Other · DOL Form 5500 · 2023
Converse University Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $252,948
- Avg per participant Above avg balance/head
Official DOL plan name: Converse University Defined Contribution Retirement Plan · Sponsored by Converse University · South Carolina · Educational Services
$43M in assets, 171 participants
Converse University's Converse University Defined Contribution Retirement Plan reported $43M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,668 in Educational Services (3,735 peers)
Coverage in South Carolina
Converse University Defined Contribution Retirement Plan covers 171 participants in South Carolina, about 46% of the average South Carolina filer (state average ~369 per filing). Assets: $43M.
- #2,668
- in Educational Services (3,735 peers)
- +4.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Converse University Defined Contribution Retirement Plan's outsized position by total assets
Converse University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,254,036 Top 16% higher than 84% 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
Converse University Defined Contribution 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. Converse University Defined Contribution Retirement Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Converse University Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Converse University Defined Contribution Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Converse University Defined Contribution Retirement Plan reported participants rose from 169 in the plan year 2022 filing to 171 in the plan year 2023 filing.
DOL schedule card
Filing strip 570314380 · Converse University PY 2023 · Other
Converse University Defined Contribution Retirement Plan · $43M · 171 · 84th
- 5500 $43M
- 5500 171
- 5500 84th
- 5500 Other
- 5500 near Fort Worth Country Day School Defined Contribution Retirement Plan
- 5500 ind #2668
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 →
Converse University Defined Contribution Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $2M |
| Employer EIN | 570314380 |
| Plan Effective Date | 1921-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Converse University)
Sponsor-wide plan assets over time
All Converse University plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 9.942331742972419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $41M |
| 2023 | 1 | 171 | $43M |
| 2024 | 1 | 155 | $45M |
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
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Converse University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Fort Worth Country Day School Defined Contribution Retirement Plan in TX ($43M); by covered participants it is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan (IN) 171 · 0 off
- 403(b) Thrift Plan of Laurel View Village (PA) 171 · 0 off
- Holderness School DC Retirement Plan (NH) 171 · 0 off
- Home Health United, Inc. 403(b) Plan (MO) 171 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.