Other · DOL Form 5500 · 2024

Wingate University Retirement Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
458
Participants Below avg headcount
90th
Percentile by assets National rank
$211,696
Avg per participant Above avg balance/head
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Official DOL plan name: Wingate University Retirement Plan · Sponsored by Wingate University · North Carolina · Educational Services

$97M in assets, 458 participants

Wingate University's Wingate University Retirement Plan reported $97M in total assets and 458 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,004 in Educational Services (3,638 peers)

Where Wingate University Retirement Plan sits by assets

Wingate University Retirement Plan sits in the top 10% of all filed plans by assets, $97M for 458 participants (~$211,696/participant), up 6.1% in 2024.

#3,004
in Educational Services (3,638 peers)
+6.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Wingate University Retirement Plan's outsized position by total assets

Wingate University Retirement Plan vs every filed plan by assets

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

$96,956,845 Top 10% higher than 90% 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

Wingate University 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. Wingate University Retirement Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wingate University Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wingate University Retirement Plan reported participants fell from 558 in the plan year 2023 filing to 458 in the plan year 2024 filing.
  • Wingate University Retirement Plan end-of-year assets rose from $91M in the plan year 2023 filing to $97M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 566049935 · Wingate University PY 2024 · Other

Wingate University Retirement Plan · $97M · 458 · 90th

  • PART $97M
  • TYPE 458
  • NET 90th
  • BOOK Other
  • VS-ST near Chatham University Defined Contribution Plan
  • BOY ind #3004

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 →

Wingate University Retirement Plan in the asset neighbourhood

California Institute of the Arts Retirement PlanCalifornia Institute of the …$97MKansas City University Retirement PlanKansas City University Retir…$97MWingate University Retirement PlanWingate University Retiremen…$97MChatham University Defined Contribution PlanChatham University Defined C…$97MAgnes Scott College Defined Contribution Retirement PlanAgnes Scott College Defined …$97M
End-of-year total assets ($M) among Wingate University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$97M
Net Income$6M
Employer EIN566049935
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate University)

Sponsor-wide plan assets over time

All Wingate University plans reported in each filing year

Latest sponsor-wide plan assets
$97M 36.94481619121472% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $154M $97M ▼ -36.9%
Year Plans Participants Total Assets
2022 2 1,071 $154M
2023 1 558 $91M
2024 1 458 $97M

Nearby Other Plans in North Carolina

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

Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Wingate University Retirement Plan, Total assets ($B): 0.096956845 · Participants: 458Wingate University Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Wingate University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Wingate University Retirement Plan side-by-side with 3 peers →

Wingate University Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Chatham University Defined Contribution Plan in PA ($97M); by covered participants it is The College of Idaho 403(b) Retirement Plan in ID (458 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Wingate University Retirement Plan assets move in 2024? ▼
Wingate University Retirement Plan grew at a solid clip - up 6.1% during 2024, from $91M to $97M. Reported net income was $6M.
How have Wingate University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingate University's sponsor-wide assets declined 36.9%, from $154M to $97M.
Where does Wingate University Retirement Plan rank by assets among Form 5500 filers? ▼
Wingate University Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Wingate University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chatham University Defined Contribution Plan in PA ($97M, 334 participants).
Which Other plans cover a similar participant headcount to Wingate University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The College of Idaho 403(b) Retirement Plan in ID (458 participants, $50M 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 566049935.

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.