Other · DOL Form 5500 · 2023

Johnson C Smith University Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
347
Participants Below avg headcount
82nd
Percentile by assets National rank
$108,844
Avg per participant Below avg balance/head
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Official DOL plan name: Johnson C. Smith University Defined Contribution Retirement Plan · Sponsored by Johnson C Smith University · North Carolina · Educational Services

$38M in assets, 347 participants

Johnson C Smith University's Johnson C. Smith University Defined Contribution Retirement Plan reported $38M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,557 in Educational Services (3,735 peers)

Coverage in North Carolina

Johnson C. Smith University Defined Contribution Retirement Plan covers 347 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.

#2,557
in Educational Services (3,735 peers)
+8.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Johnson C. Smith University Defined Contribution Retirement Plan's outsized position by total assets

Johnson C. Smith University Defined Contribution Retirement Plan vs every filed plan by assets

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

$37,768,879 Top 18% higher than 82% 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

Johnson C. Smith University 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. Johnson C. Smith University Defined Contribution Retirement Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson C. Smith University Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Johnson C. Smith University Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Johnson C. Smith University Defined Contribution Retirement Plan reported participants rose from 340 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250983069 · Johnson C Smith University PY 2023 · Other

Johnson C. Smith University Defined Contribution Retirement Plan · $38M · 347 · 82nd

  • ASSETS $38M
  • ASSETS 347
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near The Fenn School Tda and Retirement Plan
  • ASSETS ind #2557

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 →

Johnson C. Smith University Defined Contribution Retirement Plan in the asset neighbourhood

Atlanta International School Defined Contribution PlanAtlanta International School…$38MLeadingage, Inc. Section 403(b) Savings and Retirement PlanLeadingage, Inc. Section 403…$38MThe Lebanese American University 403(b) PlanThe Lebanese American Univer…$38MJohnson C. Smith University Defined Contribution Retirement PlanJohnson C. Smith University …$38MThe Fenn School Tda and Retirement PlanThe Fenn School Tda and Reti…$38M
End-of-year total assets ($M) among Johnson C. Smith University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN250983069
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson C Smith University)

Sponsor-wide plan assets over time

All Johnson C Smith University plans reported in each filing year

Latest sponsor-wide plan assets
$40M 13.884208613919935% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35M $39.8M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 340 $35M
2023 1 347 $38M
2024 1 409 $40M

Nearby Other Plans in North Carolina

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

Johnson C. Smith University Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Johnson C. Smith University Defined Contribution Retirement Plan, Total assets ($B): 0.037768879 · Participants: 347Johnson C. Smith University Defined Contribution Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Johnson C. Smith University Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Johnson C. Smith University Defined Contribution Retirement Plan side-by-side with 3 peers →

Johnson C. Smith University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Fenn School Tda and Retirement Plan in MA ($38M); by covered participants it is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Johnson C. Smith University Defined Contribution Retirement Plan assets move in 2023? ▼
Johnson C. Smith University Defined Contribution Retirement Plan grew at a solid clip - up 8.0% during 2023, from $35M to $38M. Reported net income was $3M.
How have Johnson C Smith University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson C Smith University's sponsor-wide assets grew 13.9%, from $35M to $40M.
Where does Johnson C. Smith University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Johnson C. Smith University Defined Contribution Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Johnson C. Smith University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Fenn School Tda and Retirement Plan in MA ($38M, 97 participants).
Which Other plans cover a similar participant headcount to Johnson C. Smith University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants, $23M 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 250983069.

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.