Other · DOL Form 5500 · 2023

College Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
143
Participants Small participant base
82nd
Percentile by assets National rank
$256,629
Avg per participant Above avg balance/head
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Official DOL plan name: College Foundation, Inc. Defined Contribution Retirement Plan · Sponsored by College Foundation, Inc. · North Carolina · Educational Services

$37M in assets, 143 participants

College Foundation, Inc.'s College Foundation, Inc. Defined Contribution Retirement Plan reported $37M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,538 in Educational Services (3,735 peers)

Coverage in North Carolina

College Foundation, Inc. Defined Contribution Retirement Plan covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $37M.

#2,538
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

College Foundation, Inc. Defined Contribution Retirement Plan's outsized position by total assets

College Foundation, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$36,698,006 Top 18% higher than 82% 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

College Foundation, Inc. Defined Contribution Retirement 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. College Foundation, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • College Foundation, Inc. Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • College Foundation, Inc. Defined Contribution Retirement Plan reported participants fell from 169 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • College Foundation, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 566046937 · College Foundation, Inc. PY 2023 · Other

College Foundation, Inc. Defined Contribution Retirement Plan · $37M · 143 · 82nd

  • PCT $37M
  • EIN 143
  • RANK 82nd
  • PHOTO Other
  • IND near Lgi Services, LLC 403(b) Plan
  • EOY ind #2538

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 →

College Foundation, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

West Virginia University Research Corporation 403b Defined Contribution PlanWest Virginia University Res…$37MCollege Foundation, Inc. Defined Contribution Retirement PlanCollege Foundation, Inc. Def…$37MLgi Services, LLC 403(b) Plan$37MNational Sept 11 Memorial & Museum 403(b) PlanNational Sept 11 Memorial & …$37MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$37M
End-of-year total assets ($M) among College Foundation, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN566046937
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Foundation, Inc.)

Sponsor-wide plan assets over time

All College Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 15.090335790055153% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.3M $38.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 169 $33M
2023 1 143 $37M
2024 1 141 $38M

Nearby Other Plans in North Carolina

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

College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants College Foundation, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.036698006 · Participants: 143College Foundation, Inc. Defined Contribution Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare College Foundation, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

College Foundation, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Lgi Services, LLC 403(b) Plan in NY ($37M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 College Foundation, Inc. Defined Contribution Retirement Plan assets move in 2023? ▼
College Foundation, Inc. Defined Contribution Retirement Plan grew at a solid clip - up 10.3% during 2023, from $33M to $37M. Reported net income was $3M.
How have College Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Foundation, Inc.'s sponsor-wide assets grew 15.1%, from $33M to $38M.
Where does College Foundation, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
College Foundation, Inc. Defined Contribution Retirement Plan ranks in the 82nd 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 College Foundation, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lgi Services, LLC 403(b) Plan in NY ($37M, 159 participants).
Which Other plans cover a similar participant headcount to College Foundation, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 566046937.

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.