Other · DOL Form 5500 · 2024
Carteret General Hospital Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,195
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $62,024
- Avg per participant Low balance/head
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.
- #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.
- #15,170
- in Healthcare & Social Assistance (16,916 peers)
- +9.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Carteret County General Hospital Tax Deferred Savings Plan's outsized position by total assets
Carteret County General Hospital Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,118,329 Top 12% higher than 88% 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
Carteret County General Hospital Tax Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carteret County General Hospital Tax Deferred Savings Plan lands in the large band (1,195 participants).
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.
DOL schedule card
Filing strip 560952955 · Carteret General Hospital PY 2024 · Other
Carteret County General Hospital Tax Deferred Savings Plan · $74M · 1,195 · 88th
- PHOTO $74M
- IND 1,195
- EOY 88th
- 5500 Other
- ASSETS near Gifford Health Care, Inc. 403(b) Retirement Plan
- PCT ind #15170
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 Tax Deferred Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carteret General Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 32.89396582527339% vs 2022
- 2024 filing year
| 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.
- 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
Carteret County General Hospital Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Gifford Health Care, Inc. 403(b) Retirement Plan in VT ($74M); by covered participants it is Union Hospital 403(b) Savings Plan in OH (1,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,195 participants); asset peers above are excluded.
- Union Hospital 403(b) Savings Plan (OH) 1,193 · 2 off
- Goodwill of Southwestern Pennsylvania 403(b) Plan (PA) 1,192 · 3 off
- Southwestern Vermont Health Care 403(b) (VT) 1,200 · 5 off
- Abilene Christian University 403(b) Retirement Plan (TX) 1,190 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.