Other · DOL Form 5500 · 2024

Newberry College Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
222
Participants Below avg headcount
72nd
Percentile by assets National rank
$100,158
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newberry College DC Retirement Plan · Sponsored by Newberry College · South Carolina · Educational Services

$22M in assets, 222 participants

Newberry College's Newberry College DC Retirement Plan reported $22M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,018 in Educational Services (3,638 peers)

Newberry College multi-year trail

Newberry College's plans moved +19.5% in assets from 2022 to 2024; this filing shows Newberry College DC Retirement Plan at $22M / 222 participants.

#2,018
in Educational Services (3,638 peers)
+4.7%
assets growth YoY

Newberry College DC Retirement Plan's outsized position by total assets

Newberry College DC Retirement Plan vs every filed plan by assets

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

$22,235,122 Top 28% higher than 72% 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

Newberry College 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. Newberry College DC Retirement Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newberry College DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $992K in the plan year 2024 filing.
  • Newberry College DC Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Newberry College DC Retirement Plan reported participants rose from 215 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 570314404 · Newberry College PY 2024 · Other

Newberry College DC Retirement Plan · $22M · 222 · 72nd

  • VS-ST $22M
  • BOY 222
  • SCH 72nd
  • EBSA Other
  • PART near Connecticut Community Care, Inc. 403(b) Savings Plan
  • TYPE ind #2018

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 →

Newberry College DC Retirement Plan in the asset neighbourhood

Presbyterian School 403(b) PlanPresbyterian School 403(b) P…$22MNewberry College DC Retirement PlanNewberry College DC Retireme…$22MConnecticut Community Care, Inc. 403(b) Savings PlanConnecticut Community Care, …$22MFaculty Student Association of State University College at Fredonia, New York, Inc. Retirement PlanFaculty Student Association …$22MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$22M
End-of-year total assets ($M) among Newberry College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Newberry College multi-year asset trail

Sponsor-wide plan assets over time

All Newberry College plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.474268817188122% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22.2M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 227 $19M
2023 1 215 $21M
2024 1 222 $22M

Newberry College filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$992K
Employer EIN570314404
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

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

Newberry College DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50005001000 Total assets ($M) Participants Newberry College DC Retirement Plan, Total assets ($M): 22.235122 · Participants: 222Newberry College DC Retirement 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
Newberry College DC Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Newberry College DC Retirement Plan side-by-side with 3 peers →

Newberry College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Connecticut Community Care, Inc. 403(b) Savings Plan in CT ($22M); by covered participants it is Skyline Education 403(b) Plan in AZ (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Newberry College DC Retirement Plan assets move in 2024? ▼
Newberry College DC Retirement Plan edged up modestly - up 4.7% during 2024, from $21M to $22M. Reported net income was $992K.
How have Newberry College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newberry College's sponsor-wide assets grew 19.5%, from $19M to $22M.
Which Other plans are similar in size to Newberry College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Connecticut Community Care, Inc. 403(b) Savings Plan in CT ($22M, 308 participants).
Which Other plans cover a similar participant headcount to Newberry College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Skyline Education 403(b) Plan in AZ (222 participants, $905K 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 570314404.

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.