Other · DOL Form 5500 · 2022
Johnson C Smith University Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 340
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $102,881
- Avg per participant Below avg balance/head
Official DOL plan name: Johnson C. Smith University Defined Contribution Retirement Plan · Sponsored by Johnson C Smith University · North Carolina · Educational Services
$35M in assets, 340 participants
Johnson C Smith University's Johnson C. Smith University Defined Contribution Retirement Plan reported $35M in total assets and 340 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,874 in Educational Services (4,024 peers)
Coverage in North Carolina
Johnson C. Smith University Defined Contribution Retirement Plan covers 340 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.
- #2,874
- in Educational Services (4,024 peers)
- -15.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Johnson C. Smith University Defined Contribution Retirement Plan's outsized position by total assets
Johnson C. Smith University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,979,545 Top 15% higher than 85% 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
Johnson C. Smith University Defined Contribution 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. Johnson C. Smith University Defined Contribution Retirement Plan sits mid-pack in the medium band (340 participants).
DOL schedule card
Filing strip 250983069 · Johnson C Smith University PY 2022 · Other
Johnson C. Smith University Defined Contribution Retirement Plan · $35M · 340 · 85th
- PART $35M
- TYPE 340
- NET 85th
- BOOK Other
- VS-ST near Ottawa University DC Plan
- BOY ind #2874
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 →
Johnson C. Smith University Defined Contribution Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$7M |
| Employer EIN | 250983069 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson C Smith University)
Sponsor-wide plan assets over time
All Johnson C Smith University plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 13.884208613919935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $35M |
| 2023 | 1 | 347 | $38M |
| 2024 | 1 | 409 | $40M |
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
Johnson C. Smith University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Ottawa University DC Plan in KS ($35M); by covered participants it is The Bishop's School 403(b) Plan in CA (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Ottawa University DC Plan (KS) $35M · 349
- The Children's Home Society of Florida 403(b) Plan (FL) $35M · 1,293
- Metairie Park Country Day School Defined Contribution Plan (LA) $35M · 188
- Greenpath, Inc. 403(b) Retirement Plan (MI) $35M · 445
Similar participant headcount
Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.
- The Bishop's School 403(b) Plan (CA) 340 · 0 off
- Home Health United, Inc. 403(b) Plan (MO) 340 · 0 off
- Mid Florida Community Services, Inc. 403(b) (FL) 340 · 0 off
- Museum of Science Savings Plan (MA) 340 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.