Other · DOL Form 5500 · 2023

Belmont Abbey College, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
278
Participants Below avg headcount
80th
Percentile by assets National rank
$111,091
Avg per participant Below avg balance/head
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Official DOL plan name: Belmont Abbey College Retirement Plan · Sponsored by Belmont Abbey College, Inc. · North Carolina · Educational Services

$31M in assets, 278 participants

Belmont Abbey College, Inc.'s Belmont Abbey College Retirement Plan reported $31M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,423 in Educational Services (3,735 peers)

Coverage in North Carolina

Belmont Abbey College Retirement Plan covers 278 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#2,423
in Educational Services (3,735 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Belmont Abbey College Retirement Plan's outsized position by total assets

Belmont Abbey College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,883,337 Top 20% higher than 80% of 127,068 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 2023

Belmont Abbey College 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. Belmont Abbey College Retirement Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmont Abbey College Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Belmont Abbey College Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Belmont Abbey College Retirement Plan reported participants rose from 267 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560547498 · Belmont Abbey College, Inc. PY 2023 · Other

Belmont Abbey College Retirement Plan · $31M · 278 · 80th

  • SCH $31M
  • EBSA 278
  • PART 80th
  • TYPE Other
  • NET near Blumont, Inc. 403(b) DC Plan
  • BOOK ind #2423

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 →

Belmont Abbey College Retirement Plan in the asset neighbourhood

Wilson College Defined Contribution Retirement PlanWilson College Defined Contr…$31MFirst Choice Community Healthcare 403(b) PlanFirst Choice Community Healt…$31MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$31MBlumont, Inc. 403(b) DC Plan$31MBancroft School DC Retirement PlanBancroft School DC Retiremen…$31M
End-of-year total assets ($M) among Belmont Abbey College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN560547498
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Abbey College, Inc.)

Sponsor-wide plan assets over time

All Belmont Abbey College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.38343625708681% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $34.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 267 $27M
2023 1 278 $31M
2024 1 270 $35M

Nearby Other Plans in North Carolina

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

Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Belmont Abbey College Retirement Plan, Total assets ($B): 0.030883337 · Participants: 278Belmont Abbey College Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Belmont Abbey College Retirement Plan side-by-side with 3 peers →

Belmont Abbey College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Blumont, Inc. 403(b) DC Plan in VA ($31M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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.

Frequently Asked Questions

How did Belmont Abbey College Retirement Plan assets move in 2023? ▼
Belmont Abbey College Retirement Plan grew sharply - up 16.4% during 2023, from $27M to $31M. Reported net income was $4M.
How have Belmont Abbey College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Abbey College, Inc.'s sponsor-wide assets grew 31.4%, from $27M to $35M.
Where does Belmont Abbey College Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Abbey College Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Blumont, Inc. 403(b) DC Plan in VA ($31M, 70 participants).
Which Other plans cover a similar participant headcount to Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants, $89M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560547498.

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.