Defined Benefit (Pension) · DOL Form 5500 · 2023

Saint Augustines University Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$101,148
Avg per participant Below avg balance/head
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Official DOL plan name: Saint Augustines University Employees Pension Plan · Sponsored by Saint Augustines University · North Carolina · Educational Services

$14M in assets, 135 participants

Saint Augustines University's Saint Augustines University Employees Pension Plan reported $14M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,779 in Educational Services (3,735 peers)

Coverage in North Carolina

Saint Augustines University Employees Pension Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#1,779
in Educational Services (3,735 peers)
+3.4%
assets growth YoY

Saint Augustines University Employees Pension Plan's mid-pack asset rank among Educational Services and all filers

Saint Augustines University Employees Pension Plan vs every filed plan by assets

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

$13,655,008 Top 35% higher than 65% 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

Saint Augustines University Employees Pension 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. Saint Augustines University Employees Pension Plan sits mid-pack in the medium band (135 participants).

DOL schedule card

Filing strip 541107332 · Saint Augustines University PY 2023 · Defined Benefit (Pension)

Saint Augustines University Employees Pension Plan · $14M · 135 · 65th

  • TYPE $14M
  • NET 135
  • BOOK 65th
  • VS-ST Defined Benefit (Pension)
  • BOY near Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees
  • SCH ind #1779

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 →

Saint Augustines University Employees Pension Plan in the asset neighbourhood

Maspeth Federal Savings & Loan Association Pension TrustMaspeth Federal Savings & Lo…$14MThe Falkirk Mining Company Pension PlanThe Falkirk Mining Company P…$14MSaint Augustines University Employees Pension PlanSaint Augustines University …$14MKenosha Beef International, Ltd. Employees' Pension Plan for Non-Union EmployeesKenosha Beef International, …$14MPlasterers Local 1 Pension PlanPlasterers Local 1 Pension P…$14M
End-of-year total assets ($M) among Saint Augustines University Employees Pension Plan and nearest nationwide Defined Benefit (Pension) 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$446K
Employer EIN541107332
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Augustines University)

Sponsor-wide plan assets over time

All Saint Augustines University plans reported in each filing year

Latest sponsor-wide plan assets
$14M 0.9913066327020827% vs 2023
2024 filing year
$13.6M$13.7M$13.7M$13.8M$13.8M$13.9M 20232024 $13.7M $13.8M ▲ +1.0%
Year Plans Participants Total Assets
2023 1 135 $14M
2024 1 97 $14M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Saint Augustines University Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Saint Augustines University Employees Pension Plan, Total assets ($B): 0.013655008 · Participants: 135Saint Augustines University Employees Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Saint Augustines University Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Saint Augustines University Employees Pension Plan side-by-side with 3 peers →

Saint Augustines University Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees in WI ($14M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Saint Augustines University Employees Pension Plan assets move in 2023? ▼
Saint Augustines University Employees Pension Plan edged up modestly - up 3.4% during 2023, from $13M to $14M. Reported net income was $446K.
How have Saint Augustines University plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Saint Augustines University's sponsor-wide assets grew 1.0%, from $14M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Saint Augustines University Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kenosha Beef International, Ltd. Employees' Pension Plan for Non-Union Employees in WI ($14M, 374 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Saint Augustines University Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Retirement Plan in MO (135 participants, $36M 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 541107332.

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.