Money Purchase · DOL Form 5500 · 2022
Wake Forest University Health Sciences Money Purchase Plan
Data updated 2026-08-11
- $479M
- Total assets
- 2,393
- Participants
- 98th
- Percentile by assets
- $200,025
- Avg per participant
Official DOL plan name: Money Purchase Pension Plan of Wake Forest University Health Sciences · Sponsored by Wake Forest University Health Sciences · North Carolina · Educational Services
$479M in assets, 2,393 participants
Wake Forest University Health Sciences's Money Purchase Pension Plan of Wake Forest University Health Sciences reported $479M in total assets and 2,393 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #3,898 in Educational Services (4,024 peers)
Coverage in North Carolina
Money Purchase Pension Plan of Wake Forest University Health Sciences covers 2,393 participants in North Carolina, 2.9x the typical North Carolina plan (state average ~819 per filing). Assets: $479M.
- $479M
- total plan assets (2022 EOY)
- 2,393
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $200,025
- avg assets per participant
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Money Purchase Pension Plan of Wake Forest University Health Sciences reports 2,393 participants - 2.9x that state average ($479M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $458M |
|---|---|
| Net Assets (End of Year) | $479M |
| Net Income | $20M |
| Employer EIN | 223849199 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University Health Sciences)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,393 | $479M |
| 2023 | 1 | 2,131 | $504M |
| 2024 | 1 | 1,997 | $522M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Money Purchase Pension Plan of Wake Forest University Health Sciences vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- Fhi 360 Employees' Pension Plan $197M · 1,306
- New England Life Insurance Company Agents' Retirement Plan and Trust $95M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $46M · 745
- Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan $17M · 1,145
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan $11M · 267
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Money Purchase Pension Plan of Wake Forest University Health Sciences by total assets, not by location.
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $478M · 1,722
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
- IBEW Local 595 Money Purchase Pension Plan (CA) $472M · 1,714
- Hawaii Carpenters Financial Security Fund (HI) $492M · 4,036
Frequently Asked Questions
How did Money Purchase Pension Plan of Wake Forest University Health Sciences assets move in 2022? ▼
How have Wake Forest University Health Sciences plan assets changed over time? ▼
Where does Money Purchase Pension Plan of Wake Forest University Health Sciences rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Money Purchase Pension Plan of Wake Forest University Health Sciences? ▼
Next read for Money Purchase Pension Plan of Wake Fore…
Filing takeaways
Ways to act on Money Purchase Pension Plan of Wake Forest University Health Sciences's numbers.
- By total assets, Money Purchase Pension Plan of Wake Forest University Health Sciences ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
- Wake Forest University Health Sciences's sponsor-wide assets have grown 9.0% since 2022 across 3 plan years on file. More Educational Services plans