Other · DOL Form 5500 · 2024
Catawba College Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 396
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $118,369
- Avg per participant Near avg balance/head
Official DOL plan name: Catawba College Retirement Plan · Sponsored by Catawba College · North Carolina · Educational Services
$47M in assets, 396 participants
Catawba College's Catawba College Retirement Plan reported $47M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,574 in Educational Services (3,638 peers)
Coverage in North Carolina
Catawba College Retirement Plan covers 396 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $47M.
- #2,574
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Catawba College Retirement Plan's outsized position by total assets
Catawba College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,874,182 Top 17% higher than 83% 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
Catawba College 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. Catawba College Retirement Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catawba College Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Catawba College Retirement Plan reported participants rose from 364 in the plan year 2023 filing to 396 in the plan year 2024 filing.
- Catawba College Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
DOL schedule card
Filing strip 560530251 · Catawba College PY 2024 · Other
Catawba College Retirement Plan · $47M · 396 · 83rd
- PHOTO $47M
- IND 396
- EOY 83rd
- 5500 Other
- ASSETS near Colorado Christian University 403(b) Retirement Plan
- PCT ind #2574
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 →
Catawba College Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 560530251 |
| Plan Effective Date | 1944-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catawba College)
Sponsor-wide plan assets over time
All Catawba College plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 17.03438116906791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $40M |
| 2023 | 1 | 364 | $43M |
| 2024 | 1 | 396 | $47M |
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
Catawba College Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Colorado Christian University 403(b) Retirement Plan in CO ($47M); by covered participants it is Palmer College of Chiropractic 403(b) Plan in IA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (396 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.