Other · DOL Form 5500 · 2023
Lenoir-Rhyne University Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 388
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $149,448
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Lenoir-Rhyne University · Sponsored by Lenoir-Rhyne University · North Carolina · Educational Services
$58M in assets, 388 participants
Lenoir-Rhyne University's Retirement Plan for Employees of Lenoir-Rhyne University reported $58M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,859 in Educational Services (3,735 peers)
Coverage in North Carolina
Retirement Plan for Employees of Lenoir-Rhyne University covers 388 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $58M.
- #2,859
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Lenoir-Rhyne University's outsized position by total assets
Retirement Plan for Employees of Lenoir-Rhyne University vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,985,993 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Employees of Lenoir-Rhyne University among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Lenoir-Rhyne University sits mid-pack in the medium band (388 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Lenoir-Rhyne University reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Retirement Plan for Employees of Lenoir-Rhyne University reported participants fell from 534 in the plan year 2022 filing to 388 in the plan year 2023 filing.
- Retirement Plan for Employees of Lenoir-Rhyne University end-of-year assets rose from $53M in the plan year 2022 filing to $58M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560556753 · Lenoir-Rhyne University PY 2023 · Other
Retirement Plan for Employees of Lenoir-Rhyne University · $58M · 388 · 87th
- PCT $58M
- PCT 388
- PCT 87th
- PCT Other
- PCT near Covenant House Savings and Retirement Plan
- PCT ind #2859
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 →
Retirement Plan for Employees of Lenoir-Rhyne University in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 560556753 |
| Plan Effective Date | 1958-03-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lenoir-Rhyne University)
Sponsor-wide plan assets over time
All Lenoir-Rhyne University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 10.009099001541998% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 534 | $53M |
| 2023 | 1 | 388 | $58M |
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 $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Retirement Plan for Employees of Lenoir-Rhyne University's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Covenant House Savings and Retirement Plan in NY ($58M); by covered participants it is Full Circle Health, Inc. 403(b) Plan in ID (388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Covenant House Savings and Retirement Plan (NY) $58M · 1,433
- Spring Arbor University DC Retirement Plan (MI) $58M · 430
- The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions (NY) $58M · 1,689
- New York State Technology Enterprise Corporation 403b Retirement Plan (NY) $58M · 319
Similar participant headcount
Nearest other-state filings by covered participants (388 participants); asset peers above are excluded.
- Full Circle Health, Inc. 403(b) Plan (ID) 388 · 0 off
- Windward School Retirement Plan (NY) 388 · 0 off
- Mercyhurst University Defined Contribution Retirement Plan (PA) 388 · 0 off
- Kqed Inc. Tax Sheltered Annuity Plan (CA) 389 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.