Other · DOL Form 5500 · 2023
Furman University Retirement Plan
Data updated 2026-08-25
- $325M
- Total assets Above avg plan size
- 1,710
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $189,852
- Avg per participant Above avg balance/head
Official DOL plan name: Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Furman University · South Carolina · Educational Services
$325M in assets, 1,710 participants
Furman University's Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported $325M in total assets and 1,710 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,521 in Educational Services (3,735 peers)
Coverage in South Carolina
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan covers 1,710 participants in South Carolina, 4.6x the typical South Carolina plan (state average ~369 per filing). Assets: $325M.
- #3,521
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$324,646,410 Top 4% higher than 96% 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
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan lands in the large band (1,710 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 1,000 in the plan year 2022 filing to 1,710 in the plan year 2023 filing.
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $291M in the plan year 2022 filing to $325M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 570314395 · Furman University PY 2023 · Other
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan · $325M · 1,710 · 96th
- PHOTO $325M
- IND 1,710
- EOY 96th
- 5500 Other
- ASSETS near Au Health System, Inc. 403(b) Retirement Savings Plan
- PCT ind #3521
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 South Carolina →
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $325M |
| Net Income | $33M |
| Employer EIN | 570314395 |
| Plan Effective Date | 1941-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Furman University)
Sponsor-wide plan assets over time
All Furman University plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 19.019844467361533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,000 | $291M |
| 2023 | 1 | 1,710 | $325M |
| 2024 | 1 | 1,412 | $347M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
- Uma Supplemental 403(b) Plan $130M · 2,514
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Au Health System, Inc. 403(b) Retirement Savings Plan in GA ($326M); by covered participants it is The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Staff in NY (1,711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($325M here).
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) $326M · 4,820
- Mary Washington Healthcare 403(b) Plan (VA) $323M · 2,958
- Phillips Academy Retirement Plan (MA) $323M · 723
- Retirement Plan of Saratoga Hospital (NY) $322M · 3,206
Similar participant headcount
Nearest other-state filings by covered participants (1,710 participants); asset peers above are excluded.
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Staff (NY) 1,711 · 1 off
- Redlands Community Hospital Plus Program (CA) 1,713 · 3 off
- Thrift Retirement Plan (MN) 1,707 · 3 off
- Emh Retirement Savings Plan (KY) 1,706 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.