Other · DOL Form 5500 · 2023

The Asheville School Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
103
Participants Small participant base
79th
Percentile by assets National rank
$277,943
Avg per participant High balance/head
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Official DOL plan name: The Asheville School Retirement Plan · Sponsored by The Asheville School · North Carolina · Educational Services

$29M in assets, 103 participants

The Asheville School's The Asheville School Retirement Plan reported $29M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,357 in Educational Services (3,735 peers)

Coverage in North Carolina

The Asheville School Retirement Plan covers 103 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $29M.

#2,357
in Educational Services (3,735 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Asheville School Retirement Plan's outsized position by total assets

The Asheville School Retirement Plan vs every filed plan by assets

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

$28,628,098 Top 21% higher than 79% 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

The Asheville School 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. The Asheville School Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Asheville School Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Asheville School Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Asheville School Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560530248 · The Asheville School PY 2023 · Other

The Asheville School Retirement Plan · $29M · 103 · 79th

  • NET $29M
  • NET 103
  • NET 79th
  • NET Other
  • NET near Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan
  • NET ind #2357

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 →

The Asheville School Retirement Plan in the asset neighbourhood

Berry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$29MSiskin Hospital for Physical Rehabilitation Retirement Savings PlanSiskin Hospital for Physical…$29MThe Asheville School Retirement PlanThe Asheville School Retirem…$29MKansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity PlanKansas City Art Institute De…$29MSaint Elizabeth University Defined Contribution PlanSaint Elizabeth University D…$29M
End-of-year total assets ($M) among The Asheville School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN560530248
Plan Effective Date1958-04-18
Filing StatusFILING RECEIVED

Sponsor Plan History (The Asheville School)

Sponsor-wide plan assets over time

All The Asheville School plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.0745802974546% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.9M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 95 $25M
2023 1 103 $29M
2024 1 120 $31M

Nearby Other Plans in North Carolina

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

The Asheville School Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants The Asheville School Retirement Plan, Total assets ($B): 0.028628098 · Participants: 103The Asheville School 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
The Asheville School Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare The Asheville School Retirement Plan side-by-side with 3 peers →

The Asheville School Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan in MO ($29M); by covered participants it is Marine Military Academy, Inc. Retirement Plan in TX (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 The Asheville School Retirement Plan assets move in 2023? ▼
The Asheville School Retirement Plan grew at a solid clip - up 15.0% during 2023, from $25M to $29M. Reported net income was $4M.
How have The Asheville School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Asheville School's sponsor-wide assets grew 24.1%, from $25M to $31M.
Where does The Asheville School Retirement Plan rank by assets among Form 5500 filers? ▼
The Asheville School Retirement Plan ranks in the 79th 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 The Asheville School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan in MO ($29M, 123 participants).
Which Other plans cover a similar participant headcount to The Asheville School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marine Military Academy, Inc. Retirement Plan in TX (103 participants, $12M 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 560530248.

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.