Other · DOL Form 5500 · 2024
Converse College Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 155
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $292,970
- Avg per participant High balance/head
Official DOL plan name: Converse University Defined Contribution Retirement Plan · Sponsored by Converse College · South Carolina · Educational Services
$45M in assets, 155 participants
Converse College's Converse University Defined Contribution Retirement Plan reported $45M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,549 in Educational Services (3,638 peers)
Coverage in South Carolina
Converse University Defined Contribution Retirement Plan covers 155 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $45M.
- #2,549
- in Educational Services (3,638 peers)
- +5.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Converse University Defined Contribution Retirement Plan's outsized position by total assets
Converse University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,410,396 Top 17% higher than 83% 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
Converse University Defined Contribution 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. Converse University Defined Contribution Retirement Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Converse University Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Converse University Defined Contribution Retirement Plan reported participants fell from 171 in the plan year 2023 filing to 155 in the plan year 2024 filing.
- Converse University Defined Contribution Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $45M in the plan year 2024 filing.
DOL schedule card
Filing strip 570314380 · Converse College PY 2024 · Other
Converse University Defined Contribution Retirement Plan · $45M · 155 · 83rd
- BOY $45M
- BOY 155
- BOY 83rd
- BOY Other
- BOY near Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan
- BOY ind #2549
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 →
Converse University Defined Contribution Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $2M |
| Employer EIN | 570314380 |
| Plan Effective Date | 1921-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Converse College)
Sponsor-wide plan assets over time
All Converse College plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 9.942331742972419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $41M |
| 2023 | 1 | 171 | $43M |
| 2024 | 1 | 155 | $45M |
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
Converse University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in FL ($45M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 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.