Other · DOL Form 5500 · 2022
Wake Forest University Retirement Plan
Data updated 2026-08-25
- $687M
- Total assets Above avg plan size
- 2,632
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $260,839
- Avg per participant Above avg balance/head
Official DOL plan name: Wake Forest University Retirement Plan · Sponsored by Wake Forest University · North Carolina · Educational Services
$687M in assets, 2,632 participants
Wake Forest University's Wake Forest University Retirement Plan reported $687M in total assets and 2,632 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,934 in Educational Services (4,024 peers)
Coverage in North Carolina
Wake Forest University Retirement Plan covers 2,632 participants in North Carolina, 3.2x the typical North Carolina plan (state average ~819 per filing). Assets: $687M.
- #3,934
- in Educational Services (4,024 peers)
- -12.8%
- assets change YoY
- 6.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $100M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wake Forest University Retirement Plan's outsized position by total assets
Wake Forest University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$686,528,413 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wake Forest University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wake Forest University Retirement Plan lands in the large band (2,632 participants).
DOL schedule card
Filing strip 560532138 · Wake Forest University PY 2022 · Other
Wake Forest University Retirement Plan · $687M · 2,632 · 98th
- EBSA $687M
- PART 2,632
- TYPE 98th
- NET Other
- BOOK near University of Miami Supplemental Retirement Annuity Program
- VS-ST ind #3934
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 →
Wake Forest University Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $787M |
|---|---|
| Net Assets (End of Year) | $687M |
| Net Income | -$100M |
| Employer EIN | 560532138 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University)
Sponsor-wide plan assets over time
All Wake Forest University plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 29.544824534450843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,632 | $687M |
| 2023 | 1 | 3,092 | $798M |
| 2024 | 1 | 3,215 | $889M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $328M · 5,217
Wake Forest University Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is University of Miami Supplemental Retirement Annuity Program in FL ($689M); by covered participants it is American University Defined Contribution Retirement Plan in DC (2,632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($687M here).
- University of Miami Supplemental Retirement Annuity Program (FL) $689M · 2,383
- El Camino Hospital 403(b) Retirement Plan (CA) $691M · 3,787
- Childrens Hospitals and Clinics Matched Savings Plan (MN) $692M · 5,009
- The Members Retirement Plan (IL) $674M · 4,105
Similar participant headcount
Nearest other-state filings by covered participants (2,632 participants); asset peers above are excluded.
- American University Defined Contribution Retirement Plan (DC) 2,632 · 0 off
- Ici Multiple Employer Plan (IN) 2,630 · 2 off
- Association of University Physicians Tda Plan (WA) 2,640 · 8 off
- Bozeman Health 403(b) Plan (MT) 2,620 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.