Other · DOL Form 5500 · 2022

Lenoir-Rhyne University Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
534
Participants Below avg headcount
88th
Percentile by assets National rank
$98,708
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Lenoir-Rhyne University · Sponsored by Lenoir-Rhyne University · North Carolina · Educational Services

$53M in assets, 534 participants

Lenoir-Rhyne University's Retirement Plan for Employees of Lenoir-Rhyne University reported $53M in total assets and 534 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,162 in Educational Services (4,024 peers)

Where Retirement Plan for Employees of Lenoir-Rhyne University sits by assets

Retirement Plan for Employees of Lenoir-Rhyne University sits in the top quartile of all filed plans by assets, $53M for 534 participants (~$98,708/participant), down 13.0% in 2022.

#3,162
in Educational Services (4,024 peers)
-13.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Lenoir-Rhyne University's outsized position by total assets

Retirement Plan for Employees of Lenoir-Rhyne University vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$52,710,179 Top 12% higher than 88% of 139,123 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 2022

Retirement Plan for Employees of Lenoir-Rhyne University among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Lenoir-Rhyne University sits mid-pack in the medium band (534 participants).

EBSA filing schedule strip

Filing strip 560556753 · Lenoir-Rhyne University PY 2022 · Other

Retirement Plan for Employees of Lenoir-Rhyne University · $53M · 534 · 88th

  • EOY $53M
  • EOY 534
  • EOY 88th
  • EOY Other
  • EOY near The Claremont Colleges, Inc. Academic Retirement Plan
  • EOY ind #3162

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 →

Retirement Plan for Employees of Lenoir-Rhyne University in the asset neighbourhood

American Registry of Pathology Defined Contribution Retirement PlanAmerican Registry of Patholo…$53MRetirement Plan for Employees of Lenoir-Rhyne UniversityRetirement Plan for Employee…$53MThe Claremont Colleges, Inc. Academic Retirement PlanThe Claremont Colleges, Inc.…$53MNew York Public Radio Retirement PlanNew York Public Radio Retire…$53MRetirement Savings 403(b) Plan for Employees of Presbyterian HomesRetirement Savings 403(b) Pl…$53M
End-of-year total assets ($M) among Retirement Plan for Employees of Lenoir-Rhyne University and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$53M
Net Income-$8M
Employer EIN560556753
Plan Effective Date1958-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenoir-Rhyne University)

Sponsor-wide plan assets over time

All Lenoir-Rhyne University plans reported in each filing year

Latest sponsor-wide plan assets
$58M 10.009099001541998% vs 2022
2023 filing year
$52M$54M$56M$58M$60M 20222023 $52.7M $58M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 534 $53M
2023 1 388 $58M

Nearby Other Plans in North Carolina

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

Retirement Plan for Employees of Lenoir-Rhyne University vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Lenoir-Rhyne University, Total assets ($B): 0.052710179 · Participants: 534Retirement Plan for Employees of Lenoir-Rhyne UniversityThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Retirement Plan for Employees of Lenoir-Rhyne University vs. nearby Other plans in North Carolina, assets vs. participants

Retirement Plan for Employees of Lenoir-Rhyne University's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Claremont Colleges, Inc. Academic Retirement Plan in CA ($53M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Lenoir-Rhyne University assets move in 2022?
Retirement Plan for Employees of Lenoir-Rhyne University pulled back noticeably - down 13.0% during 2022, from $61M to $53M. Reported net income was -$8M.
How have Lenoir-Rhyne University plan assets changed over time?
Across 2 plan years on file (2022-2023), Lenoir-Rhyne University's sponsor-wide assets grew 10.0%, from $53M to $58M.
Where does Retirement Plan for Employees of Lenoir-Rhyne University rank by assets among Form 5500 filers?
Retirement Plan for Employees of Lenoir-Rhyne University ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Retirement Plan for Employees of Lenoir-Rhyne University?
Among Other plans in other states, the closest by assets is The Claremont Colleges, Inc. Academic Retirement Plan in CA ($53M, 381 participants).
Which Other plans cover a similar participant headcount to Retirement Plan for Employees of Lenoir-Rhyne University?
Among Other plans in other states, the closest by covered participants is Huggins Hospital Retirement Savings Plan in NH (533 participants, $34M in assets).