Other · DOL Form 5500 · 2022
Barton College Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $127,616
- Avg per participant Near avg balance/head
Official DOL plan name: Barton College Retirement Plan · Sponsored by Barton College · North Carolina · Educational Services
$24M in assets, 191 participants
Barton College's Barton College Retirement Plan reported $24M in total assets and 191 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.
- #2,604 in Educational Services (4,024 peers)
Coverage in North Carolina
Barton College Retirement Plan covers 191 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.
- #2,604
- in Educational Services (4,024 peers)
- -14.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barton College Retirement Plan's outsized position by total assets
Barton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,374,570 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
Barton 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. Barton College Retirement Plan sits mid-pack in the medium band (191 participants).
DOL schedule card
Filing strip 560529933 · Barton College PY 2022 · Other
Barton College Retirement Plan · $24M · 191 · 80th
- SCH $24M
- SCH 191
- SCH 80th
- SCH Other
- SCH near Center for Applied Linguistics Dcra
- SCH ind #2604
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 →
Barton College Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 560529933 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barton College)
Sponsor-wide plan assets over time
All Barton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.17227873148121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $24M |
| 2023 | 1 | 185 | $27M |
| 2024 | 1 | 185 | $28M |
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
Barton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Center for Applied Linguistics Dcra in DC ($24M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Dana Hall School Retirement Plan for Employees (MA) 191 · 0 off
- Pilgrim Place in Claremont 403(b) Plan (CA) 191 · 0 off
- Greater Minnesota Family Services 403(b) Plan (MN) 191 · 0 off
- Gill St. Bernard's DC Retirement Plan (NJ) 191 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.