Other · DOL Form 5500 · 2022

Southern Wesleyan University Retirement Plan

Data updated 2026-08-11

$22M
Total assets
155
Participants
79th
Percentile by assets
$142,155
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Southern Wesleyan University DC Plan · Sponsored by Southern Wesleyan University · South Carolina · Educational Services

$22M in assets, 155 participants

Southern Wesleyan University's Southern Wesleyan University DC Plan reported $22M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #2,547 in Educational Services (4,024 peers)

Coverage in South Carolina

Southern Wesleyan University DC Plan covers 155 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
155
covered participants
79th
percentile by assets (of 139,126 plans)
$142,155
avg assets per participant

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.

Where Southern Wesleyan University DC Plan sits by total assets

Southern Wesleyan University DC Plan vs every filed plan by assets

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

$22,034,015 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
South Carolina
Industry
Educational Services

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Southern Wesleyan University DC Plan reports 155 participants - about 42% of that state average ($22M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN570324936
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Wesleyan University)

$21M$22M$23M$24M$25M 202220232024 $22M $23.8M ▲ +8.1%
Total plan assets by year, all Southern Wesleyan University plans on file
Year Plans Participants Total Assets
2022 1 155 $22M
2023 1 151 $24M
2024 1 154 $24M

Nearby Other Plans in South Carolina

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

Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -2000200400600800 Total assets ($M) Participants Southern Wesleyan Un…, Total assets ($M): 22.034015 · Participants: 155Southern Wesleyan Un…Prisma Health 401(a)…, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a)…Roper St. Francis He…, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis He…Furman University De…, Total assets ($M): 291.360453 · Participants: 1000Furman University De…Anmed Health Retirem…, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirem…Tidelands Health 403…, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403…
Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Southern Wesleyan University DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southern Wesleyan University DC Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Wesleyan University DC Plan assets move in 2022? ▼
Southern Wesleyan University DC Plan pulled back noticeably - down 14.2% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Southern Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Wesleyan University's sponsor-wide assets grew 8.1%, from $22M to $24M.
Where does Southern Wesleyan University DC Plan rank by assets among Form 5500 filers? ▼
Southern Wesleyan University DC Plan ranks in the 79th 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 Southern Wesleyan University DC Plan? ▼
Among Other plans in other states, the closest by assets is Northern California Institute for Research and Education 403(b) Plan in CA ($22M, 220 participants).

Next read for Southern Wesleyan University DC Plan

Filing takeaways

Ways to act on Southern Wesleyan University DC Plan's numbers.

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 570324936.

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.