Other · DOL Form 5500 · 2022
Converse University Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 169
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $244,401
- Avg per participant Above avg balance/head
Official DOL plan name: Converse University Defined Contribution Retirement Plan · Sponsored by Converse University · South Carolina · Educational Services
$41M in assets, 169 participants
Converse University's Converse University Defined Contribution Retirement Plan reported $41M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #3,009 in Educational Services (4,024 peers)
Coverage in South Carolina
Converse University Defined Contribution Retirement Plan covers 169 participants in South Carolina, about 46% of the average South Carolina filer (state average ~369 per filing). Assets: $41M.
- #3,009
- in Educational Services (4,024 peers)
- -12.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Converse University Defined Contribution Retirement Plan's outsized position by total assets
Converse University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,303,832 Top 14% higher than 86% 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
Converse 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. Converse University Defined Contribution Retirement Plan sits mid-pack in the medium band (169 participants).
EBSA filing schedule strip
Filing strip 570314380 · Converse University PY 2022 · Other
Converse University Defined Contribution Retirement Plan · $41M · 169 · 86th
- 5500 $41M
- ASSETS 169
- PCT 86th
- EIN Other
- RANK near North Shore Country Day School Defined Contribution Retirement Plan
- PHOTO ind #3009
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 South Carolina →
Converse University Defined Contribution Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$6M |
| Employer EIN | 570314380 |
| Plan Effective Date | 1921-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Converse University)
Sponsor-wide plan assets over time
All Converse University plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 9.942331742972419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $41M |
| 2023 | 1 | 171 | $43M |
| 2024 | 1 | 155 | $45M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $722M · 21,288
- Roper St. Francis Healthcare 403(b) Plan $476M · 5,671
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $291M · 1,000
- Anmed Health Retirement Savings Plan $187M · 3,539
- Tidelands Health 403(b) Retirement Savings Plan $146M · 2,092
Converse University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is North Shore Country Day School Defined Contribution Retirement Plan in IL ($41M); by covered participants it is The Nightingale-Bamford School Defined Contribution Retirement Plan in NY (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 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.