Other · DOL Form 5500 · 2022

Belmont Abbey College, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
267
Participants Below avg headcount
81st
Percentile by assets National rank
$99,337
Avg per participant Below avg balance/head
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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.

  • #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.

#2,676
in Educational Services (4,024 peers)
-15.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Belmont Abbey College Retirement Plan's outsized position 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

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

Belmont Abbey College 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. Belmont Abbey College Retirement Plan sits mid-pack in the medium band (267 participants).

Form 5500 schedule snapshot

Filing strip 560547498 · Belmont Abbey College, Inc. PY 2022 · Other

Belmont Abbey College Retirement Plan · $27M · 267 · 81st

  • VS-ST $27M
  • BOY 267
  • SCH 81st
  • EBSA Other
  • PART near Berry Companies, Inc. Stock Bonus Plan
  • TYPE ind #2676

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 →

Belmont Abbey College Retirement Plan in the asset neighbourhood

Memorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$27MThe American College Tax Deferred Annuity PlanThe American College Tax Def…$27MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MSaint Therese and Affiliates Employee Benefit 403(b) Retirement PlanSaint Therese and Affiliates…$27M
End-of-year total assets ($M) among Belmont Abbey College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN560547498
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Abbey College, Inc.)

Sponsor-wide plan assets over time

All Belmont Abbey College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.38343625708681% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $34.9M ▲ +31.4%
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.

Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Belmont Abbey College Retirement Plan, Total assets ($B): 0.02652287 · Participants: 267Belmont Abbey College 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
Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Belmont Abbey College Retirement Plan side-by-side with 3 peers →

Belmont Abbey College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M); by covered participants it is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Belmont Abbey College Retirement Plan assets move in 2022? ▼
Belmont Abbey College Retirement Plan declined sharply - down 15.0% during 2022, from $31M to $27M. Reported net income was -$5M.
How have Belmont Abbey College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Abbey College, Inc.'s sponsor-wide assets grew 31.4%, from $27M to $35M.
Where does Belmont Abbey College Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Abbey College Retirement Plan ranks in the 81st 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 Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M, 820 participants).
Which Other plans cover a similar participant headcount to Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (267 participants, $20M 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 560547498.

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.