Other · DOL Form 5500 · 2024
Furman University Retirement Plan
Data updated 2026-08-25
- $347M
- Total assets Above avg plan size
- 1,412
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $245,593
- Avg per participant Above avg balance/head
Official DOL plan name: Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Furman University · South Carolina · Educational Services
$347M in assets, 1,412 participants
Furman University's Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported $347M in total assets and 1,412 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,421 in Educational Services (3,638 peers)
Coverage in South Carolina
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan covers 1,412 participants in South Carolina, 3.8x the typical South Carolina plan (state average ~369 per filing). Assets: $347M.
- #3,421
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$346,776,758 Top 4% higher than 96% 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
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan lands in the large band (1,412 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants fell from 1,710 in the plan year 2023 filing to 1,412 in the plan year 2024 filing.
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $325M in the plan year 2023 filing to $347M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 570314395 · Furman University PY 2024 · Other
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan · $347M · 1,412 · 96th
- PCT $347M
- PCT 1,412
- PCT 96th
- PCT Other
- PCT near St. Lawrence University 403(b) Retirement Plan
- PCT ind #3421
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 →
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $325M |
|---|---|
| Net Assets (End of Year) | $347M |
| Net Income | $22M |
| Employer EIN | 570314395 |
| Plan Effective Date | 1941-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Furman University)
Sponsor-wide plan assets over time
All Furman University plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 19.019844467361533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,000 | $291M |
| 2023 | 1 | 1,710 | $325M |
| 2024 | 1 | 1,412 | $347M |
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
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
- Uma Supplemental 403(b) Plan $158M · 2,799
Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is St. Lawrence University 403(b) Retirement Plan in NY ($346M); by covered participants it is Seven Counties Services Retirement Savings Plan in KY (1,411 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($347M here).
- St. Lawrence University 403(b) Retirement Plan (NY) $346M · 735
- Medical Faculty Associates 403(b) Plan (DC) $345M · 1,696
- Phillips Academy Retirement Plan (MA) $349M · 756
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) $344M · 3,565
Similar participant headcount
Nearest other-state filings by covered participants (1,412 participants); asset peers above are excluded.
- Seven Counties Services Retirement Savings Plan (KY) 1,411 · 1 off
- Jm Eagle Employees' Pension Plan (CA) 1,413 · 1 off
- University of Miami Retirement Savings Plan II (FL) 1,414 · 2 off
- St. Luke's Cornwall Hospital 403(b) Retirement Plan (NY) 1,414 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.