Other · DOL Form 5500 · 2022

Catawba College Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
340
Participants Below avg headcount
86th
Percentile by assets National rank
$117,799
Avg per participant Below avg balance/head
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Official DOL plan name: Catawba College Retirement Plan · Sponsored by Catawba College · North Carolina · Educational Services

$40M in assets, 340 participants

Catawba College's Catawba College Retirement Plan reported $40M in total assets and 340 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,989 in Educational Services (4,024 peers)

Coverage in North Carolina

Catawba College Retirement Plan covers 340 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $40M.

#2,989
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catawba College Retirement Plan's outsized position by total assets

Catawba College Retirement Plan vs every filed plan by assets

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

$40,051,634 Top 14% higher than 86% 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

Catawba College 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. Catawba College Retirement Plan sits mid-pack in the medium band (340 participants).

Form 5500 schedule snapshot

Filing strip 560530251 · Catawba College PY 2022 · Other

Catawba College Retirement Plan · $40M · 340 · 86th

  • PHOTO $40M
  • PHOTO 340
  • PHOTO 86th
  • PHOTO Other
  • PHOTO near Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan
  • PHOTO ind #2989

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 →

Catawba College Retirement Plan in the asset neighbourhood

Kent Denver Country Day School 403(b) Retirement PlanKent Denver Country Day Scho…$40MCatawba College Retirement PlanCatawba College Retirement P…$40MRobert W. Woodruff Arts Center, Inc. Defined Contribution Retirement PlanRobert W. Woodruff Arts Cent…$40MUnited Way Worldwide Tax Deferred Savings PlanUnited Way Worldwide Tax Def…$40M403(b) Thrift Plan of the League School403(b) Thrift Plan of the Le…$40M
End-of-year total assets ($M) among Catawba College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$40M
Net Income-$7M
Employer EIN560530251
Plan Effective Date1944-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catawba College)

Sponsor-wide plan assets over time

All Catawba College plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.03438116906791% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.1M $46.9M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 340 $40M
2023 1 364 $43M
2024 1 396 $47M

Nearby Other Plans in North Carolina

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

Catawba College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Catawba College Retirement Plan, Total assets ($B): 0.040051634 · Participants: 340Catawba College Retirement 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
Catawba College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Catawba College Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA ($40M); by covered participants it is The Bishop's School 403(b) Plan in CA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Catawba College Retirement Plan assets move in 2022? ▼
Catawba College Retirement Plan pulled back noticeably - down 14.4% during 2022, from $47M to $40M. Reported net income was -$7M.
How have Catawba College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catawba College's sponsor-wide assets grew 17.0%, from $40M to $47M.
Where does Catawba College Retirement Plan rank by assets among Form 5500 filers? ▼
Catawba College Retirement Plan ranks in the 86th 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 Catawba College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA ($40M, 263 participants).
Which Other plans cover a similar participant headcount to Catawba College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Bishop's School 403(b) Plan in CA (340 participants, $60M 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 560530251.

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.