Other · DOL Form 5500 · 2022

Newberry College Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
227
Participants Below avg headcount
76th
Percentile by assets National rank
$81,986
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newberry College DC Retirement Plan · Sponsored by Newberry College · South Carolina · Educational Services

$19M in assets, 227 participants

Newberry College's Newberry College DC Retirement Plan reported $19M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,390 in Educational Services (4,024 peers)

Where Newberry College DC Retirement Plan sits by assets

Newberry College DC Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 227 participants (~$81,986/participant), down 13.5% in 2022.

#2,390
in Educational Services (4,024 peers)
-13.5%
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.

Newberry College DC Retirement Plan's outsized position by total assets

Newberry College DC Retirement Plan vs every filed plan by assets

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

$18,610,804 Top 24% higher than 76% 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

Newberry College DC 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. Newberry College DC Retirement Plan sits mid-pack in the medium band (227 participants).

Plan-year Form 5500 strip

Filing strip 570314404 · Newberry College PY 2022 · Other

Newberry College DC Retirement Plan · $19M · 227 · 76th

  • EIN $19M
  • EIN 227
  • EIN 76th
  • EIN Other
  • EIN near Radio Free Asia Tax Deferred Annuity Plan
  • EIN ind #2390

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 →

Newberry College DC Retirement Plan in the asset neighbourhood

Elim Christian Services Defined Contribution PlanElim Christian Services Defi…$19MNewberry College DC Retirement PlanNewberry College DC Retireme…$19MRadio Free Asia Tax Deferred Annuity PlanRadio Free Asia Tax Deferred…$19MInternational Longshoremen's Association, AFL-CIOInternational Longshoremen's…$19MAurora Mental Health Retirement Savings PlanAurora Mental Health Retirem…$19M
End-of-year total assets ($M) among Newberry College DC Retirement 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 EIN570314404
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newberry College)

Sponsor-wide plan assets over time

All Newberry College plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.474268817188122% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22.2M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 227 $19M
2023 1 215 $21M
2024 1 222 $22M

Nearby Other Plans in South Carolina

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

Newberry College DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -2000200400600800 Total assets ($M) Participants Newberry College DC Retirement Plan, Total assets ($M): 18.610804 · Participants: 227Newberry College DC Retirement 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
Newberry College DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

Newberry College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Radio Free Asia Tax Deferred Annuity Plan in DC ($19M); by covered participants it is Moore College of Art & Design 403 (B) DC Plan in PA (227 participants). Same-state nearby plans are listed separately above.

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 Newberry College DC Retirement Plan assets move in 2022? ▼
Newberry College DC Retirement Plan pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Newberry College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newberry College's sponsor-wide assets grew 19.5%, from $19M to $22M.
Where does Newberry College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Newberry College DC Retirement Plan ranks in the 76th 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 Newberry College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Radio Free Asia Tax Deferred Annuity Plan in DC ($19M, 117 participants).
Which Other plans cover a similar participant headcount to Newberry College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Moore College of Art & Design 403 (B) DC Plan in PA (227 participants, N/A in assets).