Other · DOL Form 5500 · 2023

Barton College Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
185
Participants Below avg headcount
78th
Percentile by assets National rank
$145,562
Avg per participant Above avg balance/head
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Official DOL plan name: Barton College Retirement Plan · Sponsored by Barton College · North Carolina · Educational Services

$27M in assets, 185 participants

Barton College's Barton College Retirement Plan reported $27M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,318 in Educational Services (3,735 peers)

Coverage in North Carolina

Barton College Retirement Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.

#2,318
in Educational Services (3,735 peers)
+10.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Barton College Retirement Plan's outsized position by total assets

Barton College Retirement Plan vs every filed plan by assets

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

$26,929,017 Top 22% higher than 78% 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

Barton College 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. Barton College Retirement Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barton College Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Barton College Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Barton College Retirement Plan reported participants fell from 191 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560529933 · Barton College PY 2023 · Other

Barton College Retirement Plan · $27M · 185 · 78th

  • EBSA $27M
  • EBSA 185
  • EBSA 78th
  • EBSA Other
  • EBSA near Charles F. Kettering Foundation Deferred Compensation Plan
  • EBSA ind #2318

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 →

Barton College Retirement Plan in the asset neighbourhood

Charles F. Kettering Foundation Deferred Compensation PlanCharles F. Kettering Foundat…$27MBarton College Retirement PlanBarton College Retirement Pl…$27M403b Thrift Plan of Goodwill Industries International403b Thrift Plan of Goodwill…$27MWilbraham and Monson Academy Defined Contribution Retirement PlanWilbraham and Monson Academy…$27MLogan University DC Plan$27M
End-of-year total assets ($M) among Barton College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN560529933
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barton College)

Sponsor-wide plan assets over time

All Barton College plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.17227873148121% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.4M $27.8M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 191 $24M
2023 1 185 $27M
2024 1 185 $28M

Nearby Other Plans in North Carolina

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

Barton College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Barton College Retirement Plan, Total assets ($B): 0.026929017 · Participants: 185Barton College 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
Barton College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Barton College Retirement Plan side-by-side with 3 peers →

Barton College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Charles F. Kettering Foundation Deferred Compensation Plan in OH ($27M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Barton College Retirement Plan assets move in 2023? ▼
Barton College Retirement Plan grew at a solid clip - up 10.5% during 2023, from $24M to $27M. Reported net income was $3M.
How have Barton College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton College's sponsor-wide assets grew 14.2%, from $24M to $28M.
Where does Barton College Retirement Plan rank by assets among Form 5500 filers? ▼
Barton College Retirement Plan ranks in the 78th 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 Barton College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Charles F. Kettering Foundation Deferred Compensation Plan in OH ($27M, 43 participants).
Which Other plans cover a similar participant headcount to Barton College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants, N/A 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 560529933.

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.