm. Inc. 403(b) P's mid-pack asset rank among Healthcare & Social Assistance and all filers
Deerfield Episcopal Retirement Comm. Inc. 403(b) P vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,691,746 Top 45% higher than 55% 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
Deerfield Episcopal Retirement Comm. Inc. 403(b) P 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. Deerfield Episcopal Retirement Comm. Inc. 403(b) P sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Deerfield Episcopal Retirement Comm. Inc. 403(b) P end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Deerfield Episcopal Retirement Comm. Inc. 403(b) P reported participants rose from 327 in the plan year 2023 filing to 365 in the plan year 2024 filing.
DOL schedule card
Filing strip 560614176 · Deerfield Episcopal Retirement Community, Inc. PY 2024 · Other
Deerfield Episcopal Retirement Comm. Inc. 403(b) P · $10M · 365 · 55th
- 5500 $10M
- 5500 365
- 5500 55th
- 5500 Other
- 5500 near South Peninsula Hospital 403(b) Plan for Union Employees
- 5500 ind #10238
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 →
Deerfield Episcopal Retirement Comm. Inc. 403(b) P in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 560614176 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Deerfield Episcopal Retirement Community, Inc.)
Sponsor-wide plan assets over time
All Deerfield Episcopal Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.3805632926186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $7M |
| 2023 | 1 | 327 | $8M |
| 2024 | 1 | 365 | $10M |
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
Deerfield Episcopal Retirement Comm. Inc. 403(b) P's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is South Peninsula Hospital 403(b) Plan for Union Employees in AK ($10M); by covered participants it is Brian's House 403(b) Plan in PA (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Brian's House 403(b) Plan (PA) 365 · 0 off
- Harvard-Westlake School Defined Contribution Retirement Plan (CA) 365 · 0 off
- Clarion Hospital 403(b) Plan (PA) 365 · 0 off
- Judson Non-Union 403(b) Plan (OH) 365 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.