Other · DOL Form 5500 · 2023

Queens University of Charlotte Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
259
Participants Below avg headcount
88th
Percentile by assets National rank
$253,628
Avg per participant Above avg balance/head
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Official DOL plan name: Queens University of Charlotte Retirement Plan · Sponsored by Queens University of Charlotte · North Carolina · Educational Services

$66M in assets, 259 participants

Queens University of Charlotte's Queens University of Charlotte Retirement Plan reported $66M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,940 in Educational Services (3,735 peers)

Coverage in North Carolina

Queens University of Charlotte Retirement Plan covers 259 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $66M.

#2,940
in Educational Services (3,735 peers)
+65.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Queens University of Charlotte Retirement Plan's outsized position by total assets

Queens University of Charlotte Retirement Plan vs every filed plan by assets

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

$65,689,662 Top 12% higher than 88% 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

Queens University of Charlotte 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. Queens University of Charlotte Retirement Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Queens University of Charlotte Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Queens University of Charlotte Retirement Plan reported participants fell from 811 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Queens University of Charlotte Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560530003 · Queens University of Charlotte PY 2023 · Other

Queens University of Charlotte Retirement Plan · $66M · 259 · 88th

  • EIN $66M
  • EIN 259
  • EIN 88th
  • EIN Other
  • EIN near Carti Tax Sheltered Annuity Plan
  • EIN ind #2940

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 →

Queens University of Charlotte Retirement Plan in the asset neighbourhood

Queens University of Charlotte Retirement PlanQueens University of Charlot…$66MCarti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$66MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$66MSaint David's School Retirement PlanSaint David's School Retirem…$66MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$66M
End-of-year total assets ($M) among Queens University of Charlotte Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN560530003
Plan Effective Date1945-08-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Queens University of Charlotte)

Sponsor-wide plan assets over time

All Queens University of Charlotte plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.33668912077775% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $66.8M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 1,541 $59M
2023 2 446 $66M
2024 1 334 $67M

Nearby Other Plans in North Carolina

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

Queens University of Charlotte Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Queens University of Charlotte Retirement Plan, Total assets ($B): 0.065689662 · Participants: 259Queens University of Charlotte Retirement PlanThe 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
Queens University of Charlotte Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Queens University of Charlotte Retirement Plan side-by-side with 3 peers →

Queens University of Charlotte Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Carti Tax Sheltered Annuity Plan in AR ($66M); by covered participants it is Shattuck-St. Mary's School Defined Contribution Retirement Plan in MN (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Queens University of Charlotte Retirement Plan assets move in 2023? ▼
Queens University of Charlotte Retirement Plan surged - up 65.0% during 2023, from $40M to $66M. Reported net income was $5M.
How have Queens University of Charlotte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Queens University of Charlotte's sponsor-wide assets grew 13.3%, from $59M to $67M.
Where does Queens University of Charlotte Retirement Plan rank by assets among Form 5500 filers? ▼
Queens University of Charlotte Retirement Plan ranks in the 88th 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 Queens University of Charlotte Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carti Tax Sheltered Annuity Plan in AR ($66M, 958 participants).
Which Other plans cover a similar participant headcount to Queens University of Charlotte Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Shattuck-St. Mary's School Defined Contribution Retirement Plan in MN (259 participants, $28M 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 560530003.

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.