Other · DOL Form 5500 · 2024
Johnson C Smith University Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 409
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $97,399
- Avg per participant Below avg balance/head
Official DOL plan name: Johnson C. Smith University Defined Contribution Retirement Plan · Sponsored by Johnson C Smith University · North Carolina · Educational Services
$40M in assets, 409 participants
Johnson C Smith University's Johnson C. Smith University Defined Contribution Retirement Plan reported $40M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,452 in Educational Services (3,638 peers)
Coverage in North Carolina
Johnson C. Smith University Defined Contribution Retirement Plan covers 409 participants in North Carolina, about 50% of the average North Carolina filer (state average ~819 per filing). Assets: $40M.
- #2,452
- in Educational Services (3,638 peers)
- +5.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Johnson C. Smith University Defined Contribution Retirement Plan's outsized position by total assets
Johnson C. Smith University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,836,178 Top 19% higher than 81% 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
Johnson C. Smith University Defined Contribution 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. Johnson C. Smith University Defined Contribution Retirement Plan sits mid-pack in the medium band (409 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Johnson C. Smith University Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Johnson C. Smith University Defined Contribution Retirement Plan reported participants rose from 347 in the plan year 2023 filing to 409 in the plan year 2024 filing.
- Johnson C. Smith University Defined Contribution Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 250983069 · Johnson C Smith University PY 2024 · Other
Johnson C. Smith University Defined Contribution Retirement Plan · $40M · 409 · 81st
- IND $40M
- IND 409
- IND 81st
- IND Other
- IND near The Athenian School 403(b) Plan
- IND ind #2452
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 →
Johnson C. Smith University Defined Contribution Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $2M |
| Employer EIN | 250983069 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson C Smith University)
Sponsor-wide plan assets over time
All Johnson C Smith University plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 13.884208613919935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $35M |
| 2023 | 1 | 347 | $38M |
| 2024 | 1 | 409 | $40M |
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
Johnson C. Smith University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Athenian School 403(b) Plan in CA ($40M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- The Athenian School 403(b) Plan (CA) $40M · 129
- Oaks Integrated Care, Inc. 403(b) Plan (NJ) $40M · 97
- Metairie Park Country Day School Defined Contribution Plan (LA) $40M · 341
- Lgi Services, LLC 403(b) Plan (NY) $40M · 156
Similar participant headcount
Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.
- Nupath, Inc. 403(b) Retirement Plan (MA) 409 · 0 off
- Weta 403(b) Tax Deferred Savings Plan (VA) 409 · 0 off
- Community Services for Children, Inc. Profit Sharing Plan (PA) 409 · 0 off
- The University Corporation 403(b) Plan (CA) 409 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.