Other · DOL Form 5500 · 2024
Carteret General Hospital Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 1,195
- Participants
- 88th
- Percentile by assets
- $62,024
- Avg per participant
Official DOL plan name: Carteret County General Hospital Tax Deferred Savings Plan · Sponsored by Carteret General Hospital · North Carolina · Healthcare & Social Assistance
$74M in assets, 1,195 participants
Carteret General Hospital's Carteret County General Hospital Tax Deferred Savings Plan reported $74M in total assets and 1,195 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #15,170 in Healthcare & Social Assistance (16,916 peers)
Where Carteret County General Hospital Tax Deferred Savings Plan sits by assets
Carteret County General Hospital Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $74M for 1,195 participants (~$62,024/participant), up 9.6% in 2024.
- $74M
- total plan assets (2024 EOY)
- 1,195
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $62,024
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carteret County General Hospital Tax Deferred Savings Plan reported net income fell from $14M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Carteret County General Hospital Tax Deferred Savings Plan end-of-year assets rose from $68M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Carteret County General Hospital Tax Deferred Savings Plan reported participants rose from 1,165 in the plan year 2023 filing to 1,195 in the plan year 2024 filing.
Carteret County General Hospital Tax Deferred Savings Plan vs the 2024 asset distribution
By assets, Carteret County General Hospital Tax Deferred Savings Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $6M |
| Employer EIN | 560952955 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carteret General Hospital)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,917 | $100M |
| 2023 | 2 | 2,061 | $122M |
| 2024 | 2 | 2,100 | $132M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Carteret County General Hospital Tax Deferred Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carteret County General Hospital Tax Deferred Savings Plan by total assets, not by location.
- Gifford Health Care, Inc. 403(b) Retirement Plan (VT) $74M · 792
- Legacy Community Health Services, Inc. 403(b) Plan (TX) $74M · 1,758
- American College of Surgeons Long Term Savings Plan (IL) $74M · 460
- Mgh 403(b) Retirement Plan (IN) $74M · 1,166
Frequently Asked Questions
How did Carteret County General Hospital Tax Deferred Savings Plan assets move in 2024? ▼
How have Carteret General Hospital plan assets changed over time? ▼
Where does Carteret County General Hospital Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Carteret County General Hospital Tax Deferred Savings Plan? ▼
Next read for Carteret County General Hospital Tax Def…
Scale reading
Ways to act on Carteret County General Hospital Tax Deferred Savings Plan's numbers.
- By total assets, Carteret County General Hospital Tax Deferred Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Carteret General Hospital's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans