Other · DOL Form 5500 · 2023
Belmont Abbey College, Inc. Retirement Plan
Data updated 2026-08-11
- $31M
- Total assets
- 278
- Participants
- 80th
- Percentile by assets
- $111,091
- Avg per participant
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.
- 80th percentile by assets (of 127,072 plans)
- #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.
- $31M
- total plan assets (2023 EOY)
- 278
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $111,091
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Belmont Abbey College Retirement Plan reports 278 participants - about 34% of that state average ($31M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 560547498 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Abbey College, Inc.)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Belmont Abbey College Retirement Plan by total assets, not by location.
- Blumont, Inc. 403(b) DC Plan (VA) $31M · 70
- Bancroft School DC Retirement Plan (MA) $31M · 113
- First Choice Community Healthcare 403(b) Plan (NM) $31M · 433
- Wilson College Defined Contribution Retirement Plan (PA) $31M · 155
Frequently Asked Questions
How did Belmont Abbey College Retirement Plan assets move in 2023? ▼
How have Belmont Abbey College, Inc. plan assets changed over time? ▼
Where does Belmont Abbey College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Belmont Abbey College Retirement Plan? ▼
Next read for Belmont Abbey College Retirement Plan
Filing takeaways
Ways to act on Belmont Abbey College Retirement Plan's numbers.
- By total assets, Belmont Abbey College 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
- Belmont Abbey College, Inc.'s sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Educational Services plans