Other · DOL Form 5500 · 2022

College Foundation, Inc. Retirement Plan

Data updated 2026-08-11

$33M
Total assets
169
Participants
84th
Percentile by assets
$196,861
Avg per participant
PlainRetire home → About this data

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.

  • 84th percentile by assets (of 139,126 plans)
  • #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.

$33M
total plan assets (2022 EOY)
169
covered participants
84th
percentile by assets (of 139,126 plans)
$196,861
avg assets per participant

Where College Foundation, Inc. Defined Contribution Retirement Plan sits 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 $2,010,000,000 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

State
North Carolina
Industry
Educational Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. College Foundation, Inc. Defined Contribution Retirement Plan reports 169 participants - about 21% of that state average ($33M EOY assets).

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.)

$32M$34M$36M$38M$40M 202220232024 $33.3M $38.3M ▲ +15.1%
Total plan assets by year, all College Foundation, Inc. plans on file
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 ($B) Participants College Foundation, …, Total assets ($B): 0.033269538 · Participants: 169College Foundation, …The Duke University …, Total assets ($B): 7.562740816 · Participants: 43924The Duke University …Wake Forest Baptist …, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc…
College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare College Foundation, Inc. Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to College Foundation, Inc. Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for College Foundation, Inc. Defined Contrib…

Filing takeaways

Ways to act on College Foundation, Inc. Defined Contribution Retirement Plan's numbers.

  • By total assets, College Foundation, Inc. Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
  • College Foundation, Inc.'s sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Educational Services plans

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.