Other · DOL Form 5500 · 2023
Center for Creative Leadership Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 481
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $349,589
- Avg per participant High balance/head
Official DOL plan name: Center for Creative Leadership Retirement Savings Plan · Sponsored by Center for Creative Leadership · North Carolina · Educational Services
$168M in assets, 481 participants
Center for Creative Leadership's Center for Creative Leadership Retirement Savings Plan reported $168M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,362 in Educational Services (3,735 peers)
Where Center for Creative Leadership Retirement Savings Plan sits by assets
Center for Creative Leadership Retirement Savings Plan sits in the top 10% of all filed plans by assets, $168M for 481 participants (~$349,589/participant), up 12.9% in 2023.
- #3,362
- in Educational Services (3,735 peers)
- +12.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Center for Creative Leadership Retirement Savings Plan's outsized position by total assets
Center for Creative Leadership Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$168,152,347 Top 6% higher than 94% 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
Center for Creative Leadership Retirement Savings 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. Center for Creative Leadership Retirement Savings Plan sits mid-pack in the medium band (481 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Center for Creative Leadership Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Center for Creative Leadership Retirement Savings Plan reported participants rose from 423 in the plan year 2022 filing to 481 in the plan year 2023 filing.
- Center for Creative Leadership Retirement Savings Plan end-of-year assets rose from $149M in the plan year 2022 filing to $168M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 237079591 · Center for Creative Leadership PY 2023 · Other
Center for Creative Leadership Retirement Savings Plan · $168M · 481 · 94th
- IND $168M
- IND 481
- IND 94th
- IND Other
- IND near Capital University 403(b) Retirement Plan
- IND ind #3362
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 →
Center for Creative Leadership Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $19M |
| Employer EIN | 237079591 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Center for Creative Leadership)
Sponsor-wide plan assets over time
All Center for Creative Leadership plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 24.13757084393767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 423 | $149M |
| 2023 | 1 | 481 | $168M |
| 2024 | 1 | 560 | $185M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Center for Creative Leadership Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Capital University 403(b) Retirement Plan in OH ($168M); by covered participants it is The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan in NH (481 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
Similar participant headcount
Nearest other-state filings by covered participants (481 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.