Other · DOL Form 5500 · 2022

L.B.J. & C. Development Corporation Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
234
Participants Below avg headcount
38th
Percentile by assets National rank
$11,049
Avg per participant Low balance/head
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Official DOL plan name: L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · Sponsored by L.B.J. & C. Development Corporation · Tennessee · Educational Services

$3M in assets, 234 participants

L.B.J. & C. Development Corporation's L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported $3M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,039 in Educational Services (4,024 peers)

Coverage in Tennessee

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan covers 234 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#1,039
in Educational Services (4,024 peers)
+0.5%
assets growth YoY

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,585,438 38th percentile higher than 38% of 139,123 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 2022

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan sits mid-pack in the medium band (234 participants).

DOL schedule card

Filing strip 620724384 · L.B.J. & C. Development Corporation PY 2022 · Other

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · $3M · 234 · 38th

  • BOY $3M
  • SCH 234
  • EBSA 38th
  • PART Other
  • TYPE near 403(b) Thrift Plan of Modern Maturity Center, Inc.
  • NET ind #1039

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 Tennessee →

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in the asset neighbourhood

L.B.J. & C. Development Corporation Tax Sheltered Annuity PlanL.B.J. & C. Development Corp…$3M403(b) Thrift Plan of Modern Maturity Center, Inc.403(b) Thrift Plan of Modern…$3MMel Trotter Ministries Retirement PlanMel Trotter Ministries Retir…$3MEshraghi Nursery Profit Sharing PlanEshraghi Nursery Profit Shar…$3MOccupational Development Center, Inc. 403(b) PlanOccupational Development Cen…$3M
End-of-year total assets ($M) among L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$13K
Employer EIN620724384
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.B.J. & C. Development Corporation)

Sponsor-wide plan assets over time

All L.B.J. & C. Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.004680058079133981% vs 2022
2024 filing year
$2.58M$2.6M$2.62M$2.64M 202220232024 $2.59M $2.59M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 234 $3M
2023 1 245 $3M
2024 1 203 $3M

Nearby Other Plans in Tennessee

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

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan, Total assets ($B): 0.002585438 · Participants: 234L.B.J. & C. Development Corporation Tax Sheltered Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan side-by-side with 3 peers →

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is 403(b) Thrift Plan of Modern Maturity Center, Inc. in DE ($3M); by covered participants it is 403(b) Plan of Nishna Productions, Inc. in IA (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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.

Frequently Asked Questions

How did L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan assets move in 2022? ▼
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan held essentially flat - up 0.5% during 2022, from $3M to $3M. Reported net income was $13K.
How have L.B.J. & C. Development Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.B.J. & C. Development Corporation's sponsor-wide assets grew 0.0%, from $3M to $3M.
Which Other plans are similar in size to L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Modern Maturity Center, Inc. in DE ($3M, 156 participants).
Which Other plans cover a similar participant headcount to L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Plan of Nishna Productions, Inc. in IA (234 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620724384.

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.