Other · DOL Form 5500 · 2022

Southern Wesleyan University Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
155
Participants Small participant base
79th
Percentile by assets National rank
$142,155
Avg per participant Near avg balance/head
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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.

  • #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.

#2,547
in Educational Services (4,024 peers)
-14.2%
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.

Southern Wesleyan University DC Plan's outsized position 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 $2,050,000,000 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

Southern Wesleyan University DC 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. Southern Wesleyan University DC Plan sits mid-pack in the medium band (155 participants).

Published 5500 schedule card

Filing strip 570324936 · Southern Wesleyan University PY 2022 · Other

Southern Wesleyan University DC Plan · $22M · 155 · 79th

  • EOY $22M
  • 5500 155
  • ASSETS 79th
  • PCT Other
  • EIN near Northern California Institute for Research and Education 403(b) Plan
  • RANK ind #2547

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 South Carolina →

Southern Wesleyan University DC Plan in the asset neighbourhood

Francis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$22MGuernsey Health Systems 403(b) Savings PlanGuernsey Health Systems 403(…$22MSouthern Wesleyan University DC PlanSouthern Wesleyan University…$22MNorthern California Institute for Research and Education 403(b) PlanNorthern California Institut…$22MGreensboro College Retirement PlanGreensboro College Retiremen…$22M
End-of-year total assets ($M) among Southern Wesleyan University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Southern Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.09277837016994% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22M $23.8M ▲ +8.1%
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 ($M) Participants Southern Wesleyan University DC Plan, Total assets ($M): 22.034015 · Participants: 155Southern Wesleyan University DC PlanPrisma Health 401(a) Plan, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 291.360453 · Participants: 1000Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403(b) Retirement Savings Plan
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 →

Southern Wesleyan University DC Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Northern California Institute for Research and Education 403(b) Plan in CA ($22M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 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).
Which Other plans cover a similar participant headcount to Southern Wesleyan University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants, $6M 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 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.