Money Purchase · DOL Form 5500 · 2024

Carteret County General Hospital Money Purchase Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
905
Participants Near avg headcount
86th
Percentile by assets National rank
$64,396
Avg per participant Low balance/head
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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.

  • #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.

#14,863
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Carteret County General Hospital Money Purchase Pension Plan's outsized position by total assets

Carteret County General Hospital Money Purchase Pension Plan vs every filed plan by assets

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

$58,278,329 Top 14% higher than 86% 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

Carteret County General Hospital Money Purchase Pension 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. Carteret County General Hospital Money Purchase Pension Plan sits mid-pack in the medium band (905 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 560952955 · Carteret County General Hospital PY 2024 · Money Purchase

Carteret County General Hospital Money Purchase Pension Plan · $58M · 905 · 86th

  • VS-ST $58M
  • VS-ST 905
  • VS-ST 86th
  • VS-ST Money Purchase
  • VS-ST near Harvard Management Company Inc. Pension Plan
  • VS-ST ind #14863

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 →

Carteret County General Hospital Money Purchase Pension Plan in the asset neighbourhood

Plumbers & Fitters Local No. 110 Annuity Trust FundPlumbers & Fitters Local No.…$58MCarteret County General Hospital Money Purchase Pension PlanCarteret County General Hosp…$58MHarvard Management Company Inc. Pension PlanHarvard Management Company I…$58MIron Workers Local Union No. 92 Money Purchase Pension PlanIron Workers Local Union No.…$58MLaborers Local 235 Annuity FundLaborers Local 235 Annuity F…$58M
End-of-year total assets ($M) among Carteret County General Hospital Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$58M
Net Income$4M
Employer EIN560952955
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carteret County General Hospital)

Sponsor-wide plan assets over time

All Carteret County General Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$132M 32.89396582527339% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $99.6M $132M ▲ +32.9%
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 Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Carteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 58.278329 · Participants: 905Carteret County General Hospital Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 521.943198 · Participants: 1997Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 257.942084 · Participants: 1192Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 84.542787 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 22.953494 · Participants: 663Goodwill Industries of Northwest North Carolina, Inc. Money Purchase PlanAppalachian Regional Healthcare System Frozen Retirement Savings Plan, Total assets ($M): 10.077661 · Participants: 236Appalachian Regional Healthcare System Frozen Retirement Savings Plan
Carteret County General Hospital Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Carteret County General Hospital Money Purchase Pension Plan side-by-side with 3 peers →

Carteret County General Hospital Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Harvard Management Company Inc. Pension Plan in MA ($58M); by covered participants it is Plumbers and Pipefitters of the Carolinas Defined Contribution Plan in FL (906 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (905 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 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).
Which Money Purchase plans cover a similar participant headcount to Carteret County General Hospital Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers and Pipefitters of the Carolinas Defined Contribution Plan in FL (906 participants, $64M 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 560952955.

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.