Other · DOL Form 5500 · 2022
The Asheville School Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $262,079
- Avg per participant Above avg balance/head
Official DOL plan name: The Asheville School Retirement Plan · Sponsored by The Asheville School · North Carolina · Educational Services
$25M in assets, 95 participants
The Asheville School's The Asheville School Retirement Plan reported $25M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #2,619 in Educational Services (4,024 peers)
Where The Asheville School Retirement Plan sits by assets
The Asheville School Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 95 participants (~$262,079/participant), down 10.1% in 2022.
- #2,619
- in Educational Services (4,024 peers)
- -10.1%
- 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.
The Asheville School Retirement Plan's outsized position by total assets
The Asheville School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,897,514 Top 20% higher than 80% 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
The Asheville School Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Asheville School Retirement Plan is a small filing (95 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 560530248 · The Asheville School PY 2022 · Other
The Asheville School Retirement Plan · $25M · 95 · 80th
- PHOTO $25M
- PHOTO 95
- PHOTO 80th
- PHOTO Other
- PHOTO near Ashrae Savings and Investment Plan
- PHOTO ind #2619
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 →
The Asheville School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$3M |
| Employer EIN | 560530248 |
| Plan Effective Date | 1958-04-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Asheville School)
Sponsor-wide plan assets over time
All The Asheville School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 24.0745802974546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $25M |
| 2023 | 1 | 103 | $29M |
| 2024 | 1 | 120 | $31M |
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
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
The Asheville School Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Ashrae Savings and Investment Plan in GA ($25M); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Ashrae Savings and Investment Plan (GA) $25M · 103
- Aga Institute Retirement Plan (MD) $25M · 87
- Cement Masons Annuity Trust Fund for Nothernern Nevada (NV) $25M · 185
- Lycee Francais De San Francisco 403(b) DC Plan (CA) $25M · 132
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
- Maine Coast Memorial Hospital Retirement Plan (ME) 95 · 0 off
- United Way of Greater Cincinnati 403(b) Plan (OH) 95 · 0 off
- 403(b) Plan for Employees of Jri (MA) 95 · 0 off
- Renbrook School 403(b) Retirement Plan (CT) 95 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.