Other · DOL Form 5500 · 2024
Barton College Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 185
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $150,427
- Avg per participant Above avg balance/head
Official DOL plan name: Barton College Retirement Plan · Sponsored by Barton College · North Carolina · Educational Services
$28M in assets, 185 participants
Barton College's Barton College Retirement Plan reported $28M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,197 in Educational Services (3,638 peers)
Coverage in North Carolina
Barton College Retirement Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #2,197
- in Educational Services (3,638 peers)
- +3.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Barton College Retirement Plan's outsized position by total assets
Barton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,829,002 Top 24% higher than 76% 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
Barton College 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. Barton College Retirement Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barton College Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $900K in the plan year 2024 filing.
- Barton College Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560529933 · Barton College PY 2024 · Other
Barton College Retirement Plan · $28M · 185 · 76th
- PART $28M
- PART 185
- PART 76th
- PART Other
- PART near Institute for the Future DC Plan
- PART ind #2197
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 →
Barton College Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $900K |
| Employer EIN | 560529933 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barton College)
Sponsor-wide plan assets over time
All Barton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.17227873148121% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $24M |
| 2023 | 1 | 185 | $27M |
| 2024 | 1 | 185 | $28M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Barton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Institute for the Future DC Plan in CA ($28M); by covered participants it is Spie Retirement Plan in WA (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Spie Retirement Plan (WA) 185 · 0 off
- 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas (TX) 185 · 0 off
- Shorecrest Preparatory School 403(b) DC Plan (FL) 185 · 0 off
- Schools for Children, Inc. 403(b) Retirement Plan (MA) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.