Other · DOL Form 5500 · 2023
Warren Wilson College, Inc. Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $185,819
- Avg per participant Above avg balance/head
Official DOL plan name: Warren Wilson College 403(b) DC Plan · Sponsored by Warren Wilson College, Inc. · North Carolina · Educational Services
$41M in assets, 222 participants
Warren Wilson College, Inc.'s Warren Wilson College 403(b) DC Plan reported $41M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,621 in Educational Services (3,735 peers)
Coverage in North Carolina
Warren Wilson College 403(b) DC Plan covers 222 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $41M.
- #2,621
- in Educational Services (3,735 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Warren Wilson College 403(b) DC Plan's outsized position by total assets
Warren Wilson College 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,251,884 Top 17% higher than 83% 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
Warren Wilson College 403(b) DC 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. Warren Wilson College 403(b) DC Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warren Wilson College 403(b) DC Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Warren Wilson College 403(b) DC Plan reported participants fell from 242 in the plan year 2022 filing to 222 in the plan year 2023 filing.
- Warren Wilson College 403(b) DC Plan end-of-year assets rose from $38M in the plan year 2022 filing to $41M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560767736 · Warren Wilson College, Inc. PY 2023 · Other
Warren Wilson College 403(b) DC Plan · $41M · 222 · 83rd
- PHOTO $41M
- PHOTO 222
- PHOTO 83rd
- PHOTO Other
- PHOTO near Huggins Hospital Retirement Savings Plan
- PHOTO ind #2621
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 →
Warren Wilson College 403(b) DC Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 560767736 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warren Wilson College, Inc.)
Sponsor-wide plan assets over time
All Warren Wilson College, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 9.155356508901894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $38M |
| 2023 | 1 | 222 | $41M |
| 2024 | 1 | 233 | $42M |
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
Warren Wilson College 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Huggins Hospital Retirement Savings Plan in NH ($41M); by covered participants it is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Huggins Hospital Retirement Savings Plan (NH) $41M · 637
- The Thacher School DC Retirement Plan (CA) $41M · 222
- Lightwave Dental Retirement Plan (VA) $41M · N/A
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) $41M · 1,202
Similar participant headcount
Nearest other-state filings by covered participants (222 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.