Other · DOL Form 5500 · 2022

Wingate University Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
541
Participants Below avg headcount
91st
Percentile by assets National rank
$147,416
Avg per participant Above avg balance/head
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Official DOL plan name: Wingate University Retirement Plan · Sponsored by Wingate University · North Carolina · Educational Services

$80M in assets, 541 participants

Wingate University's Wingate University Retirement Plan reported $80M in total assets and 541 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,387 in Educational Services (4,024 peers)

Where Wingate University Retirement Plan sits by assets

Wingate University Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 541 participants (~$147,416/participant), down 15.0% in 2022.

#3,387
in Educational Services (4,024 peers)
-15.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wingate University Retirement Plan's outsized position by total assets

Wingate University Retirement Plan vs every filed plan by assets

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

$79,751,840 Top 9% higher than 91% 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

Wingate University 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. Wingate University Retirement Plan sits mid-pack in the medium band (541 participants).

EBSA filing schedule strip

Filing strip 566049935 · Wingate University PY 2022 · Other

Wingate University Retirement Plan · $80M · 541 · 91st

  • RANK $80M
  • RANK 541
  • RANK 91st
  • RANK Other
  • RANK near St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan
  • RANK ind #3387

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 →

Wingate University Retirement Plan in the asset neighbourhood

Navigators 403(b) Supplemental Retirement PlanNavigators 403(b) Supplement…$80MNebraska Wesleyan University DC Retirement PlanNebraska Wesleyan University…$80MWingate University Retirement PlanWingate University Retiremen…$80MSt. Mary's Healthcare System for Children, Inc. 403(b) Retirement PlanSt. Mary's Healthcare System…$80MThe Haverford School 403(b) PlanThe Haverford School 403(b) …$80M
End-of-year total assets ($M) among Wingate University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$80M
Net Income-$14M
Employer EIN566049935
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate University)

Sponsor-wide plan assets over time

All Wingate University plans reported in each filing year

Latest sponsor-wide plan assets
$97M 36.94481619121472% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $154M $97M ▼ -36.9%
Year Plans Participants Total Assets
2022 2 1,071 $154M
2023 1 558 $91M
2024 1 458 $97M

Nearby Other Plans in North Carolina

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

Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Wingate University Retirement Plan, Total assets ($B): 0.07975184 · Participants: 541Wingate University 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
Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

Wingate University Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY ($80M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (541 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 Wingate University Retirement Plan assets move in 2022?
Wingate University Retirement Plan pulled back noticeably - down 15.0% during 2022, from $94M to $80M. Reported net income was -$14M.
How have Wingate University plan assets changed over time?
Across 3 plan years on file (2022-2024), Wingate University's sponsor-wide assets declined 36.9%, from $154M to $97M.
Where does Wingate University Retirement Plan rank by assets among Form 5500 filers?
Wingate University Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Wingate University Retirement Plan?
Among Other plans in other states, the closest by assets is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY ($80M, 1,173 participants).
Which Other plans cover a similar participant headcount to Wingate University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lynn University Defined Contribution Retirement Plan in FL (541 participants, $70M in assets).