Wakemed 401(k) and pension plans

Wakemed, Raleigh, NC. EIN 56-6017737. Annual reports 2009–2024. Also filed as Wakemed Health and Hospitals.

Wakemed has 2 active retirement plans on file. The largest is the Wakemed Retirement Savings Plan, with 15,820 participants and $1.4 billion in assets in 2024. Transamerica has been its recordkeeper since 2022.

Active plans: 2
Participants: 19,223
Plan assets: $1.5 billion
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Wakemed Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 56-6017737
Participants (2024): 15,820
Net assets (2024): $1.4 billion
Recordkeeper: TransamericaEarlier: Valic Retirement Services (2021), Transamerica (2013–2020), Schwab (2012), Fidelity (2010–2011), Transamerica (2009)
Plan administrator: Wakemed
3000 New Bern Avenue
Raleigh, NC 27610
(919) 350-8763As filed for 2024
In effect since: January 1, 1990

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,820	$1.4 billion	Transamerica
2023	15,701	$1.2 billion	Transamerica
2022	16,531	$1.1 billion	Transamerica
2021	15,088	$1.3 billion	Valic Retirement Services
2020	14,315	$1.1 billion	Transamerica
2019	14,014	$898 million	Transamerica
2018	13,119	$713 million	Transamerica
2017	14,199	$709 million	Transamerica
2016	12,376	$588 million	Transamerica
2015	12,312	$527 million	Transamerica
2014	11,303	$501 million	Transamerica
2013	11,321	$454 million	Transamerica
2012	10,184	$359 million	Schwab
2011	9,192	$293 million	Fidelity
2010	9,368	$282 million	Fidelity
2009	9,287	$238 million	Transamerica

Wakemed Pension Plan

Cash balance pension, frozenActive

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

Plan number: 001Employer EIN 56-6017737
Participants (2024): 3,403
Net assets (2024): $96.9 million
Administered by: WTW2024
Plan administrator: Wakemed
3000 New Bern Avenue
Raleigh, NC 27610
(919) 350-8000As filed for 2024
In effect since: December 31, 1965

Earlier sponsor: Wakemed Health and Hospitals (2009–2018).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,403	$96.9 million	WTW
2023	3,536	$93.0 million	not listed
2022	3,696	$87.7 million	not listed
2021	3,893	$110 million	not listed
2020	4,093	$102 million	not listed
2019	4,277	$97.4 million	not listed
2018	4,516	$89.3 million	not listed
2017	4,673	$97.8 million	not listed
2016	4,912	$96.3 million	not listed
2015	5,149	$98.7 million	not listed
2014	5,397	$105 million	not listed
2013	7,300	$133 million	not listed
2012	7,780	$124 million	not listed
2011	8,030	$119 million	not listed
2010	8,312	$121 million	not listed
2009	8,443	$105 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Wakemed Retirement Savings Plan. 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 ((919) 350-8763). That number was filed for 2024; ask for the benefits or retirement plan office.
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 2 plans

Wakemed Retirement Savings Plan

Wakemed Pension Plan

If you had money in one of these plans

What these numbers are

Other health care employers in NC