Other · DOL Form 5500 · 2024
College Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 141
- Participants
- 81st
- Percentile by assets
- $271,560
- Avg per participant
Official DOL plan name: College Foundation, Inc. Defined Contribution Retirement Plan · Sponsored by College Foundation, Inc. · North Carolina · Educational Services
$38M in assets, 141 participants
College Foundation, Inc.'s College Foundation, Inc. Defined Contribution Retirement Plan reported $38M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 123,622 plans)
- #2,433 in Educational Services (3,638 peers)
Coverage in North Carolina
College Foundation, Inc. Defined Contribution Retirement Plan covers 141 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 141
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $271,560
- avg assets per participant
Where College Foundation, Inc. Defined Contribution Retirement Plan sits by total assets
College Foundation, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,290,023 Top 19% higher than 81% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- College Foundation, Inc. Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- College Foundation, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- College Foundation, Inc. Defined Contribution Retirement Plan reported participants fell from 143 in the plan year 2023 filing to 141 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. College Foundation, Inc. Defined Contribution Retirement Plan reports 141 participants - about 17% of that state average ($38M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $2M |
| Employer EIN | 566046937 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $33M |
| 2023 | 1 | 143 | $37M |
| 2024 | 1 | 141 | $38M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
College Foundation, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to College Foundation, Inc. Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did College Foundation, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
How have College Foundation, Inc. plan assets changed over time? ▼
Where does College Foundation, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to College Foundation, Inc. Defined Contribution Retirement Plan? ▼
Next read for College Foundation, Inc. Defined Contrib…
Filing takeaways
Ways to act on College Foundation, Inc. Defined Contribution Retirement Plan's numbers.
- By total assets, College Foundation, Inc. Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- College Foundation, Inc.'s sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Educational Services plans