401(k) · DOL Form 5500 · 2024

University of Mount Olive 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
208
Participants Below avg headcount
76th
Percentile by assets National rank
$134,924
Avg per participant Near avg balance/head
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Official DOL plan name: University of Mount Olive 401(k) Plan · Sponsored by University of Mount Olive · North Carolina · Educational Services

$28M in assets, 208 participants

University of Mount Olive's University of Mount Olive 401(k) Plan reported $28M in total assets and 208 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.

  • #2,202 in Educational Services (3,638 peers)

Coverage in North Carolina

University of Mount Olive 401(k) Plan covers 208 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#2,202
in Educational Services (3,638 peers)
+2.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Mount Olive 401(k) Plan's outsized position by total assets

University of Mount Olive 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,064,098 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

University of Mount Olive 401(k) 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. University of Mount Olive 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Mount Olive 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $570K in the plan year 2024 filing.
  • University of Mount Olive 401(k) Plan reported participants fell from 274 in the plan year 2023 filing to 208 in the plan year 2024 filing.
  • University of Mount Olive 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560623936 · University of Mount Olive PY 2024 · 401(k)

University of Mount Olive 401(k) Plan · $28M · 208 · 76th

  • EOY $28M
  • 5500 208
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Evensonbest, LLC, 401(k) Plan
  • RANK ind #2202

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 →

University of Mount Olive 401(k) Plan in the asset neighbourhood

Feil Organization 401(k) Plan$28MReact Health 401(k) Plan$28MRotary Corporation 401(k) Profit Sharing PlanRotary Corporation 401(k) Pr…$28MUniversity of Mount Olive 401(k) PlanUniversity of Mount Olive 40…$28MEvensonbest, LLC, 401(k) Plan$28M
End-of-year total assets ($M) among University of Mount Olive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$570K
Employer EIN560623936
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Mount Olive)

Sponsor-wide plan assets over time

All University of Mount Olive plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.265255627205256% vs 2022
2024 filing year
$25M$26M$27M$28M$29M 202220232024 $25.7M $28.1M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 294 $26M
2023 1 274 $27M
2024 1 208 $28M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Mount Olive 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants University of Mount Olive 401(k) Plan, Total assets ($B): 0.028064098 · Participants: 208University of Mount Olive 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
University of Mount Olive 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare University of Mount Olive 401(k) Plan side-by-side with 3 peers →

University of Mount Olive 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Evensonbest, LLC, 401(k) Plan in NY ($28M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 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 (208 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.

Frequently Asked Questions

How did University of Mount Olive 401(k) Plan assets move in 2024? ▼
University of Mount Olive 401(k) Plan edged up modestly - up 2.1% during 2024, from $27M to $28M. Reported net income was $570K.
How have University of Mount Olive plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Mount Olive's sponsor-wide assets grew 9.3%, from $26M to $28M.
Where does University of Mount Olive 401(k) Plan rank by assets among Form 5500 filers? ▼
University of Mount Olive 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to University of Mount Olive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evensonbest, LLC, 401(k) Plan in NY ($28M, 230 participants).
Which 401(k) plans cover a similar participant headcount to University of Mount Olive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560623936.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.