Other · DOL Form 5500 · 2024

Southern Wesleyan University Retirement Plan

Data updated 2026-08-11

$24M
Total assets
154
Participants
73rd
Percentile by assets
$154,657
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
154
covered participants
73rd
percentile by assets (of 123,622 plans)
$154,657
avg assets per participant

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.

Where Southern Wesleyan University DC Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
South Carolina
Industry
Educational Services

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Southern Wesleyan University DC Plan reports 154 participants - about 42% of that state average ($24M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$226K
Employer EIN570324936
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Wesleyan University)

$21M$22M$23M$24M$25M 202220232024 $22M $23.8M ▲ +8.1%
Total plan assets by year, all Southern Wesleyan University plans on file
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.

Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50005001000 Total assets ($M) Participants Southern Wesleyan Un…, Total assets ($M): 23.817179 · Participants: 154Southern Wesleyan Un…Prisma Health 401(a)…, Total assets ($M): 938.584818 · Participants: 29196Prisma Health 401(a)…Roper St. Francis He…, Total assets ($M): 664.461024 · Participants: 6443Roper St. Francis He…Furman University De…, Total assets ($M): 346.776758 · Participants: 1412Furman University De…Anmed Health Retirem…, Total assets ($M): 236.968332 · Participants: 3605Anmed Health Retirem…Tidelands Health 403…, Total assets ($M): 203.055499 · Participants: 2284Tidelands Health 403…
Southern Wesleyan University DC Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Southern Wesleyan University DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southern Wesleyan University DC Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Wesleyan University DC Plan assets move in 2024? ▼
Southern Wesleyan University DC Plan held essentially flat - down 0.9% during 2024, from $24M to $24M. Reported net income was -$226K.
How have Southern Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Wesleyan University's sponsor-wide assets grew 8.1%, from $22M to $24M.
Which Other plans are similar in size to Southern Wesleyan University DC Plan? ▼
Among Other plans in other states, the closest by assets is Quincy University DC Retirement Plan in IL ($24M, 289 participants).

Next read for Southern Wesleyan University DC Plan

Filing takeaways

Ways to act on Southern Wesleyan University DC Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570324936.

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.