Other · DOL Form 5500 · 2023

Wingate University Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
558
Participants Below avg headcount
91st
Percentile by assets National rank
$163,733
Avg per participant Above avg balance/head
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Official DOL plan name: Wingate University Retirement Plan · Sponsored by Wingate University · North Carolina · Educational Services

$91M in assets, 558 participants

Wingate University's Wingate University Retirement Plan reported $91M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,125 in Educational Services (3,735 peers)

Where Wingate University Retirement Plan sits by assets

Wingate University Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 558 participants (~$163,733/participant), up 14.6% in 2023.

#3,125
in Educational Services (3,735 peers)
+14.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wingate University Retirement Plan's outsized position by total assets

Wingate University Retirement Plan vs every filed plan by assets

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

$91,362,891 Top 9% higher than 91% 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

Wingate 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. Wingate University Retirement Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wingate University Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wingate University Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Wingate University Retirement Plan reported participants rose from 541 in the plan year 2022 filing to 558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 566049935 · Wingate University PY 2023 · Other

Wingate University Retirement Plan · $91M · 558 · 91st

  • PART $91M
  • TYPE 558
  • NET 91st
  • BOOK Other
  • VS-ST near American Society of Mechanical Engineers Thrift Savings Plan
  • BOY ind #3125

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 →

Wingate University Retirement Plan in the asset neighbourhood

Mount Saint Mary College Defined Contribution PlanMount Saint Mary College Def…$91MWingate University Retirement PlanWingate University Retiremen…$91MAmerican Society of Mechanical Engineers Thrift Savings PlanAmerican Society of Mechanic…$91MRetirement and Savings Plan$91MFrontier Science and Technology Research Foundation, Inc. Retirement PlanFrontier Science and Technol…$91M
End-of-year total assets ($M) among Wingate University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN566049935
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate University)

Sponsor-wide plan assets over time

All Wingate University plans reported in each filing year

Latest sponsor-wide plan assets
$97M 36.94481619121472% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $154M $97M ▼ -36.9%
Year Plans Participants Total Assets
2022 2 1,071 $154M
2023 1 558 $91M
2024 1 458 $97M

Nearby Other Plans in North Carolina

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

Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Wingate University Retirement Plan, Total assets ($B): 0.091362891 · Participants: 558Wingate 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
Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Wingate University Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is American Society of Mechanical Engineers Thrift Savings Plan in NY ($91M); by covered participants it is 403(b) Thrift Plan of Spectrum for Living in NJ (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Wingate University Retirement Plan assets move in 2023? ▼
Wingate University Retirement Plan grew at a solid clip - up 14.6% during 2023, from $80M to $91M. Reported net income was $12M.
How have Wingate University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingate University's sponsor-wide assets declined 36.9%, from $154M to $97M.
Where does Wingate University Retirement Plan rank by assets among Form 5500 filers? ▼
Wingate University Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Wingate University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Society of Mechanical Engineers Thrift Savings Plan in NY ($91M, 166 participants).
Which Other plans cover a similar participant headcount to Wingate University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Spectrum for Living in NJ (557 participants, $9M 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 566049935.

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.