Other · DOL Form 5500 · 2024
Claflin University Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 270
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $121,762
- Avg per participant Near avg balance/head
Official DOL plan name: Claflin University DC Retirement Plan · Sponsored by Claflin University · South Carolina · Educational Services
$33M in assets, 270 participants
Claflin University's Claflin University DC Retirement Plan reported $33M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,320 in Educational Services (3,638 peers)
Where Claflin University DC Retirement Plan sits by assets
Claflin University DC Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 270 participants (~$121,762/participant), up 13.9% in 2024.
- #2,320
- in Educational Services (3,638 peers)
- +13.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Claflin University DC Retirement Plan's outsized position by total assets
Claflin University DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,875,790 Top 21% higher than 79% 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
Claflin University DC Retirement 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. Claflin University DC Retirement Plan sits mid-pack in the medium band (270 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Claflin University DC Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Claflin University DC Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 570314374 · Claflin University PY 2024 · Other
Claflin University DC Retirement Plan · $33M · 270 · 79th
- IND $33M
- EOY 270
- 5500 79th
- ASSETS Other
- PCT near Fisher College 403(b) DC Plan
- EIN ind #2320
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 DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 570314374 |
| Plan Effective Date | 1968-10-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claflin University)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 355 | $31M |
| 2023 | 2 | 341 | $36M |
| 2024 | 2 | 341 | $40M |
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
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
Claflin University DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Fisher College 403(b) DC Plan in MA ($33M); by covered participants it is Belmont Abbey College Retirement Plan in NC (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Fisher College 403(b) DC Plan (MA) $33M · 239
- Full Circle Health, Inc. 403(b) (ID) $33M · 493
- The New Foundations Retirement Plan (GA) $33M · 111
- St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan (TX) $33M · 170
Similar participant headcount
Nearest other-state filings by covered participants (270 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.