Other · DOL Form 5500 · 2022

College Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
169
Participants Small participant base
84th
Percentile by assets National rank
$196,861
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: College Foundation, Inc. Defined Contribution Retirement Plan · Sponsored by College Foundation, Inc. · North Carolina · Educational Services

$33M in assets, 169 participants

College Foundation, Inc.'s College Foundation, Inc. Defined Contribution Retirement Plan reported $33M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,837 in Educational Services (4,024 peers)

Coverage in North Carolina

College Foundation, Inc. Defined Contribution Retirement Plan covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.

#2,837
in Educational Services (4,024 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

College Foundation, Inc. Defined Contribution Retirement Plan's outsized position by total assets

College Foundation, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$33,269,538 Top 16% higher than 84% 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

College Foundation, Inc. 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. College Foundation, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 566046937 · College Foundation, Inc. PY 2022 · Other

College Foundation, Inc. Defined Contribution Retirement Plan · $33M · 169 · 84th

  • BOY $33M
  • BOY 169
  • BOY 84th
  • BOY Other
  • BOY near Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan
  • BOY ind #2837

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 →

College Foundation, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Mary Rutan Health Association of Logan County Tax Deferred Annuity PlanMary Rutan Health Associatio…$33MSouthern Environmental Law Center Retirement & Employee Savings PlanSouthern Environmental Law C…$33MCollege Foundation, Inc. Defined Contribution Retirement PlanCollege Foundation, Inc. Def…$33MVinfen 403(b) Employee Retirement Savings PlanVinfen 403(b) Employee Retir…$33MUc Health 403(b) Retirement Savings PlanUc Health 403(b) Retirement …$33M
End-of-year total assets ($M) among College Foundation, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN566046937
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Foundation, Inc.)

Sponsor-wide plan assets over time

All College Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 15.090335790055153% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.3M $38.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 169 $33M
2023 1 143 $37M
2024 1 141 $38M

Nearby Other Plans in North Carolina

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

College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants College Foundation, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.033269538 · Participants: 169College Foundation, Inc. Defined Contribution 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
College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare College Foundation, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

College Foundation, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH ($33M); 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.

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.

Frequently Asked Questions

How did College Foundation, Inc. Defined Contribution Retirement Plan assets move in 2022? ▼
College Foundation, Inc. Defined Contribution Retirement Plan grew at a solid clip - up 8.8% during 2022, from $31M to $33M. Reported net income was $3M.
How have College Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Foundation, Inc.'s sponsor-wide assets grew 15.1%, from $33M to $38M.
Where does College Foundation, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
College Foundation, Inc. Defined Contribution Retirement Plan ranks in the 84th 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 College Foundation, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH ($33M, 672 participants).
Which Other plans cover a similar participant headcount to College Foundation, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Nightingale-Bamford School Defined Contribution Retirement Plan in NY (169 participants, $88M 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 566046937.

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.