Other · DOL Form 5500 · 2022
Montreat College Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $53,298
- Avg per participant Low balance/head
Official DOL plan name: Montreat College Retirement Plan · Sponsored by Montreat College · North Carolina · Educational Services
$8M in assets, 143 participants
Montreat College's Montreat College Retirement Plan reported $8M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #1,711 in Educational Services (4,024 peers)
Coverage in North Carolina
Montreat College Retirement Plan covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #1,711
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montreat College Retirement Plan's mid-pack asset rank among Educational Services and all filers
Montreat College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,621,600 Top 41% higher than 59% 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
Montreat 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. Montreat College Retirement Plan sits mid-pack in the medium band (143 participants).
EBSA filing schedule strip
Filing strip 560543261 · Montreat College PY 2022 · Other
Montreat College Retirement Plan · $8M · 143 · 59th
- ASSETS $8M
- PCT 143
- EIN 59th
- RANK Other
- PHOTO near Easterseals Arkansas 403(b) Plan
- IND ind #1711
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 →
Montreat College Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 560543261 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montreat College)
Sponsor-wide plan assets over time
All Montreat College plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 26.706885693292747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $8M |
| 2023 | 1 | 173 | $9M |
| 2024 | 1 | 198 | $10M |
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
Montreat College Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Easterseals Arkansas 403(b) Plan in AR ($8M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Easterseals Arkansas 403(b) Plan (AR) $8M · 615
- 403b Thrift Plan for United Way for Southeastern Mi (MI) $8M · 172
- Wheaton Academy 403(b) DC Plan (IL) $8M · 80
- Mcr Health, Inc. 403(b) Plan (FL) $8M · 881
Similar participant headcount
Nearest other-state filings by covered participants (143 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.