Money Purchase · DOL Form 5500 · 2024
Wake Forest University Health Sciences Money Purchase Plan
Data updated 2026-08-25
- $522M
- Total assets Above avg plan size
- 1,997
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $261,364
- Avg per participant Above avg balance/head
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.
- #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.
- #3,490
- in Educational Services (3,638 peers)
- +3.6%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Money Purchase Pension Plan of Wake Forest University Health Sciences's outsized position by total assets
Money Purchase Pension Plan of Wake Forest University Health Sciences vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$521,943,198 Top 3% higher than 97% 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
Money Purchase Pension Plan of Wake Forest University Health Sciences'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. Money Purchase Pension Plan of Wake Forest University Health Sciences lands in the large band (1,997 participants).
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.
DOL schedule card
Filing strip 223849199 · Wake Forest University Health Sciences PY 2024 · Money Purchase
Money Purchase Pension Plan of Wake Forest University Health Sciences · $522M · 1,997 · 97th
- TYPE $522M
- TYPE 1,997
- TYPE 97th
- TYPE Money Purchase
- TYPE near Santa Clara University Defined Contribution Retirement Plan
- TYPE ind #3490
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 →
Money Purchase Pension Plan of Wake Forest University Health Sciences in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wake Forest University Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $522M 9.04280868587148% vs 2022
- 2024 filing year
| 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.
- 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
Money Purchase Pension Plan of Wake Forest University Health Sciences's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Santa Clara University Defined Contribution Retirement Plan in CA ($520M); by covered participants it is UPS/Ipa Defined Contribution Money Purchase Pension Plan in KY (1,984 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($522M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,997 participants); asset peers above are excluded.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 1,984 · 13 off
- Totaltrust Retirement Fund (CA) 2,014 · 17 off
- Tile Industry Retirement Savings Trust Fund (CA) 1,979 · 18 off
- Teamsters Local Union No 572 Retirement Benefit Pl (CA) 1,975 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.