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
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
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.
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $8M |
| Employer EIN | 560529972 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING 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
| 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.
- 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
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan (PA) $81M · 501
- Bellevue University Defined Contribution Retirement Plan (NE) $81M · 1,308
- New England Institute of Technology Tax Sheltered Annuity Matching Plan (RI) $81M · 264
- Lynn University Defined Contribution Retirement Plan (FL) $80M · 521
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- Albion College Defined Contribution Retirement Plan (MI) 387 · 0 off
- Pathfinder Services Retirement Plan (IN) 387 · 0 off
- Amery Hospital & Clinic 403(b)Plan (MN) 386 · 1 off
- 403(b) Thrift Plan of Pathpoint (CA) 386 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.