Other · DOL Form 5500 · 2023

Wofford College Retirement Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
455
Participants Below avg headcount
91st
Percentile by assets National rank
$211,946
Avg per participant Above avg balance/head
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Official DOL plan name: Wofford College Defined Contribution Retirement Plan · Sponsored by Wofford College · South Carolina · Educational Services

$96M in assets, 455 participants

Wofford College's Wofford College Defined Contribution Retirement Plan reported $96M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,148 in Educational Services (3,735 peers)

Where Wofford College Defined Contribution Retirement Plan sits by assets

Wofford College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $96M for 455 participants (~$211,946/participant), up 13.1% in 2023.

#3,148
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Wofford College Defined Contribution Retirement Plan's outsized position by total assets

Wofford College Defined Contribution Retirement Plan vs every filed plan by assets

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

$96,435,333 Top 9% higher than 91% 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

Wofford College 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. Wofford College Defined Contribution Retirement Plan sits mid-pack in the medium band (455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wofford College Defined Contribution Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wofford College Defined Contribution Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Wofford College Defined Contribution Retirement Plan reported participants rose from 428 in the plan year 2022 filing to 455 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570314422 · Wofford College PY 2023 · Other

Wofford College Defined Contribution Retirement Plan · $96M · 455 · 91st

  • TYPE $96M
  • TYPE 455
  • TYPE 91st
  • TYPE Other
  • TYPE near The Chapin School Retirement and Savings Plan
  • TYPE ind #3148

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 South Carolina →

Wofford College Defined Contribution Retirement Plan in the asset neighbourhood

Franciscan University of Steubenville Defined Contribution Retirement PlanFranciscan University of Ste…$97MLawrence Technological University DC Retirement PlanLawrence Technological Unive…$97MThe Chapin School Retirement and Savings PlanThe Chapin School Retirement…$97MWofford College Defined Contribution Retirement PlanWofford College Defined Cont…$96MHockaday School Defined Contribution PlanHockaday School Defined Cont…$96M
End-of-year total assets ($M) among Wofford College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$96M
Net Income$11M
Employer EIN570314422
Plan Effective Date1949-06-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Wofford College)

Sponsor-wide plan assets over time

All Wofford College plans reported in each filing year

Latest sponsor-wide plan assets
$109M 27.373754807917877% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.3M $109M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 428 $85M
2023 1 455 $96M
2024 1 447 $109M

Nearby Other Plans in South Carolina

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

Wofford College Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 02004006008001000 Total assets ($M) Participants Wofford College Defined Contribution Retirement Plan, Total assets ($M): 96.435333 · Participants: 455Wofford College Defined Contribution Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Wofford College Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Wofford College Defined Contribution Retirement Plan side-by-side with 3 peers →

Wofford College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is The Chapin School Retirement and Savings Plan in NY ($97M); by covered participants it is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Wofford College Defined Contribution Retirement Plan assets move in 2023? ▼
Wofford College Defined Contribution Retirement Plan grew at a solid clip - up 13.1% during 2023, from $85M to $96M. Reported net income was $11M.
How have Wofford College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wofford College's sponsor-wide assets grew 27.4%, from $85M to $109M.
Where does Wofford College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Wofford College Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Wofford College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Chapin School Retirement and Savings Plan in NY ($97M, 235 participants).
Which Other plans cover a similar participant headcount to Wofford College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants, $76M 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 570314422.

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.