Other · DOL Form 5500 · 2023

Gardner-Webb University , Inc. Retirement Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
387
Participants Below avg headcount
90th
Percentile by assets National rank
$208,734
Avg per participant Above avg balance/head
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Official DOL plan name: Gardner-Webb University Pension Plan · Sponsored by Gardner-Webb University , Inc. · North Carolina · Educational Services

$81M in assets, 387 participants

Gardner-Webb University , Inc.'s Gardner-Webb University Pension Plan reported $81M in total assets and 387 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.

  • #3,058 in Educational Services (3,735 peers)

Coverage in North Carolina

Gardner-Webb University Pension Plan covers 387 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $81M.

#3,058
in Educational Services (3,735 peers)
+11.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Gardner-Webb University Pension Plan's outsized position by total assets

Gardner-Webb University Pension Plan vs every filed plan by assets

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

$80,780,173 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

Gardner-Webb University Pension 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. Gardner-Webb University Pension Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gardner-Webb University Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Gardner-Webb University Pension Plan reported participants fell from 590 in the plan year 2022 filing to 387 in the plan year 2023 filing.
  • Gardner-Webb University Pension Plan end-of-year assets rose from $73M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560529972 · Gardner-Webb University , Inc. PY 2023 · Other

Gardner-Webb University Pension Plan · $81M · 387 · 90th

  • BOY $81M
  • SCH 387
  • EBSA 90th
  • PART Other
  • TYPE near Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan
  • NET ind #3058

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 →

Gardner-Webb University Pension Plan in the asset neighbourhood

Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement PlanCarnegie Institute Defined C…$81MGardner-Webb University Pension PlanGardner-Webb University Pens…$81MBellevue University Defined Contribution Retirement PlanBellevue University Defined …$81MNew England Institute of Technology Tax Sheltered Annuity Matching PlanNew England Institute of Tec…$81MLynn University Defined Contribution Retirement PlanLynn University Defined Cont…$80M
End-of-year total assets ($M) among Gardner-Webb University Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$81M
Net Income$8M
Employer EIN560529972
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gardner-Webb University , Inc.)

Sponsor-wide plan assets over time

All Gardner-Webb University , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 14.91755244835202% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $72.5M $83.3M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 590 $73M
2023 1 387 $81M
2024 1 362 $83M

Nearby Other Plans in North Carolina

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

Gardner-Webb University Pension Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Gardner-Webb University Pension Plan, Total assets ($B): 0.080780173 · Participants: 387Gardner-Webb University Pension 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
Gardner-Webb University Pension Plan vs. nearby Other plans in North Carolina, assets vs. participants

Gardner-Webb University Pension Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA ($81M); by covered participants it is Albion College Defined Contribution Retirement Plan in MI (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Gardner-Webb University Pension Plan assets move in 2023?
Gardner-Webb University Pension Plan grew at a solid clip - up 11.4% during 2023, from $73M to $81M. Reported net income was $8M.
How have Gardner-Webb University , Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gardner-Webb University , Inc.'s sponsor-wide assets grew 14.9%, from $73M to $83M.
Where does Gardner-Webb University Pension Plan rank by assets among Form 5500 filers?
Gardner-Webb University Pension 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 Gardner-Webb University Pension Plan?
Among Other plans in other states, the closest by assets is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA ($81M, 501 participants).
Which Other plans cover a similar participant headcount to Gardner-Webb University Pension Plan?
Among Other plans in other states, the closest by covered participants is Albion College Defined Contribution Retirement Plan in MI (387 participants, $134M in assets).