Money Purchase · DOL Form 5500 · 2024
Wake Forest University Health Sciences Money Purchase Plan
Data updated 2026-08-11
- $522M
- Total assets
- 1,997
- Participants
- 97th
- Percentile by assets
- $261,364
- Avg per participant
Official DOL plan name: Money Purchase Pension Plan of Wake Forest University Health Sciences · Sponsored by Wake Forest University Health Sciences · North Carolina · Educational Services
$522M in assets, 1,997 participants
Wake Forest University Health Sciences's Money Purchase Pension Plan of Wake Forest University Health Sciences reported $522M in total assets and 1,997 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,490 in Educational Services (3,638 peers)
Coverage in North Carolina
Money Purchase Pension Plan of Wake Forest University Health Sciences covers 1,997 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $522M.
- $522M
- total plan assets (2024 EOY)
- 1,997
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $261,364
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Money Purchase Pension Plan of Wake Forest University Health Sciences reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Money Purchase Pension Plan of Wake Forest University Health Sciences reported participants fell from 2,131 in the plan year 2023 filing to 1,997 in the plan year 2024 filing.
- Money Purchase Pension Plan of Wake Forest University Health Sciences end-of-year assets rose from $504M in the plan year 2023 filing to $522M 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. Money Purchase Pension Plan of Wake Forest University Health Sciences reports 1,997 participants - 2.4x that state average ($522M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $522M |
| Net Income | $18M |
| Employer EIN | 223849199 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University Health Sciences)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,393 | $479M |
| 2023 | 1 | 2,131 | $504M |
| 2024 | 1 | 1,997 | $522M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Money Purchase Pension Plan of Wake Forest University Health Sciences vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- Fhi 360 Employees' Pension Plan $258M · 1,192
- New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $58M · 905
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan $10M · 236
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Money Purchase Pension Plan of Wake Forest University Health Sciences by total assets, not by location.
- Santa Clara University Defined Contribution Retirement Plan (CA) $520M · 1,889
- Operating Engineers Local 12 Defined Contribution Trust (CA) $518M · 20,504
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $527M · 3,027
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $531M · 17,855
Frequently Asked Questions
How did Money Purchase Pension Plan of Wake Forest University Health Sciences assets move in 2024? ▼
How have Wake Forest University Health Sciences plan assets changed over time? ▼
Where does Money Purchase Pension Plan of Wake Forest University Health Sciences rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Money Purchase Pension Plan of Wake Forest University Health Sciences? ▼
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Filing takeaways
Ways to act on Money Purchase Pension Plan of Wake Forest University Health Sciences's numbers.
- By total assets, Money Purchase Pension Plan of Wake Forest University Health Sciences ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
- Wake Forest University Health Sciences's sponsor-wide assets have grown 9.0% since 2022 across 3 plan years on file. More Educational Services plans