Other · DOL Form 5500 · 2022
Shaw University Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $36,830
- Avg per participant Low balance/head
Official DOL plan name: Shaw University Defined Contribution Plan · Sponsored by Shaw University · North Carolina · Educational Services
$13M in assets, 356 participants
Shaw University's Shaw University Defined Contribution Plan reported $13M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,112 in Educational Services (4,024 peers)
Coverage in North Carolina
Shaw University Defined Contribution Plan covers 356 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.
- #2,112
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shaw University Defined Contribution Plan's outsized position by total assets
Shaw University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,111,596 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shaw University Defined Contribution Plan 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. Shaw University Defined Contribution Plan sits mid-pack in the medium band (356 participants).
Published 5500 schedule card
Filing strip 560530235 · Shaw University PY 2022 · Other
Shaw University Defined Contribution Plan · $13M · 356 · 70th
- PART $13M
- TYPE 356
- NET 70th
- BOOK Other
- VS-ST near Aao-Hnsf 403(b) Plan
- BOY ind #2112
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 →
Shaw University Defined Contribution Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 560530235 |
| Plan Effective Date | 1961-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shaw University)
Sponsor-wide plan assets over time
All Shaw University plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 6.522363867831194% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $13M |
| 2023 | 1 | 375 | $14M |
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 $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Shaw University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Aao-Hnsf 403(b) Plan in VA ($13M); by covered participants it is Emerald Heights 403(b) Plan in WA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Aao-Hnsf 403(b) Plan (VA) $13M · 51
- Dunn School DC Retirement Plan (CA) $13M · 68
- Section 403(b) Retirement Plan for Othello Community Hospital (WA) $13M · 154
- Epiphany School 403(b) DC Plan (WA) $13M · 52
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Emerald Heights 403(b) Plan (WA) 356 · 0 off
- Preferred Behavioral Health of Nj 403(b) Plan (NJ) 356 · 0 off
- Baker County Medical Services, Inc. 403(b) Retirement Plan (FL) 356 · 0 off
- Pennsylvania Psychiatric Institute Retirement Plan (PA) 356 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.