Other · DOL Form 5500 · 2022
Belmont Abbey College, Inc. Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 267
- Participants
- 81st
- Percentile by assets
- $99,337
- Avg per participant
Official DOL plan name: Belmont Abbey College Retirement Plan · Sponsored by Belmont Abbey College, Inc. · North Carolina · Educational Services
$27M in assets, 267 participants
Belmont Abbey College, Inc.'s Belmont Abbey College Retirement Plan reported $27M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #2,676 in Educational Services (4,024 peers)
Coverage in North Carolina
Belmont Abbey College Retirement Plan covers 267 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 267
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $99,337
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Belmont Abbey College Retirement Plan sits by total assets
Belmont Abbey College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,522,870 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Belmont Abbey College Retirement Plan reports 267 participants - about 33% of that state average ($27M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 560547498 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Abbey College, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $27M |
| 2023 | 1 | 278 | $31M |
| 2024 | 1 | 270 | $35M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Similar-Sized Other Plans Nationally
Other plans in other states closest to Belmont Abbey College Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Belmont Abbey College Retirement Plan assets move in 2022? ▼
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Where does Belmont Abbey College Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Belmont Abbey College Retirement Plan
Filing takeaways
Ways to act on Belmont Abbey College Retirement Plan's numbers.
- By total assets, Belmont Abbey College Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Belmont Abbey College, Inc.'s sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Educational Services plans