Retirement plan

DOGWOOD HEALTH TRUST 403(B) PLAN

Name: DOGWOOD HEALTH TRUST - DOGWOOD HEALTH TRUST 403(B) PLAN (2022) Form 5500
Creator: DOGWOOD HEALTH TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOGWOOD HEALTH TRUST 403(B) PLAN, DOGWOOD HEALTH TRUST

DOGWOOD HEALTH TRUSTEIN 83-0590696Plan #001PY 2022

890 HENDERSONVILLE RD, SUITE 300 - ASHEVILLE, NC 28803828-771-6710dogwoodhealthtrust.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed December 22, 2025 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

890 Hendersonville Road

Asheville, NC 28803

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Plans declared (1)

Dogwood Health Trust 457(b) Plan6 emp

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Total assets (EOY)

$741K

No prior year

Total participants

No prior year

Average account balance

$16,848

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4908

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2K3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$294 / participant

Other / not subdivided$16K100.0%

% of EOY assets

2.105%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,848

$54,370-69.0%

$82,763-79.6%

$68,490-75.4%

Participation rate

81.1%

63.9%+17.2pp

72.6%+8.6pp

67.9%+13.2pp

Annual return

0.00%

-13.67%+13.7pp

702.45%-702.4pp

-7.85%+7.9pp

Employer contribution / active EE

$5,629

$2,219+153.7%

$3,008+87.1%

$2,597+116.8%

Participant deferral / active EE

$8,745

$3,247+169.3%

$4,395+99.0%

$4,028+117.1%

Admin fee / account holder

$355

$4,398-91.9%

$5,325-93.3%

$5,403-93.4%

DOGWOOD HEALTH TRUST 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOGWOOD HEALTH TRUST 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion