Other · DOL Form 5500 · 2023
Queens University of Charlotte Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 187
- Participants Below avg headcount
Official DOL plan name: Queens University of Charlotte Tda Plan · Sponsored by Queens University of Charlotte · North Carolina · Educational Services
N/A in assets, 187 participants
Queens University of Charlotte's Queens University of Charlotte Tda Plan reported N/A in total assets and 187 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in North Carolina
Queens University of Charlotte Tda Plan covers 187 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: N/A.
- $2M
- reported net income
Queens University of Charlotte Tda Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Queens University of Charlotte Tda Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Queens University of Charlotte Tda Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Queens University of Charlotte Tda Plan reported participants fell from 730 in the plan year 2022 filing to 187 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560530003 · Queens University of Charlotte PY 2023 · Other
Queens University of Charlotte Tda Plan · N/A · 187
- PART N/A
- TYPE 187
- NET PY 2023
- BOOK Other
- VS-ST near Lincoln Primary Care Center, Inc. 403(b) DC Plan
- BOY $2M
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 →
North Carolina filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2M |
| Employer EIN | 560530003 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Queens University of Charlotte)
Sponsor-wide plan assets over time
All Queens University of Charlotte plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 13.33668912077775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,541 | $59M |
| 2023 | 2 | 446 | $66M |
| 2024 | 1 | 334 | $67M |
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 $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Queens University of Charlotte Tda Plan's closest out-of-state Other peers by headcount
Outside North Carolina, the nearest Other by covered participants is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (187 participants; this filing: 187 participants).
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.