Other · DOL Form 5500 · 2023
Wake Forest University Retirement Plan
Data updated 2026-08-25
- $798M
- Total assets Above avg plan size
- 3,092
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $258,036
- Avg per participant Above avg balance/head
Official DOL plan name: Wake Forest University Retirement Plan · Sponsored by Wake Forest University · North Carolina · Educational Services
$798M in assets, 3,092 participants
Wake Forest University's Wake Forest University Retirement Plan reported $798M in total assets and 3,092 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,644 in Educational Services (3,735 peers)
Coverage in North Carolina
Wake Forest University Retirement Plan covers 3,092 participants in North Carolina, 3.8x the typical North Carolina plan (state average ~819 per filing). Assets: $798M.
- #3,644
- in Educational Services (3,735 peers)
- +16.2%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Wake Forest University Retirement Plan's outsized position by total assets
Wake Forest University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$797,846,895 Top 2% higher than 98% 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
Wake Forest University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wake Forest University Retirement Plan lands in the large band (3,092 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wake Forest University Retirement Plan reported net income rose from -$100M in the plan year 2022 filing to $111M in the plan year 2023 filing.
- Wake Forest University Retirement Plan reported participants rose from 2,632 in the plan year 2022 filing to 3,092 in the plan year 2023 filing.
- Wake Forest University Retirement Plan end-of-year assets rose from $687M in the plan year 2022 filing to $798M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 560532138 · Wake Forest University PY 2023 · Other
Wake Forest University Retirement Plan · $798M · 3,092 · 98th
- PHOTO $798M
- IND 3,092
- EOY 98th
- 5500 Other
- ASSETS near The Cooper Health System 403(b) Plan
- PCT ind #3644
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 →
Wake Forest University Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $687M |
|---|---|
| Net Assets (End of Year) | $798M |
| Net Income | $111M |
| Employer EIN | 560532138 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University)
Sponsor-wide plan assets over time
All Wake Forest University plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 29.544824534450843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,632 | $687M |
| 2023 | 1 | 3,092 | $798M |
| 2024 | 1 | 3,215 | $889M |
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
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $389M · 5,520
Wake Forest University Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Cooper Health System 403(b) Plan in NJ ($799M); by covered participants it is Argonne National Laboratory 401(a) Retirement Plan in IL (3,096 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($798M here).
- The Cooper Health System 403(b) Plan (NJ) $799M · 9,570
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $799M · 2,317
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $801M · 1,453
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $805M · 9,430
Similar participant headcount
Nearest other-state filings by covered participants (3,092 participants); asset peers above are excluded.
- Argonne National Laboratory 401(a) Retirement Plan (IL) 3,096 · 4 off
- Goodwill of North Georgia, Inc Tax Deferred Annuity Plan (GA) 3,083 · 9 off
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) 3,079 · 13 off
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) 3,075 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.