Other · DOL Form 5500 · 2022

Methodist University Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
333
Participants Below avg headcount
88th
Percentile by assets National rank
$159,438
Avg per participant Above avg balance/head
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Official DOL plan name: Methodist University Retirement Plan · Sponsored by Methodist University · North Carolina · Educational Services

$53M in assets, 333 participants

Methodist University's Methodist University Retirement Plan reported $53M in total assets and 333 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,165 in Educational Services (4,024 peers)

Coverage in North Carolina

Methodist University Retirement Plan covers 333 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $53M.

#3,165
in Educational Services (4,024 peers)
-14.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Methodist University Retirement Plan's outsized position by total assets

Methodist University Retirement Plan vs every filed plan by assets

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

$53,092,948 Top 12% higher than 88% 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

Methodist 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. Methodist University Retirement Plan sits mid-pack in the medium band (333 participants).

Form 5500 schedule snapshot

Filing strip 560657294 · Methodist University PY 2022 · Other

Methodist University Retirement Plan · $53M · 333 · 88th

  • EOY $53M
  • EOY 333
  • EOY 88th
  • EOY Other
  • EOY near St. Xavier High School Defined Contribution Retirement Plan
  • EOY ind #3165

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 →

Methodist University Retirement Plan in the asset neighbourhood

St. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$53MMethodist University Retirement PlanMethodist University Retirem…$53MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$53MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$53MUniversity Emergency Medical Services, Inc. Defined Contribution PlanUniversity Emergency Medical…$53M
End-of-year total assets ($M) among Methodist University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN560657294
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Methodist University)

Sponsor-wide plan assets over time

All Methodist University plans reported in each filing year

Latest sponsor-wide plan assets
$63M 19.323554985117795% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $63.4M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 333 $53M
2023 1 385 $58M
2024 1 372 $63M

Nearby Other Plans in North Carolina

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

Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Methodist University Retirement Plan, Total assets ($B): 0.053092948 · Participants: 333Methodist 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
Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Methodist University Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($53M); by covered participants it is 403(b) Thrift Plan for Cpc Behavioral Healthcare, Inc. in NJ (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Methodist University Retirement Plan assets move in 2022? ▼
Methodist University Retirement Plan pulled back noticeably - down 14.3% during 2022, from $62M to $53M. Reported net income was -$9M.
How have Methodist University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Methodist University's sponsor-wide assets grew 19.3%, from $53M to $63M.
Where does Methodist University Retirement Plan rank by assets among Form 5500 filers? ▼
Methodist University Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($53M, 218 participants).
Which Other plans cover a similar participant headcount to Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Cpc Behavioral Healthcare, Inc. in NJ (333 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560657294.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.