Other · DOL Form 5500 · 2023
College Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $37M
- Total assets
- 143
- Participants
- 82nd
- Percentile by assets
- $256,629
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $37M
- total plan assets (2023 EOY)
- 143
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $256,629
- avg assets per participant
Where College Foundation, Inc. Defined Contribution Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. College Foundation, Inc. Defined Contribution Retirement Plan reports 143 participants - about 17% of that state average ($37M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 566046937 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Foundation, Inc.)
| 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
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Similar-Sized Other Plans Nationally
Other plans in other states closest to College Foundation, Inc. Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on College Foundation, Inc. Defined Contribution Retirement Plan's numbers.
- By total assets, College Foundation, Inc. Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- College Foundation, Inc.'s sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Educational Services plans