Money Purchase · DOL Form 5500 · 2022
Wake Forest University Health Sciences Money Purchase Plan
Data updated 2026-08-25
- $479M
- Total assets Above avg plan size
- 2,393
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $200,025
- Avg per participant Above avg balance/head
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.
- #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.
- #3,898
- in Educational Services (4,024 peers)
- +4.5%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
Money Purchase Pension Plan of Wake Forest University Health Sciences's outsized position by total assets
Money Purchase Pension Plan of Wake Forest University Health Sciences vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$478,658,982 Top 2% higher than 98% 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
Money Purchase Pension Plan of Wake Forest University Health Sciences's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Pension Plan of Wake Forest University Health Sciences lands in the large band (2,393 participants).
Form 5500 schedule snapshot
Filing strip 223849199 · Wake Forest University Health Sciences PY 2022 · Money Purchase
Money Purchase Pension Plan of Wake Forest University Health Sciences · $479M · 2,393 · 98th
- PCT $479M
- EIN 2,393
- RANK 98th
- PHOTO Money Purchase
- IND near UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan
- EOY ind #3898
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 →
Money Purchase Pension Plan of Wake Forest University Health Sciences in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wake Forest University Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $522M 9.04280868587148% vs 2022
- 2024 filing year
| 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.
- 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
Money Purchase Pension Plan of Wake Forest University Health Sciences's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in KY ($478M); by covered participants it is Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan in PA (2,364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($479M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,393 participants); asset peers above are excluded.
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) 2,364 · 29 off
- Brookhaven Science Associates, LLC Retirement Plan (NY) 2,436 · 43 off
- Abatement Workers National Defined Contribution Pension Plan (MI) 2,340 · 53 off
- Alaska Electrical Retirement Savings Plan (AK) 2,284 · 109 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.