Novant Health 401(k) and retirement plans

Novant Health, Inc., Winston-Salem, NC. EIN 56-1376950. Annual reports 2009–2024. Also filed as Louisburg H.M.A., LLC; Novant Health, Incorporated; Novant Health Inc.

Novant Health, Inc. has 3 active retirement plans on file. The largest is the Tax Deferred Savings Plan of Novant Health, Inc., with 55,552 participants and $2.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2016. No traditional pension plan appears in Novant Health's filings since 2009.

Active plans: 3
Participants: 107,131
Plan assets: $4.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Tax Deferred Savings Plan of Novant Health, Inc.

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 56-1376950
Participants (2024): 55,552
Net assets (2024): $2.5 billion
Recordkeeper: FidelityEarlier: Empower (2009–2015)
Plan administrator: Novant Health, Inc.
4020 Kilpatrick Road
Winston-Salem, NC 27104
(336) 277-1449As filed for 2024
In effect since: January 1, 1993

Plans merged into this one: Prince William Hospital 403(b) Plan (2010).

Earlier plan names: Tax Deffered Savings Plan of Novant Health, Inc.; Tax Deferred Savings of Novant Health Inc.; Tax Deferred Savings of Novant Health, Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	55,552	$2.5 billion	Fidelity
2023	51,913	$2.2 billion	Fidelity
2022	48,980	$1.9 billion	Fidelity
2021	39,566	$2.3 billion	Fidelity
2020	38,225	$1.7 billion	Fidelity
2019	37,613	$1.5 billion	Fidelity
2018	36,139	$1.2 billion	Fidelity
2017	34,643	$1.2 billion	Fidelity
2016	36,186	$1.0 billion	Fidelity
2015	30,613	$970 million	Empower
2014	30,653	$944 million	Empower
2013	29,024	$863 million	Empower
2012	28,011	$714 million	Empower
2011	27,178	$621 million	Empower
2010	26,228	$590 million	Empower
2009	25,216	$470 million	Empower

Savings and Supplemental Retirement Plan of Novant Health, Inc.

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 56-1376950
Participants (2024): 48,270
Net assets (2024): $1.7 billion
Recordkeeper: FidelityEarlier: Empower (2009–2015)
Plan administrator: Novant Health, Inc.
4020 Kilpatrick Road
Winston Salem, NC 27104
(336) 277-1449As filed for 2024
In effect since: January 1, 1983

Plans merged into this one: Franklin/Upstate 401(k) Plan (2015).

Earlier plan names: Savings and Supplemental Retirement Plan of Novant Health.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	48,270	$1.7 billion	Fidelity
2023	45,313	$1.5 billion	Fidelity
2022	42,741	$1.3 billion	Fidelity
2021	35,848	$1.6 billion	Fidelity
2020	35,094	$1.4 billion	Fidelity
2019	35,100	$1.2 billion	Fidelity
2018	34,167	$1.0 billion	Fidelity
2017	33,487	$1.1 billion	Fidelity
2016	33,342	$948 million	Fidelity
2015	29,667	$906 million	Empower
2014	30,083	$896 million	Empower
2013	29,358	$829 million	Empower
2012	25,709	$700 million	Empower
2011	27,160	$610 million	Empower
2009	25,630	$470 million	Empower

The South Carolina Region 403(b) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 56-1376950
Participants (2024): 3,309
Net assets (2024): $81.0 million
Recordkeeper: Fidelity2024
Plan administrator: Novant Health, Inc.
2085 Frontis Plaza BLVD
Winston Salem, NC 27103
(336) 277-1410As filed for 2024
In effect since: July 24, 2024

Earlier plan names: Pension Restoration Plan of Novant Health, Inc.; Pension Restoration Plan for Novant Health, Inc..

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,309	$81.0 million	Fidelity
2023	0	$0	not listed
2022	0	$3.4 million	not listed
2021	0	$3.3 million	not listed
2020	0	$4.0 million	not listed
2019	0	$-17,613	not listed
2018	4,330	$175 million	not listed
2017	4,447	$195 million	not listed
2016	4,389	$188 million	not listed
2015	5,886	$200 million	not listed
2014	5,935	$218 million	not listed
2013	5,995	$203 million	not listed
2012	6,045	$173 million	not listed
2011	6,122	$156 million	not listed

Franklin/Upstate 401(k) Plan

401(k)Merged

Merged. In 2015 its assets moved to the Savings & Supplemental Retirement Plan of Novant Health Inc., sponsored by Novant Health, Inc. (EIN 56-1376950, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 56-1376950
Participants (2014): 741
Net assets (2014): $19.6 million
Recordkeeper: Empower2009–2015
Plan administrator: Novant Health, Inc.
4020 Kilpatrick Road
Winston-Salem, NC 27104
(336) 277-6635As filed for 2015
In effect since: December 29, 2009

Earlier sponsor: Louisburg H.M.A., LLC (2009).

Earlier plan names: Louisburg Retirement Savings Plan.

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	Empower
2014	741	$19.6 million	Empower
2013	752	$19.7 million	Empower
2012	773	$17.7 million	Empower
2011	775	$15.9 million	Empower
2010	806	$16.0 million	Empower
2009	286	$5.5 million	Empower

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tax Deferred Savings Plan of Novant Health, Inc.. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((336) 277-1449). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Tax Deferred Savings Plan of Novant Health, Inc.

Savings and Supplemental Retirement Plan of Novant Health, Inc.

The South Carolina Region 403(b) Plan

Franklin/Upstate 401(k) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in NC