Other · DOL Form 5500 · 2023

Claflin University Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
269
Participants Below avg headcount
79th
Percentile by assets National rank
$107,330
Avg per participant Below avg balance/head
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Official DOL plan name: Claflin University DC Retirement Plan · Sponsored by Claflin University · South Carolina · Educational Services

$29M in assets, 269 participants

Claflin University's Claflin University DC Retirement Plan reported $29M in total assets and 269 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.

  • #2,365 in Educational Services (3,735 peers)

Where Claflin University DC Retirement Plan sits by assets

Claflin University DC Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 269 participants (~$107,330/participant), up 12.1% in 2023.

#2,365
in Educational Services (3,735 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Claflin University DC Retirement Plan's outsized position by total assets

Claflin University DC Retirement Plan vs every filed plan by assets

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

$28,871,825 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

Claflin University 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. Claflin University DC Retirement Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claflin University DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Claflin University DC Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570314374 · Claflin University PY 2023 · Other

Claflin University DC Retirement Plan · $29M · 269 · 79th

  • PCT $29M
  • PCT 269
  • PCT 79th
  • PCT Other
  • PCT near Mclean School of Maryland Retirement Plan
  • PCT ind #2365

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 →

Claflin University DC Retirement Plan in the asset neighbourhood

National Women's Law Center DC PlanNational Women's Law Center …$29MAppalachian Regional Healthcare, Inc. Voluntary PlanAppalachian Regional Healthc…$29MAmerican Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$29MClaflin University DC Retirement PlanClaflin University DC Retire…$29MMclean School of Maryland Retirement PlanMclean School of Maryland Re…$29M
End-of-year total assets ($M) among Claflin University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN570314374
Plan Effective Date1968-10-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Claflin University)

Sponsor-wide plan assets over time

All Claflin University plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.24639002225335% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $39.8M ▲ +27.2%
Year Plans Participants Total Assets
2022 2 355 $31M
2023 2 341 $36M
2024 2 341 $40M

Nearby Other Plans in South Carolina

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

Claflin University DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Claflin University DC Retirement Plan, Total assets ($M): 28.871825 · Participants: 269Claflin University DC Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Claflin University DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Claflin University DC Retirement Plan side-by-side with 3 peers →

Claflin University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Mclean School of Maryland Retirement Plan in MD ($29M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Claflin University DC Retirement Plan assets move in 2023? ▼
Claflin University DC Retirement Plan grew at a solid clip - up 12.1% during 2023, from $26M to $29M. Reported net income was $3M.
How have Claflin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claflin University's sponsor-wide assets grew 27.2%, from $31M to $40M.
Where does Claflin University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Claflin University DC 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 Claflin University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mclean School of Maryland Retirement Plan in MD ($29M, 141 participants).
Which Other plans cover a similar participant headcount to Claflin University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (269 participants, $32M 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 570314374.

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.