401(k) · DOL Form 5500 · 2023
Bju, Inc. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 1,363
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $58,096
- Avg per participant Low balance/head
Official DOL plan name: The Bob Jones University Retirement Fund · Sponsored by Bju, Inc. · South Carolina · Educational Services
$79M in assets, 1,363 participants
Bju, Inc.'s The Bob Jones University Retirement Fund reported $79M in total assets and 1,363 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,041 in Educational Services (3,735 peers)
Coverage in South Carolina
The Bob Jones University Retirement Fund covers 1,363 participants in South Carolina, 3.7x the typical South Carolina plan (state average ~369 per filing). Assets: $79M.
- #3,041
- in Educational Services (3,735 peers)
- +14.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Bob Jones University Retirement Fund's outsized position by total assets
The Bob Jones University Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,184,823 Top 10% higher than 90% 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
The Bob Jones University Retirement Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bob Jones University Retirement Fund lands in the large band (1,363 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bob Jones University Retirement Fund reported net income rose from -$835K in the plan year 2022 filing to $10M in the plan year 2023 filing.
- The Bob Jones University Retirement Fund end-of-year assets rose from $69M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- The Bob Jones University Retirement Fund reported participants rose from 1,306 in the plan year 2022 filing to 1,363 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 571088101 · Bju, Inc. PY 2023 · 401(k)
The Bob Jones University Retirement Fund · $79M · 1,363 · 90th
- 5500 $79M
- 5500 1,363
- 5500 90th
- 5500 401(k)
- 5500 near Hamilton Lane Advisors, LLC 401(k) Plan
- 5500 ind #3041
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 →
The Bob Jones University Retirement Fund in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $10M |
| Employer EIN | 571088101 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bju, Inc.)
Sponsor-wide plan assets over time
All Bju, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 25.83770373710771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,306 | $69M |
| 2023 | 1 | 1,363 | $79M |
| 2024 | 1 | 1,395 | $87M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
The Bob Jones University Retirement Fund's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Hamilton Lane Advisors, LLC 401(k) Plan in PA ($79M); by covered participants it is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN (1,363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Hamilton Lane Advisors, LLC 401(k) Plan (PA) $79M · 477
- Academy of Art University 401(k) Retirement Plan (CA) $79M · 1,290
- Inari Medical, Inc. 401(k) Plan (CA) $79M · 1,047
- Mckissock 401(k) Plan (PA) $79M · 807
Similar participant headcount
Nearest other-state filings by covered participants (1,363 participants); asset peers above are excluded.
- Sumiriko Tennessee, Inc. 401(k) Savings Plan (TN) 1,363 · 0 off
- Check Point Software Technologies, Inc 401(k) Retirement Plan (CA) 1,363 · 0 off
- Jdk Management Co. L.P. Employee Savings and Retirement Plan (PA) 1,363 · 0 off
- 4imprint, Inc. 401(k) Plan (WI) 1,364 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.