Other · DOL Form 5500 · 2024
Wake Forest University Retirement Plan
Data updated 2026-08-25
- $889M
- Total assets Above avg plan size
- 3,215
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $276,629
- Avg per participant High balance/head
Official DOL plan name: Wake Forest University Retirement Plan · Sponsored by Wake Forest University · North Carolina · Educational Services
$889M in assets, 3,215 participants
Wake Forest University's Wake Forest University Retirement Plan reported $889M in total assets and 3,215 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,551 in Educational Services (3,638 peers)
Coverage in North Carolina
Wake Forest University Retirement Plan covers 3,215 participants in North Carolina, 3.9x the typical North Carolina plan (state average ~819 per filing). Assets: $889M.
- #3,551
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
- 8.9×
- vs typical plan assets (national mean)
Wake Forest University Retirement Plan's outsized position by total assets
Wake Forest University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$889,362,028 Top 2% higher than 98% 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
Wake Forest University 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. Wake Forest University Retirement Plan lands in the large band (3,215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wake Forest University Retirement Plan reported net income fell from $111M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Wake Forest University Retirement Plan end-of-year assets rose from $798M in the plan year 2023 filing to $889M in the plan year 2024 filing.
- Wake Forest University Retirement Plan reported participants rose from 3,092 in the plan year 2023 filing to 3,215 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 560532138 · Wake Forest University PY 2024 · Other
Wake Forest University Retirement Plan · $889M · 3,215 · 98th
- TYPE $889M
- NET 3,215
- BOOK 98th
- VS-ST Other
- BOY near Pace University Defined Contribution Retirement Plan
- SCH ind #3551
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 →
Wake Forest University Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $798M |
|---|---|
| Net Assets (End of Year) | $889M |
| Net Income | $92M |
| Employer EIN | 560532138 |
| Plan Effective Date | 1938-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University)
Sponsor-wide plan assets over time
All Wake Forest University plans reported in each filing year
- Latest sponsor-wide plan assets
- $889M 29.544824534450843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,632 | $687M |
| 2023 | 1 | 3,092 | $798M |
| 2024 | 1 | 3,215 | $889M |
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
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $451M · 5,933
Wake Forest University Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Pace University Defined Contribution Retirement Plan in NY ($881M); by covered participants it is Nrel 403(b) Employee Savings Plan in CO (3,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($889M here).
- Pace University Defined Contribution Retirement Plan (NY) $881M · 2,310
- Syracuse University Voluntary Retirement Plan (NY) $878M · 7,452
- Lehigh University Retirement Plan (PA) $902M · 2,874
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $875M · 1,541
Similar participant headcount
Nearest other-state filings by covered participants (3,215 participants); asset peers above are excluded.
- Nrel 403(b) Employee Savings Plan (CO) 3,207 · 8 off
- Ingalls Health System Smart Money Retirement Plan (IL) 3,235 · 20 off
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) 3,184 · 31 off
- Blanchard Valley Health System 403(b) Plan (OH) 3,252 · 37 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.