Other · DOL Form 5500 · 2022
Tuscaloosa Academy Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $86,574
- Avg per participant Below avg balance/head
Official DOL plan name: Tuscaloosa Academy Defined Contribution and Annuity Plan · Sponsored by Tuscaloosa Academy · Alabama · Educational Services
$6M in assets, 66 participants
Tuscaloosa Academy's Tuscaloosa Academy Defined Contribution and Annuity Plan reported $6M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #1,518 in Educational Services (4,024 peers)
2022 asset change
Tuscaloosa Academy Defined Contribution and Annuity Plan declined sharply 25.6% in 2022 ($8M → $6M) for 66 participants.
- #1,518
- in Educational Services (4,024 peers)
- -25.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tuscaloosa Academy Defined Contribution and Annuity Plan's mid-pack asset rank among Educational Services and all filers
Tuscaloosa Academy Defined Contribution and Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,713,856 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tuscaloosa Academy Defined Contribution and Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuscaloosa Academy Defined Contribution and Annuity Plan is a small filing (66 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 630519291 · Tuscaloosa Academy PY 2022 · Other
Tuscaloosa Academy Defined Contribution and Annuity Plan · $6M · 66 · 53rd
- NET $6M
- BOOK 66
- VS-ST 53rd
- BOY Other
- SCH near Applewild School 403(b) Plan
- EBSA ind #1518
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 Alabama →
Tuscaloosa Academy Defined Contribution and Annuity Plan in the asset neighbourhood
Tuscaloosa Academy years around the 2022 move
Sponsor-wide plan assets over time
All Tuscaloosa Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $6M |
| 2023 | 1 | 65 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 630519291 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
Tuscaloosa Academy Defined Contribution and Annuity Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Applewild School 403(b) Plan in MA ($6M); by covered participants it is Catholic Health Association in MO (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.