Other · DOL Form 5500 · 2023
North Carolina Wesleyan University Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $185,433
- Avg per participant Above avg balance/head
Official DOL plan name: North Carolina Wesleyan University Retirement Plan · Sponsored by North Carolina Wesleyan University · North Carolina · Educational Services
$27M in assets, 143 participants
North Carolina Wesleyan University's North Carolina Wesleyan University Retirement Plan reported $27M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,307 in Educational Services (3,735 peers)
Coverage in North Carolina
North Carolina Wesleyan University Retirement Plan covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.
- #2,307
- in Educational Services (3,735 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
North Carolina Wesleyan University Retirement Plan's outsized position by total assets
North Carolina Wesleyan University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,516,952 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
North Carolina Wesleyan University Retirement 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. North Carolina Wesleyan University Retirement Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Carolina Wesleyan University Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- North Carolina Wesleyan University Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- North Carolina Wesleyan University Retirement Plan reported participants fell from 147 in the plan year 2022 filing to 143 in the plan year 2023 filing.
DOL schedule card
Filing strip 560686603 · North Carolina Wesleyan University PY 2023 · Other
North Carolina Wesleyan University Retirement Plan · $27M · 143 · 77th
- RANK $27M
- PHOTO 143
- IND 77th
- EOY Other
- 5500 near Cornish College of the Arts 403(b) Plan
- ASSETS ind #2307
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 Wesleyan University Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 560686603 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Carolina Wesleyan University)
Sponsor-wide plan assets over time
All North Carolina Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.482248027914565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $23M |
| 2023 | 1 | 143 | $27M |
| 2024 | 1 | 148 | $29M |
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
North Carolina Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Cornish College of the Arts 403(b) Plan in WA ($27M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- The Fay School Defined Contribution Retirement Plan (MA) 143 · 0 off
- Homesafe 403(b) Retirement Plan (FL) 143 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 143 · 0 off
- Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.