Other · DOL Form 5500 · 2023

Chowan University Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
163
Participants Small participant base
76th
Percentile by assets National rank
$144,567
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Chowan University · Sponsored by Chowan University · North Carolina · Educational Services

$24M in assets, 163 participants

Chowan University's Retirement Plan for Chowan University reported $24M in total assets and 163 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.

  • #2,220 in Educational Services (3,735 peers)

Coverage in North Carolina

Retirement Plan for Chowan University covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#2,220
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Retirement Plan for Chowan University's outsized position by total assets

Retirement Plan for Chowan University vs every filed plan by assets

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

$23,564,474 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

Retirement Plan for Chowan University 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. Retirement Plan for Chowan University sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Chowan University reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Chowan University reported participants fell from 184 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Retirement Plan for Chowan University end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560554199 · Chowan University PY 2023 · Other

Retirement Plan for Chowan University · $24M · 163 · 76th

  • PHOTO $24M
  • IND 163
  • EOY 76th
  • 5500 Other
  • ASSETS near The Stony Brook School Defined Contribution Plan
  • PCT ind #2220

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 →

Retirement Plan for Chowan University in the asset neighbourhood

Retirement Plan for Chowan UniversityRetirement Plan for Chowan U…$24MThe Stony Brook School Defined Contribution PlanThe Stony Brook School Defin…$24MUms-Wright Preparatory School 403(b) PlanUms-Wright Preparatory Schoo…$24MStaten Island Academy Defined Contribution Retirement PlanStaten Island Academy Define…$24MAmerican Association of Colleges of Nursing Defined Contribution PlanAmerican Association of Coll…$24M
End-of-year total assets ($M) among Retirement Plan for Chowan University and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN560554199
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chowan University)

Sponsor-wide plan assets over time

All Chowan University plans reported in each filing year

Latest sponsor-wide plan assets
$24M 13.431532484642918% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $21.4M $24.2M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 184 $21M
2023 1 163 $24M
2024 1 154 $24M

Nearby Other Plans in North Carolina

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

Retirement Plan for Chowan University vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Retirement Plan for Chowan University, Total assets ($B): 0.023564474 · Participants: 163Retirement Plan for Chowan UniversityThe 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
Retirement Plan for Chowan University vs. nearby Other plans in North Carolina, assets vs. participants

Retirement Plan for Chowan University's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Stony Brook School Defined Contribution Plan in NY ($24M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Retirement Plan for Chowan University assets move in 2023?
Retirement Plan for Chowan University grew at a solid clip - up 10.3% during 2023, from $21M to $24M. Reported net income was $2M.
How have Chowan University plan assets changed over time?
Across 3 plan years on file (2022-2024), Chowan University's sponsor-wide assets grew 13.4%, from $21M to $24M.
Where does Retirement Plan for Chowan University rank by assets among Form 5500 filers?
Retirement Plan for Chowan University 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 Retirement Plan for Chowan University?
Among Other plans in other states, the closest by assets is The Stony Brook School Defined Contribution Plan in NY ($24M, 162 participants).
Which Other plans cover a similar participant headcount to Retirement Plan for Chowan University?
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M in assets).