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
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
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.
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 filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 560686603 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
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.