Other · DOL Form 5500 · 2023

Coker University Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
147
Participants Small participant base
79th
Percentile by assets National rank
$205,773
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coker University 403(b) Defined Contribution Plan · Sponsored by Coker University · South Carolina · Educational Services

$30M in assets, 147 participants

Coker University's Coker University 403(b) Defined Contribution Plan reported $30M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,411 in Educational Services (3,735 peers)

Coverage in South Carolina

Coker University 403(b) Defined Contribution Plan covers 147 participants in South Carolina, about 40% of the average South Carolina filer (state average ~369 per filing). Assets: $30M.

#2,411
in Educational Services (3,735 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coker University 403(b) Defined Contribution Plan's outsized position by total assets

Coker University 403(b) Defined Contribution Plan vs every filed plan by assets

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

$30,248,645 Top 21% higher than 79% 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

Coker University 403(b) Defined Contribution 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. Coker University 403(b) Defined Contribution Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coker University 403(b) Defined Contribution Plan end-of-year assets rose from $29M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Coker University 403(b) Defined Contribution Plan reported participants fell from 149 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570324916 · Coker University PY 2023 · Other

Coker University 403(b) Defined Contribution Plan · $30M · 147 · 79th

  • PCT $30M
  • PCT 147
  • PCT 79th
  • PCT Other
  • PCT near Aga Institute Retirement Plan
  • PCT ind #2411

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 South Carolina →

Coker University 403(b) Defined Contribution Plan in the asset neighbourhood

Cape Henry Collegiate Retirement PlanCape Henry Collegiate Retire…$30MAga Institute Retirement Plan$30MCoker University 403(b) Defined Contribution PlanCoker University 403(b) Defi…$30MWestminster College 403(b) Retirement AccountWestminster College 403(b) R…$30MWaterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$30M
End-of-year total assets ($M) among Coker University 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN570324916
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coker University)

Sponsor-wide plan assets over time

All Coker University plans reported in each filing year

Latest sponsor-wide plan assets
$30M 5.012016305622494% vs 2022
2024 filing year
$28M$29M$30M$31M 202220232024 $28.5M $30M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 149 $29M
2023 1 147 $30M
2024 1 153 $30M

Nearby Other Plans in South Carolina

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

Coker University 403(b) Defined Contribution Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Coker University 403(b) Defined Contribution Plan, Total assets ($M): 30.248645 · Participants: 147Coker University 403(b) Defined Contribution PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Coker University 403(b) Defined Contribution Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Coker University 403(b) Defined Contribution Plan side-by-side with 3 peers →

Coker University 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Aga Institute Retirement Plan in MD ($30M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Coker University 403(b) Defined Contribution Plan assets move in 2023? ▼
Coker University 403(b) Defined Contribution Plan grew at a solid clip - up 6.0% during 2023, from $29M to $30M. Reported net income was $2M.
How have Coker University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coker University's sponsor-wide assets grew 5.0%, from $29M to $30M.
Where does Coker University 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Coker University 403(b) Defined Contribution Plan ranks in the 79th 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 Coker University 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Aga Institute Retirement Plan in MD ($30M, 98 participants).
Which Other plans cover a similar participant headcount to Coker University 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 570324916.

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.