Other · DOL Form 5500 · 2024

Queens University of Charlotte Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
334
Participants Below avg headcount
87th
Percentile by assets National rank
$199,951
Avg per participant Above avg balance/head
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Official DOL plan name: Queens University of Charlotte Retirement Plan · Sponsored by Queens University of Charlotte · North Carolina · Educational Services

$67M in assets, 334 participants

Queens University of Charlotte's Queens University of Charlotte Retirement Plan reported $67M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,799 in Educational Services (3,638 peers)

Coverage in North Carolina

Queens University of Charlotte Retirement Plan covers 334 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $67M.

#2,799
in Educational Services (3,638 peers)
+1.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Queens University of Charlotte Retirement Plan's outsized position by total assets

Queens University of Charlotte Retirement Plan vs every filed plan by assets

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

$66,783,720 Top 13% higher than 87% 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

Queens University of Charlotte Retirement 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. Queens University of Charlotte Retirement Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Queens University of Charlotte Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Queens University of Charlotte Retirement Plan reported participants rose from 259 in the plan year 2023 filing to 334 in the plan year 2024 filing.
  • Queens University of Charlotte Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560530003 · Queens University of Charlotte PY 2024 · Other

Queens University of Charlotte Retirement Plan · $67M · 334 · 87th

  • IND $67M
  • IND 334
  • IND 87th
  • IND Other
  • IND near New York University Retirement Plan for Adjunct Faculty Members
  • IND ind #2799

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 →

Queens University of Charlotte Retirement Plan in the asset neighbourhood

Belmont Hill School Defined Contribution Retirement PlanBelmont Hill School Defined …$67MNew York University Retirement Plan for Adjunct Faculty MembersNew York University Retireme…$67MQueens University of Charlotte Retirement PlanQueens University of Charlot…$67MBrooks School DC Retirement PlanBrooks School DC Retirement …$67MCastilleja School Foundation DC PlanCastilleja School Foundation…$67M
End-of-year total assets ($M) among Queens University of Charlotte Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$67M
Net Income$1M
Employer EIN560530003
Plan Effective Date1945-08-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Queens University of Charlotte)

Sponsor-wide plan assets over time

All Queens University of Charlotte plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.33668912077775% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $66.8M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 1,541 $59M
2023 2 446 $66M
2024 1 334 $67M

Nearby Other Plans in North Carolina

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

Queens University of Charlotte Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Queens University of Charlotte Retirement Plan, Total assets ($B): 0.06678372 · Participants: 334Queens University of Charlotte Retirement 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
Queens University of Charlotte Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Queens University of Charlotte Retirement Plan side-by-side with 3 peers →

Queens University of Charlotte Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is New York University Retirement Plan for Adjunct Faculty Members in NY ($67M); by covered participants it is 403(b) Thrift Plan for Cpc Integrated Health, Inc. in NJ (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Queens University of Charlotte Retirement Plan assets move in 2024? ▼
Queens University of Charlotte Retirement Plan edged up modestly - up 1.7% during 2024, from $66M to $67M. Reported net income was $1M.
How have Queens University of Charlotte plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Queens University of Charlotte's sponsor-wide assets grew 13.3%, from $59M to $67M.
Where does Queens University of Charlotte Retirement Plan rank by assets among Form 5500 filers? ▼
Queens University of Charlotte Retirement Plan ranks in the 87th 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 Queens University of Charlotte Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New York University Retirement Plan for Adjunct Faculty Members in NY ($67M, 4,872 participants).
Which Other plans cover a similar participant headcount to Queens University of Charlotte Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Cpc Integrated Health, Inc. in NJ (334 participants, $29M in assets).

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 560530003.

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.