Other · DOL Form 5500 · 2024
Warren Wilson College, Inc. Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 233
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $179,650
- Avg per participant Above avg balance/head
Official DOL plan name: Warren Wilson College 403(b) DC Plan · Sponsored by Warren Wilson College, Inc. · North Carolina · Educational Services
$42M in assets, 233 participants
Warren Wilson College, Inc.'s Warren Wilson College 403(b) DC Plan reported $42M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,489 in Educational Services (3,638 peers)
Coverage in North Carolina
Warren Wilson College 403(b) DC Plan covers 233 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $42M.
- #2,489
- in Educational Services (3,638 peers)
- +1.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Warren Wilson College 403(b) DC Plan's outsized position by total assets
Warren Wilson College 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,858,549 Top 18% higher than 82% 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
Warren Wilson College 403(b) DC 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. Warren Wilson College 403(b) DC Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Warren Wilson College 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $600K in the plan year 2024 filing.
- Warren Wilson College 403(b) DC Plan reported participants rose from 222 in the plan year 2023 filing to 233 in the plan year 2024 filing.
- Warren Wilson College 403(b) DC Plan end-of-year assets rose from $41M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560767736 · Warren Wilson College, Inc. PY 2024 · Other
Warren Wilson College 403(b) DC Plan · $42M · 233 · 82nd
- TYPE $42M
- NET 233
- BOOK 82nd
- VS-ST Other
- BOY near Sewickley Academy DC Plan
- SCH ind #2489
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 →
Warren Wilson College 403(b) DC Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $600K |
| Employer EIN | 560767736 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warren Wilson College, Inc.)
Sponsor-wide plan assets over time
All Warren Wilson College, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 9.155356508901894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $38M |
| 2023 | 1 | 222 | $41M |
| 2024 | 1 | 233 | $42M |
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
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Warren Wilson College 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Sewickley Academy DC Plan in PA ($42M); by covered participants it is The Boston Home, Inc. Retirement Savings Plan in MA (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- The Boston Home, Inc. Retirement Savings Plan (MA) 233 · 0 off
- Primecare Community Health, Inc. Employees Retirement Plan (IL) 233 · 0 off
- Rippowam Cisqua School 403(b) Plan (NY) 233 · 0 off
- Franklin University Tax Deferred Annuity Plan (OH) 233 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.