Other · DOL Form 5500 · 2024

Coker University Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
153
Participants Small participant base
77th
Percentile by assets National rank
$195,805
Avg per participant Above avg balance/head
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Official DOL plan name: Coker University Retirement Plan · Sponsored by Coker University · South Carolina · Educational Services

$30M in assets, 153 participants

Coker University's Coker University Retirement Plan reported $30M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,250 in Educational Services (3,638 peers)

Coverage in South Carolina

Coker University Retirement Plan covers 153 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $30M.

#2,250
in Educational Services (3,638 peers)
-1.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coker University Retirement Plan's outsized position by total assets

Coker University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,958,163 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Coker University 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. Coker University Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coker University Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$290K in the plan year 2024 filing.
  • Coker University Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Coker University Retirement Plan end-of-year assets fell from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570324916 · Coker University PY 2024 · Other

Coker University Retirement Plan · $30M · 153 · 77th

  • EOY $30M
  • 5500 153
  • ASSETS 77th
  • PCT Other
  • EIN near 403(b) Thrift Plan for Employees of the San Francisco Food Bank
  • RANK ind #2250

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 →

Coker University Retirement Plan in the asset neighbourhood

Sunrise Community, Inc. the Employee Pension Benefit PlanSunrise Community, Inc. the …$30MCoker University Retirement PlanCoker University Retirement …$30M403(b) Thrift Plan for Employees of the San Francisco Food Bank403(b) Thrift Plan for Emplo…$30MThe Pegasus School DC Retirement PlanThe Pegasus School DC Retire…$30MGoodwill Industries of Southeastern Wisconsin, Inc. 403(b) PlanGoodwill Industries of South…$30M
End-of-year total assets ($M) among Coker University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income-$290K
Employer EIN570324916
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coker University)

Sponsor-wide plan assets over time

All Coker University plans reported in each filing year

Latest sponsor-wide plan assets
$30M 5.012016305622494% vs 2022
2024 filing year
$28M$29M$30M$31M 202220232024 $28.5M $30M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 149 $29M
2023 1 147 $30M
2024 1 153 $30M

Nearby Other Plans in South Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Coker University Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Coker University Retirement Plan, Total assets ($M): 29.958163 · Participants: 153Coker University Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 938.584818 · Participants: 29196Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 664.461024 · Participants: 6443Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 346.776758 · Participants: 1412Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 236.968332 · Participants: 3605Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 203.055499 · Participants: 2284Tidelands Health 403(b) Retirement Savings Plan
Coker University Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Coker University Retirement Plan side-by-side with 3 peers →

Coker University Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is 403(b) Thrift Plan for Employees of the San Francisco Food Bank in CA ($30M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coker University Retirement Plan assets move in 2024? ▼
Coker University Retirement Plan held essentially flat - down 1.0% during 2024, from $30M to $30M. Reported net income was -$290K.
How have Coker University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coker University's sponsor-wide assets grew 5.0%, from $29M to $30M.
Where does Coker University Retirement Plan rank by assets among Form 5500 filers? ▼
Coker University Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Coker University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the San Francisco Food Bank in CA ($30M, 212 participants).
Which Other plans cover a similar participant headcount to Coker University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Vivalon, Inc. 403(b) Plan in CA (153 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570324916.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.