Other · DOL Form 5500 · 2023
Newberry College Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $98,805
- Avg per participant Below avg balance/head
Official DOL plan name: Newberry College DC Retirement Plan · Sponsored by Newberry College · South Carolina · Educational Services
$21M in assets, 215 participants
Newberry College's Newberry College DC Retirement Plan reported $21M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,121 in Educational Services (3,735 peers)
Newberry College multi-year trail
Newberry College's plans moved +19.5% in assets from 2022 to 2024; this filing shows Newberry College DC Retirement Plan at $21M / 215 participants.
- #2,121
- in Educational Services (3,735 peers)
- +14.1%
- assets growth YoY
Newberry College DC Retirement Plan's outsized position by total assets
Newberry College DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,242,972 Top 26% higher than 74% 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
Newberry College DC 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. Newberry College DC Retirement Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newberry College DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Newberry College DC Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Newberry College DC Retirement Plan reported participants fell from 227 in the plan year 2022 filing to 215 in the plan year 2023 filing.
DOL schedule card
Filing strip 570314404 · Newberry College PY 2023 · Other
Newberry College DC Retirement Plan · $21M · 215 · 74th
- EBSA $21M
- PART 215
- TYPE 74th
- NET Other
- BOOK near Anna Maria College DC Retirement Plan
- VS-ST ind #2121
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 →
Newberry College DC Retirement Plan in the asset neighbourhood
Newberry College multi-year asset trail
Sponsor-wide plan assets over time
All Newberry College plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 19.474268817188122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $19M |
| 2023 | 1 | 215 | $21M |
| 2024 | 1 | 222 | $22M |
Newberry College filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 570314404 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Newberry College DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Anna Maria College DC Retirement Plan in MA ($21M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 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.