Other · DOL Form 5500 · 2022

North Carolina Wesleyan University Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
147
Participants Small participant base
80th
Percentile by assets National rank
$159,281
Avg per participant Above avg balance/head
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Official DOL plan name: North Carolina Wesleyan University Retirement Plan · Sponsored by North Carolina Wesleyan University · North Carolina · Educational Services

$23M in assets, 147 participants

North Carolina Wesleyan University's North Carolina Wesleyan University Retirement Plan reported $23M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,578 in Educational Services (4,024 peers)

Coverage in North Carolina

North Carolina Wesleyan University Retirement Plan covers 147 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $23M.

#2,578
in Educational Services (4,024 peers)
-16.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Wesleyan University Retirement Plan's outsized position by total assets

North Carolina Wesleyan University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,414,300 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North Carolina Wesleyan University Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Carolina Wesleyan University Retirement Plan sits mid-pack in the medium band (147 participants).

Plan-year Form 5500 strip

Filing strip 560686603 · North Carolina Wesleyan University PY 2022 · Other

North Carolina Wesleyan University Retirement Plan · $23M · 147 · 80th

  • EOY $23M
  • EOY 147
  • EOY 80th
  • EOY Other
  • EOY near Chinese American International School Retirement Savings Plan
  • EOY ind #2578

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in North Carolina →

North Carolina Wesleyan University Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of the Children's Institute of Pittsburgh403(b) Thrift Plan of the Ch…$23MBigelow Laboratory for Ocean Sciences Retirement PlanBigelow Laboratory for Ocean…$23MNorth Carolina Wesleyan University Retirement PlanNorth Carolina Wesleyan Univ…$23MChinese American International School Retirement Savings PlanChinese American Internation…$23MThe Endocrine Society Defined Contribution Retirement PlanThe Endocrine Society Define…$23M
End-of-year total assets ($M) among North Carolina Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN560686603
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Wesleyan University)

Sponsor-wide plan assets over time

All North Carolina Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.482248027914565% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $29.4M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 147 $23M
2023 1 143 $27M
2024 1 148 $29M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

North Carolina Wesleyan University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants North Carolina Wesleyan University Retirement Plan, Total assets ($B): 0.0234143 · Participants: 147North Carolina Wesleyan University Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
North Carolina Wesleyan University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Wesleyan University Retirement Plan side-by-side with 3 peers →

North Carolina Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Chinese American International School Retirement Savings Plan in CA ($23M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Carolina Wesleyan University Retirement Plan assets move in 2022? ▼
North Carolina Wesleyan University Retirement Plan declined sharply - down 16.0% during 2022, from $28M to $23M. Reported net income was -$4M.
How have North Carolina Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Wesleyan University's sponsor-wide assets grew 25.5%, from $23M to $29M.
Where does North Carolina Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
North Carolina Wesleyan University Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to North Carolina Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chinese American International School Retirement Savings Plan in CA ($23M, 106 participants).
Which Other plans cover a similar participant headcount to North Carolina Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (147 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560686603.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.