Other · DOL Form 5500 · 2023

Catawba College Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
364
Participants Below avg headcount
84th
Percentile by assets National rank
$118,575
Avg per participant Near avg balance/head
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Official DOL plan name: Catawba College Retirement Plan · Sponsored by Catawba College · North Carolina · Educational Services

$43M in assets, 364 participants

Catawba College's Catawba College Retirement Plan reported $43M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,663 in Educational Services (3,735 peers)

Coverage in North Carolina

Catawba College Retirement Plan covers 364 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $43M.

#2,663
in Educational Services (3,735 peers)
+7.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Catawba College Retirement Plan's outsized position by total assets

Catawba College Retirement Plan vs every filed plan by assets

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

$43,161,175 Top 16% higher than 84% 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

Catawba College 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. Catawba College Retirement Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catawba College Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catawba College Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Catawba College Retirement Plan reported participants rose from 340 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560530251 · Catawba College PY 2023 · Other

Catawba College Retirement Plan · $43M · 364 · 84th

  • EIN $43M
  • EIN 364
  • EIN 84th
  • EIN Other
  • EIN near Colorado Christian University 403(b) Retirement Plan
  • EIN ind #2663

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 →

Catawba College Retirement Plan in the asset neighbourhood

Piedmont University Tax Deferred Retirement Annuity PPiedmont University Tax Defe…$43MCatawba College Retirement PlanCatawba College Retirement P…$43MColorado Christian University 403(b) Retirement PlanColorado Christian Universit…$43MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$43MThe 403(b) Thrift Plan for the Advertising Council, Inc.The 403(b) Thrift Plan for t…$43M
End-of-year total assets ($M) among Catawba College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN560530251
Plan Effective Date1944-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catawba College)

Sponsor-wide plan assets over time

All Catawba College plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.03438116906791% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.1M $46.9M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 340 $40M
2023 1 364 $43M
2024 1 396 $47M

Nearby Other Plans in North Carolina

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

Catawba College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Catawba College Retirement Plan, Total assets ($B): 0.043161175 · Participants: 364Catawba College 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
Catawba College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Catawba College Retirement Plan side-by-side with 3 peers →

Catawba College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Colorado Christian University 403(b) Retirement Plan in CO ($43M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Catawba College Retirement Plan assets move in 2023? ▼
Catawba College Retirement Plan grew at a solid clip - up 7.8% during 2023, from $40M to $43M. Reported net income was $3M.
How have Catawba College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catawba College's sponsor-wide assets grew 17.0%, from $40M to $47M.
Where does Catawba College Retirement Plan rank by assets among Form 5500 filers? ▼
Catawba College Retirement Plan ranks in the 84th 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 Catawba College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Colorado Christian University 403(b) Retirement Plan in CO ($43M, 1,305 participants).
Which Other plans cover a similar participant headcount to Catawba College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 560530251.

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.