Other · DOL Form 5500 · 2024

Claflin University Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
71
Participants Small participant base
48th
Percentile by assets National rank
$97,703
Avg per participant Below avg balance/head
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Official DOL plan name: Claflin University 403(b) Tda Plan · Sponsored by Claflin University · South Carolina · Educational Services

$7M in assets, 71 participants

Claflin University's Claflin University 403(b) Tda Plan reported $7M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,163 in Educational Services (3,638 peers)

Claflin University multi-year trail

Claflin University's plans moved +27.2% in assets from 2022 to 2024; this filing shows Claflin University 403(b) Tda Plan at $7M / 71 participants.

#1,163
in Educational Services (3,638 peers)
+3.8%
assets growth YoY

Claflin University 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers

Claflin University 403(b) Tda Plan vs every filed plan by assets

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

$6,936,890 48th percentile higher than 48% 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

Claflin University 403(b) Tda Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claflin University 403(b) Tda Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Claflin University 403(b) Tda Plan reported net income fell from $1M in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Claflin University 403(b) Tda Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Claflin University 403(b) Tda Plan reported participants fell from 72 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 570314374 · Claflin University PY 2024 · Other

Claflin University 403(b) Tda Plan · $7M · 71 · 48th

  • EIN $7M
  • EIN 71
  • EIN 48th
  • EIN Other
  • EIN near Self-Help, Inc. Tax Sheltered Annuity Plan
  • EIN ind #1163

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 →

Claflin University 403(b) Tda Plan in the asset neighbourhood

The Section 403(b) Plan for Hospice of Hope, Inc.The Section 403(b) Plan for …$7MClaflin University 403(b) Tda PlanClaflin University 403(b) Td…$7MSelf-Help, Inc. Tax Sheltered Annuity PlanSelf-Help, Inc. Tax Sheltere…$7MAsian Americans for Equality, Inc. 403(b) PlanAsian Americans for Equality…$7MAlliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanAlliance for Community Empow…$7M
End-of-year total assets ($M) among Claflin University 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Claflin University multi-year asset trail

Sponsor-wide plan assets over time

All Claflin University plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.24639002225335% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $39.8M ▲ +27.2%
Year Plans Participants Total Assets
2022 2 355 $31M
2023 2 341 $36M
2024 2 341 $40M

Claflin University filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$256K
Employer EIN570314374
Plan Effective Date1968-10-16
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Claflin University 403(b) Tda Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50005001000 Total assets ($M) Participants Claflin University 403(b) Tda Plan, Total assets ($M): 6.93689 · Participants: 71Claflin University 403(b) Tda PlanPrisma Health 401(a) Plan, Total assets ($M): 938.584818 · Participants: 29196Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 664.461024 · Participants: 6443Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 346.776758 · Participants: 1412Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 236.968332 · Participants: 3605Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 203.055499 · Participants: 2284Tidelands Health 403(b) Retirement Savings Plan
Claflin University 403(b) Tda Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Claflin University 403(b) Tda Plan side-by-side with 3 peers →

Claflin University 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Self-Help, Inc. Tax Sheltered Annuity Plan in MA ($7M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Claflin University 403(b) Tda Plan assets move in 2024? ▼
Claflin University 403(b) Tda Plan edged up modestly - up 3.8% during 2024, from $7M to $7M. Reported net income was $256K.
How have Claflin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claflin University's sponsor-wide assets grew 27.2%, from $31M to $40M.
Which Other plans are similar in size to Claflin University 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Self-Help, Inc. Tax Sheltered Annuity Plan in MA ($7M, 236 participants).
Which Other plans cover a similar participant headcount to Claflin University 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is University Corporation for Advanced Internet Development Tda Plan in MI (71 participants, $7M 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 570314374.

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.