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
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
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.
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 560657294 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Spie Retirement Plan (WA) $58M · 189
- The Park School Annuity Plan (MD) $58M · 201
- Governor Dummer Academy Defined Contribution Retirement Plan (MA) $58M · 194
- Bethany Christian Services Tax Sheltered Savings Retirement Plan (MI) $58M · 1,735
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.