Other · DOL Form 5500 · 2024
Belmont Abbey College, Inc. Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 270
- Participants
- 80th
- Percentile by assets
- $129,062
- Avg per participant
Official DOL plan name: Belmont Abbey College Retirement Plan · Sponsored by Belmont Abbey College, Inc. · North Carolina · Educational Services
$35M in assets, 270 participants
Belmont Abbey College, Inc.'s Belmont Abbey College Retirement Plan reported $35M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #2,362 in Educational Services (3,638 peers)
Coverage in North Carolina
Belmont Abbey College Retirement Plan covers 270 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 270
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $129,062
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Belmont Abbey College Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Belmont Abbey College Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Belmont Abbey College Retirement Plan reported participants fell from 278 in the plan year 2023 filing to 270 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Belmont Abbey College Retirement Plan reports 270 participants - about 33% of that state average ($35M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 560547498 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Abbey College, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $27M |
| 2023 | 1 | 278 | $31M |
| 2024 | 1 | 270 | $35M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Similar-Sized Other Plans Nationally
Other plans in other states closest to Belmont Abbey College Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Belmont Abbey College Retirement Plan
Filing takeaways
Ways to act on Belmont Abbey College Retirement Plan's numbers.
- By total assets, Belmont Abbey College 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
- Belmont Abbey College, Inc.'s sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Educational Services plans