Other · DOL Form 5500 · 2022

Queens University of Charlotte Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
730
Participants Near avg headcount
77th
Percentile by assets National rank
$26,167
Avg per participant Low balance/head
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Official DOL plan name: Queens University of Charlotte Tda Plan · Sponsored by Queens University of Charlotte · North Carolina · Educational Services

$19M in assets, 730 participants

Queens University of Charlotte's Queens University of Charlotte Tda Plan reported $19M in total assets and 730 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,410 in Educational Services (4,024 peers)

Where Queens University of Charlotte Tda Plan sits by assets

Queens University of Charlotte Tda Plan sits in the top quartile of all filed plans by assets, $19M for 730 participants (~$26,167/participant), down 12.3% in 2022.

#2,410
in Educational Services (4,024 peers)
-12.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Queens University of Charlotte Tda Plan's outsized position by total assets

Queens University of Charlotte Tda Plan vs every filed plan by assets

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

$19,101,645 Top 23% higher than 77% 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

Queens University of Charlotte Tda 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. Queens University of Charlotte Tda Plan sits mid-pack in the medium band (730 participants).

Form 5500 schedule snapshot

Filing strip 560530003 · Queens University of Charlotte PY 2022 · Other

Queens University of Charlotte Tda Plan · $19M · 730 · 77th

  • RANK $19M
  • PHOTO 730
  • IND 77th
  • EOY Other
  • 5500 near The Philadelphia Orchestra Association Retirement Savings Plan
  • ASSETS ind #2410

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 →

Queens University of Charlotte Tda Plan in the asset neighbourhood

Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement PlanAlliance Community Hospital/…$19MQueens University of Charlotte Tda PlanQueens University of Charlot…$19MThe Philadelphia Orchestra Association Retirement Savings PlanThe Philadelphia Orchestra A…$19MFoundation for the National Institutes of Health 403(b) DC PlanFoundation for the National …$19MAmerican Geophysical Union TdaAmerican Geophysical Union T…$19M
End-of-year total assets ($M) among Queens University of Charlotte Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN560530003
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Queens University of Charlotte)

Sponsor-wide plan assets over time

All Queens University of Charlotte plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.33668912077775% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $66.8M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 1,541 $59M
2023 2 446 $66M
2024 1 334 $67M

Nearby Other Plans in North Carolina

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

Queens University of Charlotte Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Queens University of Charlotte Tda Plan, Total assets ($B): 0.019101645 · Participants: 730Queens University of Charlotte Tda 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
Queens University of Charlotte Tda Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Queens University of Charlotte Tda Plan side-by-side with 3 peers →

Queens University of Charlotte Tda Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Philadelphia Orchestra Association Retirement Savings Plan in PA ($19M); by covered participants it is Manhattan School of Music Retirement Savings Plan in NY (730 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (730 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 Queens University of Charlotte Tda Plan assets move in 2022? ▼
Queens University of Charlotte Tda Plan pulled back noticeably - down 12.3% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Queens University of Charlotte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Queens University of Charlotte's sponsor-wide assets grew 13.3%, from $59M to $67M.
Where does Queens University of Charlotte Tda Plan rank by assets among Form 5500 filers? ▼
Queens University of Charlotte Tda Plan ranks in the 77th 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 Queens University of Charlotte Tda Plan? ▼
Among Other plans in other states, the closest by assets is The Philadelphia Orchestra Association Retirement Savings Plan in PA ($19M, 151 participants).
Which Other plans cover a similar participant headcount to Queens University of Charlotte Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Manhattan School of Music Retirement Savings Plan in NY (730 participants, $52M 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 560530003.

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.