Profit Sharing · DOL Form 5500 · 2024

Spartan Methodist College Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
162
Participants Small participant base
62nd
Percentile by assets National rank
$83,693
Avg per participant Below avg balance/head
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Official DOL plan name: Spartanburg Methodist College 403(b) Plan · Sponsored by Spartan Methodist College · South Carolina · Educational Services

$14M in assets, 162 participants

Spartan Methodist College's Spartanburg Methodist College 403(b) Plan reported $14M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,640 in Educational Services (3,638 peers)

Coverage in South Carolina

Spartanburg Methodist College 403(b) Plan covers 162 participants in South Carolina, about 44% of the average South Carolina filer (state average ~369 per filing). Assets: $14M.

#1,640
in Educational Services (3,638 peers)
-3.3%
assets change YoY

The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spartanburg Methodist College 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Spartanburg Methodist College 403(b) Plan vs every filed plan by assets

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

$13,558,286 Top 38% higher than 62% 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

Spartanburg Methodist College 403(b) 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. Spartanburg Methodist College 403(b) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spartanburg Methodist College 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$465K in the plan year 2024 filing.
  • Spartanburg Methodist College 403(b) Plan reported participants rose from 155 in the plan year 2023 filing to 162 in the plan year 2024 filing.
  • Spartanburg Methodist College 403(b) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 570314415 · Spartan Methodist College PY 2024 · Profit Sharing

Spartanburg Methodist College 403(b) Plan · $14M · 162 · 62nd

  • BOOK $14M
  • BOOK 162
  • BOOK 62nd
  • BOOK Profit Sharing
  • BOOK near Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan
  • BOOK ind #1640

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 South Carolina →

Spartanburg Methodist College 403(b) Plan in the asset neighbourhood

Moody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$14MWaste Technology Services, Inc. Profit Sharing PlaWaste Technology Services, I…$14MSpartanburg Methodist College 403(b) PlanSpartanburg Methodist Colleg…$14MCharlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement PlanCharlene R. Chan, D.D.S, Inc…$14MDave Davis Plastering, Inc. Profit Sharing PlanDave Davis Plastering, Inc. …$14M
End-of-year total assets ($M) among Spartanburg Methodist College 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$465K
Employer EIN570314415
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spartan Methodist College)

Sponsor-wide plan assets over time

All Spartan Methodist College plans reported in each filing year

Latest sponsor-wide plan assets
$14M 6.137852768031371% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.8M $13.6M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 107 $13M
2023 1 155 $14M
2024 1 162 $14M

Nearby Profit Sharing Plans in South Carolina

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

Spartanburg Methodist College 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Spartanburg Methodist College 403(b) Plan, Total assets ($B): 0.013558286 · Participants: 162Spartanburg Methodist College 403(b) PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Spartanburg Methodist College 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Spartanburg Methodist College 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan in CA ($14M); by covered participants it is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (162 participants). Same-state nearby plans are listed separately above.

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 Spartanburg Methodist College 403(b) Plan assets move in 2024?
Spartanburg Methodist College 403(b) Plan edged down modestly - down 3.3% during 2024, from $14M to $14M. Reported net income was -$465K.
How have Spartan Methodist College plan assets changed over time?
Across 3 plan years on file (2022-2024), Spartan Methodist College's sponsor-wide assets grew 6.1%, from $13M to $14M.
Which Profit Sharing plans are similar in size to Spartanburg Methodist College 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Charlene R. Chan, D.D.S, Inc Profit Sharing Plan of the Fidelity Retirement Plan in CA ($14M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Spartanburg Methodist College 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (162 participants, $8M in assets).