How big is Wakemed's plan?

Wakemed's plan reported $1.4B in assets and 12,421 participants for 2024.

Original filing (PDF)20251001080620NAL0012922385001

Wakemed

Name: Wakemed — Wakemed Retirement Savings Plan, Form 5500 (2024)
Creator: Wakemed
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wakemed Retirement Savings Plan

401(k) retirement plan · Wakemed's Wakemed Retirement Savings Plan held $1.4B in plan assets for 12,421 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

12,421

Accounts w/ balance

15,626

Plan assets (EOY)

$1.4B

Net assets (EOY)

$1.4B

People on this filing

Veronica Baricevic signed Wakemed's 2024 Form 5500 as plan administrator.

Veronica Baricevic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wakemed's EIN is 56-6017737.

EIN 56-6017737

Plan number 002

Plan year 2024

ACK ID 20251001080620NAL0012922385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wakemed from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wakemed's plan includes profit-sharing, 403(b) custodial accounts, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAKEMED.

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How this plan invests

This plan

1 pooled trust

Schedule D

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

WAKEMED

EIN

all filings

Address

3000 NEW BERN AVENUE · RALEIGH, NC · 27610

Phone

(919) 350-8763

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

PLANTE MORAN, PLLC

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OP	04-2647786	—	RECORDKEEPER	$506K	—
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	NONE	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

57 direct securities · 1 pooled fund· $1.4B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$562.5M

24 holdings

Other securities

$459.5M

21 holdings

Common Collective Trusts

$354.2M

7 holdings

Common Stocks

$46.9M

3 holdings

Participant loans

$12.1M

1 holding

Pooled Separate Account

$1.3M

1 holding

Self-Directed Brokerage

$264K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$404.5M Fidelity$360.3M T. Rowe Price$214.3M JPMorgan$190.9M Dodge & Cox$150.5M American Century$57.8M MassMutual / MML$7.2M Transamerica$4.2M American Funds (Capital Group)$1.5M

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES CO.	51-0396365	—	NONE	$0	—
NATIONAL FINANCIAL SERVICES	04-3523567	—	NONE	$0	—

					% of plan
Vanguard VANG WELLINGTON ADM	Mutual Funds	—	—	$293.1M	20.3%
Fidelity Management Trust FID 500 INDEX	Common Collective Trusts	—	—	$244.9M	17.0%
JPMorgan JPM LG CAP GROWTH R6	Other securities	—	—	$190.9M	13.2%
Dodge & Cox DODGE & COX STOCK X	Mutual Funds	—	—	$104.8M	7.3%
Vanguard VANG VMMR-FED MMKT	Mutual Funds	—	—	$62.4M	4.3%
American Century AM CENT SMCAP VAL R6	Other securities	—	—	$57.8M	4.0%
Fidelity Management Trust FID US BOND IDX	Common Collective Trusts	—	—	$55.7M	3.9%
T. Rowe Price SCF TOTAL RTN BD R6	Other securities	—	—	$54.3M	3.8%
Vanguard VANG INTL GROWTH ADM	Mutual Funds	—	—	$49.0M	3.4%
Dodge & Cox DODGE & COX INT SK X	Mutual Funds	—	—	$45.7M	3.2%
T. Rowe Price TRP QM US SMCP GR I	Other securities	—	—	$43.3M	3.0%
Variable Annuity Life Insurance Company VALIC Fixed-Interest	Common Stocks	—	—	$38.7M	2.7%
Fidelity Management Trust FID GLB EX US IDX	Common Collective Trusts	—	—	$36.5M	2.5%
T. Rowe Price TRP RETIRE 2040 I	Other securities	—	—	$27.7M	1.9%
T. Rowe Price TRP RETIRE 2050 I	Other securities	—	—	$25.3M	1.8%
T. Rowe Price TRP RETIRE 2030 I	Other securities	—	—	$19.4M	1.3%
Fidelity Management Trust FID EXTD MKT IDX	Common Collective Trusts	—	—	$17.0M	1.2%
T. Rowe Price TRP RETIRE 2035 I	Other securities	—	—	$14.9M	1.0%
Participants Participant loans - Bearing interest at rates from 4.25 to 9.5 percent -	Participant loans	—	—	$12.1M	0.8%
T. Rowe Price TRP RETIRE 2060 I	Other securities	—	—	$8.6M	0.6%
MassMutual Ascend Life Insurance Company Fixed annuity - MassMutual Fixed Annuities	Common Stocks	—	—	$7.2M	0.5%
T. Rowe Price TRP RETIRE 2055 I	Other securities	—	—	$5.7M	0.4%
T. Rowe Price TRP RETIRE 2025 I	Other securities	—	—	$5.4M	0.4%
T. Rowe Price TRP RETIRE 2020 I	Other securities	—	—	$3.7M	0.3%
Fidelity Management Trust Company TRP RETIRE 2065 I	Mutual Funds	—	—	$2.7M	0.2%
Fidelity Management Trust Company Fidelity Magellan	Mutual Funds	—	—	$1.6M	0.1%
American Funds American Century Ultra	Mutual Funds	—	—	$1.5M	0.1%
GOVERNMENT FIXED FUND TRANSAMERICA LIFE INS. CO. · EIN 36-6071399 / PN 009	Pooled Separate Account	—	—	$1.3M	<0.1%
Fidelity Management Trust Company Fidelity Magellan	Mutual Funds	—	—	$1.3M	<0.1%
Transamerica Life Insurance Company TransAmerica General Account	Common Stocks	—	—	$983K	<0.1%
Transamerica Large Growth R	Other securities	—	—	$590K	<0.1%
Transamerica Large CoreR	Other securities	—	—	$555K	<0.1%
Transamerica Large Value Opportunities R	Other securities	—	—	$361K	<0.1%
T. Rowe Price TRP RETIRE 2015 I	Other securities	—	—	$323K	<0.1%
Charles Schwab Personal Choice Retirement Accounts	Self-Directed Brokerage	—	—	$264K	<0.1%
Transamerica Government MM R2	Other securities	—	—	$175K	<0.1%
Transamerica balance II R	Other securities	—	—	$145K	<0.1%
T. Rowe Price TRP RETIRE 2005 I	Other securities	—	—	$117K	<0.1%
Transamerica International Equity R	Other securities	—	—	$105K	<0.1%
Fidelity Management Trust Company FID SEL SEMICONDUCT	Mutual Funds	—	—	$72K	<0.1%
Fidelity Management Trust Company FID SEL Technology	Mutual Funds	—	—	$67K	<0.1%
Fidelity Management Trust Company FID GROWTH COMPANY	Mutual Funds	—	—	$59K	<0.1%
Fidelity Management Trust Company FID CONTRAFUND	Mutual Funds	—	—	$46K	<0.1%
Fidelity Management Trust Company FID Large Cap Stock	Mutual Funds	—	—	$41K	<0.1%
Fidelity Management Trust Company FID 500 INDEX	Common Collective Trusts	—	—	$34K	<0.1%
Fidelity Management Trust Company FID SEL Biotech	Mutual Funds	—	—	$30K	<0.1%
Fidelity Management Trust Company FID Blue Chip Value	Mutual Funds	—	—	$22K	<0.1%
Fidelity Management Trust Company FID Intm Govt Income	Mutual Funds	—	—	$22K	<0.1%
Fidelity Management Trust Company FID Overseas	Mutual Funds	—	—	$19K	<0.1%
Fidelity Management Trust Company FID Small Cap Value	Mutual Funds	—	—	$13K	<0.1%

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