Other · DOL Form 5500 · 2023

Southern Wesleyan University Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
151
Participants Small participant base
76th
Percentile by assets National rank
$159,225
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Wesleyan University DC Plan · Sponsored by Southern Wesleyan University · South Carolina · Educational Services

$24M in assets, 151 participants

Southern Wesleyan University's Southern Wesleyan University DC Plan reported $24M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,237 in Educational Services (3,735 peers)

Coverage in South Carolina

Southern Wesleyan University DC Plan covers 151 participants in South Carolina, about 41% of the average South Carolina filer (state average ~369 per filing). Assets: $24M.

#2,237
in Educational Services (3,735 peers)
+9.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Southern Wesleyan University DC Plan's outsized position by total assets

Southern Wesleyan University DC Plan vs every filed plan by assets

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

$24,042,968 Top 24% higher than 76% 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

Southern Wesleyan University DC 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. Southern Wesleyan University DC Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Wesleyan University DC Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southern Wesleyan University DC Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Southern Wesleyan University DC Plan reported participants fell from 155 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570324936 · Southern Wesleyan University PY 2023 · Other

Southern Wesleyan University DC Plan · $24M · 151 · 76th

  • EOY $24M
  • EOY 151
  • EOY 76th
  • EOY Other
  • EOY near The Cleveland Foundation Retirement Plan
  • EOY ind #2237

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 →

Southern Wesleyan University DC Plan in the asset neighbourhood

The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings PlanThe Silvercrest Center for N…$24MUSA Hockey, Inc. 403(b) Plan$24MHoly Cross Hospital Retirement Savings PlanHoly Cross Hospital Retireme…$24MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$24MSouthern Wesleyan University DC PlanSouthern Wesleyan University…$24M
End-of-year total assets ($M) among Southern Wesleyan University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN570324936
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Wesleyan University)

Sponsor-wide plan assets over time

All Southern Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.09277837016994% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22M $23.8M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 155 $22M
2023 1 151 $24M
2024 1 154 $24M

Nearby Other Plans in South Carolina

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

Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Southern Wesleyan University DC Plan, Total assets ($M): 24.042968 · Participants: 151Southern Wesleyan University DC PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Southern Wesleyan University DC Plan side-by-side with 3 peers →

Southern Wesleyan University DC Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is The Cleveland Foundation Retirement Plan in OH ($24M); by covered participants it is Lowell Community Health Center 403(b) Plan in MA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Southern Wesleyan University DC Plan assets move in 2023? ▼
Southern Wesleyan University DC Plan grew at a solid clip - up 9.1% during 2023, from $22M to $24M. Reported net income was $2M.
How have Southern Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Wesleyan University's sponsor-wide assets grew 8.1%, from $22M to $24M.
Where does Southern Wesleyan University DC Plan rank by assets among Form 5500 filers? ▼
Southern Wesleyan University DC Plan ranks in the 76th 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 Southern Wesleyan University DC Plan? ▼
Among Other plans in other states, the closest by assets is The Cleveland Foundation Retirement Plan in OH ($24M, 86 participants).
Which Other plans cover a similar participant headcount to Southern Wesleyan University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Lowell Community Health Center 403(b) Plan in MA (151 participants, $8M 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 570324936.

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.