Other · DOL Form 5500 · 2023

Limestone University Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
398
Participants Below avg headcount
81st
Percentile by assets National rank
$85,068
Avg per participant Below avg balance/head
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Official DOL plan name: Limestone University Retirement Plan · Sponsored by Limestone University · South Carolina · Educational Services

$34M in assets, 398 participants

Limestone University's Limestone University Retirement Plan reported $34M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,491 in Educational Services (3,735 peers)

Where Limestone University Retirement Plan sits by assets

Limestone University Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 398 participants (~$85,068/participant), up 5.1% in 2023.

#2,491
in Educational Services (3,735 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Limestone University Retirement Plan's outsized position by total assets

Limestone University Retirement Plan vs every filed plan by assets

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

$33,857,030 Top 19% higher than 81% 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

Limestone University 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. Limestone University Retirement Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Limestone University Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Limestone University Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570314402 · Limestone University PY 2023 · Other

Limestone University Retirement Plan · $34M · 398 · 81st

  • BOOK $34M
  • BOOK 398
  • BOOK 81st
  • BOOK Other
  • BOOK near Oup USA Employee Thrift Plan
  • BOOK ind #2491

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 South Carolina →

Limestone University Retirement Plan in the asset neighbourhood

Limestone University Retirement PlanLimestone University Retirem…$34MOup USA Employee Thrift Plan$34MAspire Employees' Retirement PlanAspire Employees' Retirement…$34MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$34MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$34M
End-of-year total assets ($M) among Limestone University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN570314402
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Limestone University)

Sponsor-wide plan assets over time

All Limestone University plans reported in each filing year

Latest sponsor-wide plan assets
$36M 11.853358451199137% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.2M $36M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 397 $32M
2023 1 398 $34M
2024 1 367 $36M

Nearby Other Plans in South Carolina

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

Limestone University Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Limestone University Retirement Plan, Total assets ($M): 33.85703 · Participants: 398Limestone University Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Limestone University Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

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

Outside South Carolina, the nearest Other by assets is Oup USA Employee Thrift Plan in NY ($34M); by covered participants it is Sbcs 403(b) Plan in CA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Limestone University Retirement Plan assets move in 2023?
Limestone University Retirement Plan grew at a solid clip - up 5.1% during 2023, from $32M to $34M. Reported net income was $2M.
How have Limestone University plan assets changed over time?
Across 3 plan years on file (2022-2024), Limestone University's sponsor-wide assets grew 11.9%, from $32M to $36M.
Where does Limestone University Retirement Plan rank by assets among Form 5500 filers?
Limestone University Retirement Plan ranks in the 81st 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 Limestone University Retirement Plan?
Among Other plans in other states, the closest by assets is Oup USA Employee Thrift Plan in NY ($34M, 314 participants).
Which Other plans cover a similar participant headcount to Limestone University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Sbcs 403(b) Plan in CA (398 participants, $23M in assets).