Other · DOL Form 5500 · 2024

Gardner-Webb University , Inc. Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
362
Participants Below avg headcount
89th
Percentile by assets National rank
$230,165
Avg per participant Above avg balance/head
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Official DOL plan name: Gardner-Webb University Pension Plan · Sponsored by Gardner-Webb University , Inc. · North Carolina · Educational Services

$83M in assets, 362 participants

Gardner-Webb University , Inc.'s Gardner-Webb University Pension Plan reported $83M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,918 in Educational Services (3,638 peers)

Coverage in North Carolina

Gardner-Webb University Pension Plan covers 362 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $83M.

#2,918
in Educational Services (3,638 peers)
+3.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Gardner-Webb University Pension Plan's outsized position by total assets

Gardner-Webb University Pension Plan vs every filed plan by assets

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

$83,319,651 Top 11% higher than 89% 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

Gardner-Webb University Pension 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. Gardner-Webb University Pension Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gardner-Webb University Pension Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Gardner-Webb University Pension Plan reported participants fell from 387 in the plan year 2023 filing to 362 in the plan year 2024 filing.
  • Gardner-Webb University Pension Plan end-of-year assets rose from $81M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560529972 · Gardner-Webb University , Inc. PY 2024 · Other

Gardner-Webb University Pension Plan · $83M · 362 · 89th

  • BOOK $83M
  • VS-ST 362
  • BOY 89th
  • SCH Other
  • EBSA near Pressley Ridge Retirement Plan
  • PART ind #2918

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 →

Gardner-Webb University Pension Plan in the asset neighbourhood

The Kinkaid School 403(b) PlanThe Kinkaid School 403(b) Pl…$83MGardner-Webb University Pension PlanGardner-Webb University Pens…$83MPressley Ridge Retirement PlanPressley Ridge Retirement Pl…$83MChambersburg Hospital Bargaining 403(b) PlanChambersburg Hospital Bargai…$83MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$83M
End-of-year total assets ($M) among Gardner-Webb University Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$83M
Net Income$3M
Employer EIN560529972
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gardner-Webb University , Inc.)

Sponsor-wide plan assets over time

All Gardner-Webb University , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 14.91755244835202% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $72.5M $83.3M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 590 $73M
2023 1 387 $81M
2024 1 362 $83M

Nearby Other Plans in North Carolina

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

Gardner-Webb University Pension Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Gardner-Webb University Pension Plan, Total assets ($B): 0.083319651 · Participants: 362Gardner-Webb University Pension 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
Gardner-Webb University Pension Plan vs. nearby Other plans in North Carolina, assets vs. participants

Gardner-Webb University Pension Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Pressley Ridge Retirement Plan in PA ($83M); by covered participants it is Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan in MA (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Gardner-Webb University Pension Plan assets move in 2024? ▼
Gardner-Webb University Pension Plan edged up modestly - up 3.1% during 2024, from $81M to $83M. Reported net income was $3M.
How have Gardner-Webb University , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gardner-Webb University , Inc.'s sponsor-wide assets grew 14.9%, from $73M to $83M.
Where does Gardner-Webb University Pension Plan rank by assets among Form 5500 filers? ▼
Gardner-Webb University Pension Plan ranks in the 89th 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 Gardner-Webb University Pension Plan? ▼
Among Other plans in other states, the closest by assets is Pressley Ridge Retirement Plan in PA ($83M, 1,010 participants).
Which Other plans cover a similar participant headcount to Gardner-Webb University Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan in MA (362 participants, $8M in assets).