Other · DOL Form 5500 · 2023

Meredith College Retirement Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
420
Participants Below avg headcount
90th
Percentile by assets National rank
$205,820
Avg per participant Above avg balance/head
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Official DOL plan name: Meredith College Retirement Plan · Sponsored by Meredith College · North Carolina · Educational Services

$86M in assets, 420 participants

Meredith College's Meredith College Retirement Plan reported $86M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,098 in Educational Services (3,735 peers)

Where Meredith College Retirement Plan sits by assets

Meredith College Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 420 participants (~$205,820/participant), up 9.3% in 2023.

#3,098
in Educational Services (3,735 peers)
+9.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Meredith College Retirement Plan's outsized position by total assets

Meredith College Retirement Plan vs every filed plan by assets

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

$86,444,300 Top 10% higher than 90% 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

Meredith 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. Meredith College Retirement Plan sits mid-pack in the medium band (420 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meredith College Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Meredith College Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $86M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560530242 · Meredith College PY 2023 · Other

Meredith College Retirement Plan · $86M · 420 · 90th

  • PHOTO $86M
  • PHOTO 420
  • PHOTO 90th
  • PHOTO Other
  • PHOTO near University Physician Group 403b Retirement Plan
  • PHOTO ind #3098

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 →

Meredith College Retirement Plan in the asset neighbourhood

California Academy of Sciences Defined Contribution PlanCalifornia Academy of Scienc…$87MWhitworth University Retirement PlanWhitworth University Retirem…$87MMeredith College Retirement PlanMeredith College Retirement …$86MUniversity Physician Group 403b Retirement PlanUniversity Physician Group 4…$86MDelaware Valley University DC PlanDelaware Valley University D…$86M
End-of-year total assets ($M) among Meredith College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$86M
Net Income$7M
Employer EIN560530242
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meredith College)

Sponsor-wide plan assets over time

All Meredith College plans reported in each filing year

Latest sponsor-wide plan assets
$94M 19.077586244841456% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $79.1M $94.2M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 416 $79M
2023 1 420 $86M
2024 1 400 $94M

Nearby Other Plans in North Carolina

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

Meredith College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Meredith College Retirement Plan, Total assets ($B): 0.0864443 · Participants: 420Meredith 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
Meredith College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Meredith College Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is University Physician Group 403b Retirement Plan in MI ($86M); by covered participants it is Conner Prairie Museum Inc. ERISA 403b Plan in IN (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Meredith College Retirement Plan assets move in 2023? ▼
Meredith College Retirement Plan grew at a solid clip - up 9.3% during 2023, from $79M to $86M. Reported net income was $7M.
How have Meredith College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meredith College's sponsor-wide assets grew 19.1%, from $79M to $94M.
Where does Meredith College Retirement Plan rank by assets among Form 5500 filers? ▼
Meredith College Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Meredith College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University Physician Group 403b Retirement Plan in MI ($86M, 661 participants).
Which Other plans cover a similar participant headcount to Meredith College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Conner Prairie Museum Inc. ERISA 403b Plan in IN (420 participants, $8M 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 560530242.

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.