Other · DOL Form 5500 · 2022

Queens University of Charlotte Retirement Plan

Data updated 2026-08-11

$19M
Total assets
730
Participants
77th
Percentile by assets
$26,167
Avg per participant
PlainRetire home → About this data

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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$19M
total plan assets (2022 EOY)
730
covered participants
77th
percentile by assets (of 139,126 plans)
$26,167
avg assets per participant

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.

Where Queens University of Charlotte Tda Plan sits 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 $2,010,000,000 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
North Carolina
Industry
Educational Services

Queens University of Charlotte Tda Plan vs the 2022 asset distribution

By assets, Queens University of Charlotte Tda Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$55M$60M$65M$70M 202220232024 $58.9M $66.8M ▲ +13.3%
Total plan assets by year, all Queens University of Charlotte plans on file
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 ($B) Participants Queens University of…, Total assets ($B): 0.019101645 · Participants: 730Queens University of…The Duke University …, Total assets ($B): 7.562740816 · Participants: 43924The Duke University …Wake Forest Baptist …, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Queens University of Charlotte Tda Plan by total assets, not by location.

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).

Next read for Queens University of Charlotte Tda Plan

Scale reading

Ways to act on Queens University of Charlotte Tda 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 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.