Other · DOL Form 5500 · 2024

Converse College Retirement Plan

Data updated 2026-08-11

$45M
Total assets
155
Participants
83rd
Percentile by assets
$292,970
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$45M
total plan assets (2024 EOY)
155
covered participants
83rd
percentile by assets (of 123,622 plans)
$292,970
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Converse University Defined Contribution Retirement Plan reports 155 participants - about 42% of that state average ($45M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$45M
Net Income$2M
Employer EIN570314380
Plan Effective Date1921-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Converse College)

$40M$42M$44M$46M 202220232024 $41.3M $45.4M ▲ +10.0%
Total plan assets by year, all Converse College plans on file
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.

Converse University Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

Converse University Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants Converse University …Prisma Health 401(a)…Roper St. Francis He…Furman University De…Anmed Health Retirem…Tidelands Health 403…
Converse University Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Converse University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Converse University Defined Contribution Retirement Plan assets move in 2024?
Converse University Defined Contribution Retirement Plan edged up modestly - up 5.0% during 2024, from $43M to $45M. Reported net income was $2M.
How have Converse College plan assets changed over time?
Across 3 plan years on file (2022-2024), Converse College's sponsor-wide assets grew 9.9%, from $41M to $45M.
Where does Converse University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Converse University Defined Contribution Retirement Plan ranks in the 83rd 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 Converse University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in FL ($45M, 871 participants).

Next read for Converse University Defined Contribution…

Filing takeaways

Ways to act on Converse University Defined Contribution Retirement Plan's numbers.