Other · DOL Form 5500 · 2023

Methodist University Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
385
Participants Below avg headcount
87th
Percentile by assets National rank
$151,252
Avg per participant Above avg balance/head
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Official DOL plan name: Methodist University Retirement Plan · Sponsored by Methodist University · North Carolina · Educational Services

$58M in assets, 385 participants

Methodist University's Methodist University Retirement Plan reported $58M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,864 in Educational Services (3,735 peers)

Coverage in North Carolina

Methodist University Retirement Plan covers 385 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $58M.

#2,864
in Educational Services (3,735 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Methodist University Retirement Plan's outsized position by total assets

Methodist University Retirement Plan vs every filed plan by assets

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

$58,232,145 Top 13% higher than 87% 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

Methodist 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. Methodist University Retirement Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Methodist University Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Methodist University Retirement Plan reported participants rose from 333 in the plan year 2022 filing to 385 in the plan year 2023 filing.
  • Methodist University Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560657294 · Methodist University PY 2023 · Other

Methodist University Retirement Plan · $58M · 385 · 87th

  • TYPE $58M
  • NET 385
  • BOOK 87th
  • VS-ST Other
  • BOY near Spie Retirement Plan
  • SCH ind #2864

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 →

Methodist University Retirement Plan in the asset neighbourhood

Spie Retirement Plan$58MMethodist University Retirement PlanMethodist University Retirem…$58MThe Park School Annuity Plan$58MGovernor Dummer Academy Defined Contribution Retirement PlanGovernor Dummer Academy Defi…$58MBethany Christian Services Tax Sheltered Savings Retirement PlanBethany Christian Services T…$58M
End-of-year total assets ($M) among Methodist University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$58M
Net Income$5M
Employer EIN560657294
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Methodist University)

Sponsor-wide plan assets over time

All Methodist University plans reported in each filing year

Latest sponsor-wide plan assets
$63M 19.323554985117795% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $63.4M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 333 $53M
2023 1 385 $58M
2024 1 372 $63M

Nearby Other Plans in North Carolina

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

Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Methodist University Retirement Plan, Total assets ($B): 0.058232145 · Participants: 385Methodist University 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
Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest Other by assets is Spie Retirement Plan in WA ($58M); by covered participants it is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Methodist University Retirement Plan assets move in 2023?
Methodist University Retirement Plan grew at a solid clip - up 9.7% during 2023, from $53M to $58M. Reported net income was $5M.
How have Methodist University plan assets changed over time?
Across 3 plan years on file (2022-2024), Methodist University's sponsor-wide assets grew 19.3%, from $53M to $63M.
Where does Methodist University Retirement Plan rank by assets among Form 5500 filers?
Methodist University Retirement Plan ranks in the 87th 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 Methodist University Retirement Plan?
Among Other plans in other states, the closest by assets is Spie Retirement Plan in WA ($58M, 189 participants).
Which Other plans cover a similar participant headcount to Methodist University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 participants, N/A in assets).