Other · DOL Form 5500 · 2023
William Peace University Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $146,132
- Avg per participant Above avg balance/head
Official DOL plan name: William Peace University Retirement Plan · Sponsored by William Peace University · North Carolina · Educational Services
$20M in assets, 139 participants
William Peace University's William Peace University Retirement Plan reported $20M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,085 in Educational Services (3,735 peers)
Coverage in North Carolina
William Peace University Retirement Plan covers 139 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $20M.
- #2,085
- in Educational Services (3,735 peers)
- +12.6%
- assets growth YoY
William Peace University Retirement Plan's outsized position by total assets
William Peace University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,312,382 Top 27% higher than 73% 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
William Peace 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. William Peace University Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Peace University Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- William Peace University Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- William Peace University Retirement Plan reported participants fell from 143 in the plan year 2022 filing to 139 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560529988 · William Peace University PY 2023 · Other
William Peace University Retirement Plan · $20M · 139 · 73rd
- BOY $20M
- BOY 139
- BOY 73rd
- BOY Other
- BOY near American Jewish University DC Retirement Plan
- BOY ind #2085
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 →
William Peace University Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 560529988 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Peace University)
Sponsor-wide plan assets over time
All William Peace University plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 26.038614850282265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $18M |
| 2023 | 1 | 139 | $20M |
| 2024 | 1 | 136 | $23M |
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
William Peace University Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is American Jewish University DC Retirement Plan in CA ($20M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- American Jewish University DC Retirement Plan (CA) $20M · 156
- Employee Benefit Plan of Koenig Equipment, Inc (OH) $20M · 338
- Imagine! 403(b) Plan (CO) $20M · 330
- Denver Academy Defined Contribution Retirement Plan (CO) $20M · 161
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Epsi 403(b) Plan (TX) 139 · 0 off
- Donorconnect 403(b) Retirement Plan (UT) 139 · 0 off
- Providence Academy Defined Contribution Retirement Plan (MN) 139 · 0 off
- Child Care Aware of America 403(b) Retirement Plan (VA) 139 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.