Money Purchase · DOL Form 5500 · 2024

Carteret County General Hospital Money Purchase Plan

Data updated 2026-08-11

$58M
Total assets: 905
Participants: 86th
Percentile by assets: $64,396
Avg per participant

Official DOL plan name: Carteret County General Hospital Money Purchase Pension Plan · Sponsored by Carteret County General Hospital · North Carolina · Healthcare & Social Assistance

$58M in assets, 905 participants

Carteret County General Hospital's Carteret County General Hospital Money Purchase Pension Plan reported $58M in total assets and 905 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#14,863 in Healthcare & Social Assistance (16,916 peers)

Where Carteret County General Hospital Money Purchase Pension Plan sits by assets

Carteret County General Hospital Money Purchase Pension Plan sits in the top quartile of all filed plans by assets, $58M for 905 participants (~$64,396/participant), up 6.9% in 2024.

$58M
total plan assets (2024 EOY): 905
covered participants: 86th
percentile by assets (of 123,622 plans): $64,396
avg assets per participant

Carteret County General Hospital Money Purchase Pension Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Carteret County General Hospital Money Purchase Pension Plan end-of-year assets rose from $55M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Carteret County General Hospital Money Purchase Pension Plan reported participants rose from 896 in the plan year 2023 filing to 905 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Healthcare & Social Assistance

Carteret County General Hospital Money Purchase Pension Plan vs the 2024 asset distribution

By assets, Carteret County General Hospital Money Purchase Pension Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$55M
Net Assets (End of Year)	$58M
Net Income	$4M
Employer EIN	560952955
Plan Effective Date	1976-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carteret County General Hospital)

Total plan assets by year, all Carteret County General Hospital plans on file

Year	Plans	Participants	Total Assets
2022	2	1,917	$100M
2023	2	2,061	$122M
2024	2	2,100	$132M

Nearby Money Purchase Plans in North Carolina

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

Carteret County General Hospital Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants

Money Purchase Pension Plan of Wake Forest University Health Sciences $522M · 1,997
Fhi 360 Employees' Pension Plan $258M · 1,192
New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
Appalachian Regional Healthcare System Frozen Retirement Savings Plan $10M · 236

Compare Carteret County General Hospital Money P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Carteret County General Hospital Money Purchase Pension Plan by total assets, not by location.

Harvard Management Company Inc. Pension Plan (MA) $58M · 105
Plumbers & Fitters Local No. 110 Annuity Trust Fund (VA) $58M · 935
Iron Workers Local Union No. 92 Money Purchase Pension Plan (AL) $58M · 852
Laborers Local 235 Annuity Fund (NY) $58M · 591

Frequently Asked Questions

How did Carteret County General Hospital Money Purchase Pension Plan assets move in 2024? ▼

Carteret County General Hospital Money Purchase Pension Plan grew at a solid clip - up 6.9% during 2024, from $55M to $58M. Reported net income was $4M.

How have Carteret County General Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carteret County General Hospital's sponsor-wide assets grew 32.9%, from $100M to $132M.

Where does Carteret County General Hospital Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

Carteret County General Hospital Money Purchase Pension Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Carteret County General Hospital Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Harvard Management Company Inc. Pension Plan in MA ($58M, 105 participants).

Next read for Carteret County General Hospital Money P…

Scale reading

Ways to act on Carteret County General Hospital Money Purchase Pension Plan's numbers.

By total assets, Carteret County General Hospital Money Purchase Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
Carteret County General Hospital's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 560952955.