Money Purchase · DOL Form 5500 · 2023
Wake Forest University Health Sciences Money Purchase Plan
Data updated 2026-08-25
- $504M
- Total assets Above avg plan size
- 2,131
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $236,345
- Avg per participant Above avg balance/head
Official DOL plan name: Money Purchase Pension Plan of Wake Forest University Health Sciences · Sponsored by Wake Forest University Health Sciences · North Carolina · Educational Services
$504M in assets, 2,131 participants
Wake Forest University Health Sciences's Money Purchase Pension Plan of Wake Forest University Health Sciences reported $504M in total assets and 2,131 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,596 in Educational Services (3,735 peers)
Coverage in North Carolina
Money Purchase Pension Plan of Wake Forest University Health Sciences covers 2,131 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $504M.
- #3,596
- in Educational Services (3,735 peers)
- +5.2%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Money Purchase Pension Plan of Wake Forest University Health Sciences's outsized position by total assets
Money Purchase Pension Plan of Wake Forest University Health Sciences vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$503,650,953 Top 3% higher than 97% 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
Money Purchase Pension Plan of Wake Forest University Health Sciences'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. Money Purchase Pension Plan of Wake Forest University Health Sciences lands in the large band (2,131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Money Purchase Pension Plan of Wake Forest University Health Sciences reported net income rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Money Purchase Pension Plan of Wake Forest University Health Sciences reported participants fell from 2,393 in the plan year 2022 filing to 2,131 in the plan year 2023 filing.
- Money Purchase Pension Plan of Wake Forest University Health Sciences end-of-year assets rose from $479M in the plan year 2022 filing to $504M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 223849199 · Wake Forest University Health Sciences PY 2023 · Money Purchase
Money Purchase Pension Plan of Wake Forest University Health Sciences · $504M · 2,131 · 97th
- PHOTO $504M
- PHOTO 2,131
- PHOTO 97th
- PHOTO Money Purchase
- PHOTO near Bay Area Painters & Tapers Annuity Fund
- PHOTO ind #3596
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 →
Money Purchase Pension Plan of Wake Forest University Health Sciences in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $479M |
|---|---|
| Net Assets (End of Year) | $504M |
| Net Income | $25M |
| Employer EIN | 223849199 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University Health Sciences)
Sponsor-wide plan assets over time
All Wake Forest University Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $522M 9.04280868587148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,393 | $479M |
| 2023 | 1 | 2,131 | $504M |
| 2024 | 1 | 1,997 | $522M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $20M · 1,062
Money Purchase Pension Plan of Wake Forest University Health Sciences's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Bay Area Painters & Tapers Annuity Fund in CA ($504M); by covered participants it is Cement Masons' Local 502 and Plasterers' Area 5 an in IL (2,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504M here).
- Bay Area Painters & Tapers Annuity Fund (CA) $504M · 6,552
- Kaiser Permanente Washington Defined Contribution Plan (CA) $504M · 7,322
- The Children's Mercy Hospital Retirement Plan (MO) $503M · 6,519
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $500M · 17,454
Similar participant headcount
Nearest other-state filings by covered participants (2,131 participants); asset peers above are excluded.
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,127 · 4 off
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,135 · 4 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,122 · 9 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,120 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.