403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC.

Plan Contact

  • Address: 916 W CHAPEL RD,ASHEVILLE,NC
  • Contact person: MATTHEW LANDS
  • Phone: (828) 274-6050

Plan General Information

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is $853,535.00.This plan was established in 1994.

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is 140

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is $6,096.00

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is $810.00.

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is approximately $255.00
Investing in this additonal $255.00 for 20 years would give you extra $16,367.00, assuming a 10% annual return.

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Total Employer Contribution and Match Rate

In 2023, 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. allocates $35,804.00 to match its employees' contributions, providing an employer match rate of 63.08% of their contributions

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is 17.39%.

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is 10.93%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. is 0.02%.

Enrollment Features

403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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