Other · DOL Form 5500 · 2024
College Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $271,560
- Avg per participant High balance/head
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.
- #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.
- #2,433
- in Educational Services (3,638 peers)
- +4.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
College Foundation, Inc. Defined Contribution Retirement Plan's outsized position 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
College Foundation, Inc. Defined Contribution 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. College Foundation, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (141 participants).
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.
Plan-year Form 5500 strip
Filing strip 566046937 · College Foundation, Inc. PY 2024 · Other
College Foundation, Inc. Defined Contribution Retirement Plan · $38M · 141 · 81st
- PCT $38M
- PCT 141
- PCT 81st
- PCT Other
- PCT near Denver Museum of Nature & Science Retirement Plan
- PCT ind #2433
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 →
College Foundation, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All College Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 15.090335790055153% vs 2022
- 2024 filing year
| 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.
- 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
College Foundation, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Denver Museum of Nature & Science Retirement Plan in CO ($38M); by covered participants it is Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in FL (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan (FL) 141 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 141 · 0 off
- Tilton School DC Retirement Plan (NH) 141 · 0 off
- Jva, Inc. Employees' Stock Bonus Plan and Trust (CO) 141 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.