401(k) · DOL Form 5500 · 2024
Bju, Inc. 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 1,395
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $62,245
- Avg per participant Low balance/head
Official DOL plan name: The Bob Jones University Retirement Fund · Sponsored by Bju, Inc. · South Carolina · Educational Services
$87M in assets, 1,395 participants
Bju, Inc.'s The Bob Jones University Retirement Fund reported $87M in total assets and 1,395 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,941 in Educational Services (3,638 peers)
Coverage in South Carolina
The Bob Jones University Retirement Fund covers 1,395 participants in South Carolina, 3.8x the typical South Carolina plan (state average ~369 per filing). Assets: $87M.
- #2,941
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Bob Jones University Retirement Fund's outsized position by total assets
The Bob Jones University Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,831,271 Top 11% higher than 89% 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
The Bob Jones University Retirement Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bob Jones University Retirement Fund lands in the large band (1,395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Bob Jones University Retirement Fund reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Bob Jones University Retirement Fund end-of-year assets rose from $79M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- The Bob Jones University Retirement Fund reported participants rose from 1,363 in the plan year 2023 filing to 1,395 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 571088101 · Bju, Inc. PY 2024 · 401(k)
The Bob Jones University Retirement Fund · $87M · 1,395 · 89th
- NET $87M
- NET 1,395
- NET 89th
- NET 401(k)
- NET near Modivcare Solutions, LLC Retirement Plan
- NET ind #2941
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 →
The Bob Jones University Retirement Fund in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $8M |
| Employer EIN | 571088101 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bju, Inc.)
Sponsor-wide plan assets over time
All Bju, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 25.83770373710771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,306 | $69M |
| 2023 | 1 | 1,363 | $79M |
| 2024 | 1 | 1,395 | $87M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
The Bob Jones University Retirement Fund's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Modivcare Solutions, LLC Retirement Plan in CO ($87M); by covered participants it is Jim Ellis Atlanta, Inc. 401(k) Plan in GA (1,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Modivcare Solutions, LLC Retirement Plan (CO) $87M · 4,476
- Graton Resort & Casino 401(k) Plan (CA) $87M · 2,061
- Genpak 401(k) Plan (NC) $87M · 1,116
- Camden National Corporation Retirement Savings 401(k) Plan (ME) $87M · 601
Similar participant headcount
Nearest other-state filings by covered participants (1,395 participants); asset peers above are excluded.
- Jim Ellis Atlanta, Inc. 401(k) Plan (GA) 1,395 · 0 off
- American Hockey League/Professional Hockey Players Association 401(k) Plan () 1,395 · 0 off
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan (NC) 1,395 · 0 off
- Howard Industries, Inc. 401(k) Bargaining Employees Retirement Savings Plan (MS) 1,395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.