Other · DOL Form 5500 · 2024
Southern Wesleyan University Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $154,657
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Wesleyan University DC Plan · Sponsored by Southern Wesleyan University · South Carolina · Educational Services
$24M in assets, 154 participants
Southern Wesleyan University's Southern Wesleyan University DC Plan reported $24M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,078 in Educational Services (3,638 peers)
Coverage in South Carolina
Southern Wesleyan University DC Plan covers 154 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $24M.
- #2,078
- in Educational Services (3,638 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Wesleyan University DC Plan's outsized position by total assets
Southern Wesleyan University DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,817,179 Top 27% higher than 73% 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
Southern Wesleyan University DC 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. Southern Wesleyan University DC Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Wesleyan University DC Plan reported net income fell from $2M in the plan year 2023 filing to -$226K in the plan year 2024 filing.
- Southern Wesleyan University DC Plan reported participants rose from 151 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- Southern Wesleyan University DC Plan end-of-year assets fell from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 570324936 · Southern Wesleyan University PY 2024 · Other
Southern Wesleyan University DC Plan · $24M · 154 · 73rd
- TYPE $24M
- NET 154
- BOOK 73rd
- VS-ST Other
- BOY near Quincy University DC Retirement Plan
- SCH ind #2078
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 →
Southern Wesleyan University DC Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$226K |
| Employer EIN | 570324936 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Wesleyan University)
Sponsor-wide plan assets over time
All Southern Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 8.09277837016994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $22M |
| 2023 | 1 | 151 | $24M |
| 2024 | 1 | 154 | $24M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $939M · 29,196
- Roper St. Francis Healthcare 403(b) Plan $664M · 6,443
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
Southern Wesleyan University DC Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Quincy University DC Retirement Plan in IL ($24M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 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.