Other · DOL Form 5500 · 2024

Belmont Abbey College, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
270
Participants Below avg headcount
80th
Percentile by assets National rank
$129,062
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,362
in Educational Services (3,638 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Belmont Abbey College Retirement Plan's outsized position by total assets

Belmont Abbey College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,846,658 Top 20% higher than 80% of 123,620 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 2024

Belmont Abbey College Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Abbey College Retirement Plan sits mid-pack in the medium band (270 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560547498 · Belmont Abbey College, Inc. PY 2024 · Other

Belmont Abbey College Retirement Plan · $35M · 270 · 80th

  • EIN $35M
  • EIN 270
  • EIN 80th
  • EIN Other
  • EIN near Baker University Defined Contribution Retirement Plan
  • EIN ind #2362

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 →

Belmont Abbey College Retirement Plan in the asset neighbourhood

Belmont Abbey College Retirement PlanBelmont Abbey College Retire…$35MBaker University Defined Contribution Retirement PlanBaker University Defined Con…$35MUniversity of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$35MBoston Foundation 403(b) Plan$35MConnecticut Public Broadcasting Inc 403(b) PlanConnecticut Public Broadcast…$35M
End-of-year total assets ($M) among Belmont Abbey College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN560547498
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Abbey College, Inc.)

Sponsor-wide plan assets over time

All Belmont Abbey College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.38343625708681% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $34.9M ▲ +31.4%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Belmont Abbey College Retirement Plan, Total assets ($B): 0.034846658 · Participants: 270Belmont Abbey College Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Belmont Abbey College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Belmont Abbey College Retirement Plan side-by-side with 3 peers →

Belmont Abbey College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Baker University Defined Contribution Retirement Plan in KS ($35M); by covered participants it is National Safety Council 403(b) Retirement Plan in IL (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Belmont Abbey College Retirement Plan assets move in 2024? ▼
Belmont Abbey College Retirement Plan grew at a solid clip - up 12.8% during 2024, from $31M to $35M. Reported net income was $4M.
How have Belmont Abbey College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Abbey College, Inc.'s sponsor-wide assets grew 31.4%, from $27M to $35M.
Where does Belmont Abbey College Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Abbey College Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Baker University Defined Contribution Retirement Plan in KS ($35M, 321 participants).
Which Other plans cover a similar participant headcount to Belmont Abbey College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is National Safety Council 403(b) Retirement Plan in IL (270 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560547498.

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.