Other · DOL Form 5500 · 2023

Shaw University Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
375
Participants Below avg headcount
66th
Percentile by assets National rank
$37,245
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shaw University Defined Contribution Plan · Sponsored by Shaw University · North Carolina · Educational Services

$14M in assets, 375 participants

Shaw University's Shaw University Defined Contribution Plan reported $14M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,798 in Educational Services (3,735 peers)

Coverage in North Carolina

Shaw University Defined Contribution Plan covers 375 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#1,798
in Educational Services (3,735 peers)
+6.5%
assets growth YoY

Shaw University Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers

Shaw University Defined Contribution Plan vs every filed plan by assets

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

$13,966,782 Top 34% higher than 66% 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

Shaw University Defined Contribution 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. Shaw University Defined Contribution Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaw University Defined Contribution Plan reported net income rose from -$2M in the plan year 2022 filing to $855K in the plan year 2023 filing.
  • Shaw University Defined Contribution Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Shaw University Defined Contribution Plan reported participants rose from 356 in the plan year 2022 filing to 375 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560530235 · Shaw University PY 2023 · Other

Shaw University Defined Contribution Plan · $14M · 375 · 66th

  • BOY $14M
  • SCH 375
  • EBSA 66th
  • PART Other
  • TYPE near Advance Care Alliance of New York Inc. 403(b) Plan
  • NET ind #1798

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

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement CorporationSafe-Harbor 401(k) Profit-Sh…$14MShaw University Defined Contribution PlanShaw University Defined Cont…$14MAdvance Care Alliance of New York Inc. 403(b) PlanAdvance Care Alliance of New…$14MSiskiyou Community Health Center, Inc. 403(b) PlanSiskiyou Community Health Ce…$14MLake Forest Country Day School 403bLake Forest Country Day Scho…$14M
End-of-year total assets ($M) among Shaw University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$855K
Employer EIN560530235
Plan Effective Date1961-03-01
Filing StatusFILING 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
$13M$13.5M$14M$14.5M 20222023 $13.1M $14M ▲ +6.6%
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.

Shaw University Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Shaw University Defined Contribution Plan, Total assets ($B): 0.013966782 · Participants: 375Shaw University Defined Contribution 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
Shaw University Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Shaw University Defined Contribution Plan side-by-side with 3 peers →

Shaw University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Advance Care Alliance of New York Inc. 403(b) Plan in NY ($14M); by covered participants it is Vanderheyden Hall Employee 403(b) Plan in NY (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Shaw University Defined Contribution Plan assets move in 2023? ▼
Shaw University Defined Contribution Plan grew at a solid clip - up 6.5% during 2023, from $13M to $14M. Reported net income was $855K.
How have Shaw University plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shaw University's sponsor-wide assets grew 6.5%, from $13M to $14M.
Which Other plans are similar in size to Shaw University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Advance Care Alliance of New York Inc. 403(b) Plan in NY ($14M, 963 participants).
Which Other plans cover a similar participant headcount to Shaw University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Vanderheyden Hall Employee 403(b) Plan in NY (375 participants, $5M 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 560530235.

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.