Other · DOL Form 5500 · 2024

North Carolina Wesleyan University Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
148
Participants Small participant base
77th
Percentile by assets National rank
$198,519
Avg per participant Above avg balance/head
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Official DOL plan name: North Carolina Wesleyan University Retirement Plan · Sponsored by North Carolina Wesleyan University · North Carolina · Educational Services

$29M in assets, 148 participants

North Carolina Wesleyan University's North Carolina Wesleyan University Retirement Plan reported $29M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,236 in Educational Services (3,638 peers)

Coverage in North Carolina

North Carolina Wesleyan University Retirement Plan covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $29M.

#2,236
in Educational Services (3,638 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

North Carolina Wesleyan University Retirement Plan's outsized position by total assets

North Carolina Wesleyan University Retirement Plan vs every filed plan by assets

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

$29,380,790 Top 23% higher than 77% 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

North Carolina Wesleyan University 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. North Carolina Wesleyan University Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Wesleyan University Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • North Carolina Wesleyan University Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • North Carolina Wesleyan University Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560686603 · North Carolina Wesleyan University PY 2024 · Other

North Carolina Wesleyan University Retirement Plan · $29M · 148 · 77th

  • BOY $29M
  • BOY 148
  • BOY 77th
  • BOY Other
  • BOY near 403(b) Thrift Plan for Cpc Integrated Health, Inc.
  • BOY ind #2236

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 →

North Carolina Wesleyan University Retirement Plan in the asset neighbourhood

North Carolina Wesleyan University Retirement PlanNorth Carolina Wesleyan Univ…$29M403(b) Thrift Plan for Cpc Integrated Health, Inc.403(b) Thrift Plan for Cpc I…$29MHelen Keller Services for the Blind 403(b) PlanHelen Keller Services for th…$29MHeritage Hall 403(b) DC and Tda PlanHeritage Hall 403(b) DC and …$29MUtah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$29M
End-of-year total assets ($M) among North Carolina Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN560686603
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Wesleyan University)

Sponsor-wide plan assets over time

All North Carolina Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.482248027914565% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $29.4M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 147 $23M
2023 1 143 $27M
2024 1 148 $29M

Nearby Other Plans in North Carolina

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

North Carolina Wesleyan University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants North Carolina Wesleyan University Retirement Plan, Total assets ($B): 0.02938079 · Participants: 148North Carolina Wesleyan University 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
North Carolina Wesleyan University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

North Carolina Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan for Cpc Integrated Health, Inc. in NJ ($29M); by covered participants it is Western Reserve Academy Faculty and Staff Retirement Plan in OH (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 North Carolina Wesleyan University Retirement Plan assets move in 2024?
North Carolina Wesleyan University Retirement Plan grew at a solid clip - up 10.8% during 2024, from $27M to $29M. Reported net income was $3M.
How have North Carolina Wesleyan University plan assets changed over time?
Across 3 plan years on file (2022-2024), North Carolina Wesleyan University's sponsor-wide assets grew 25.5%, from $23M to $29M.
Where does North Carolina Wesleyan University Retirement Plan rank by assets among Form 5500 filers?
North Carolina Wesleyan University Retirement Plan ranks in the 77th 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 North Carolina Wesleyan University Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Cpc Integrated Health, Inc. in NJ ($29M, 334 participants).
Which Other plans cover a similar participant headcount to North Carolina Wesleyan University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Western Reserve Academy Faculty and Staff Retirement Plan in OH (148 participants, $30M in assets).