Other · DOL Form 5500 · 2022
Vanderbilt University Retirement Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 6,874
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $301,128
- Avg per participant High balance/head
Official DOL plan name: Vanderbilt University Retirement Plan · Sponsored by Vanderbilt University · Tennessee · Educational Services
$2.1B in assets, 6,874 participants
Vanderbilt University's Vanderbilt University Retirement Plan reported $2.1B in total assets and 6,874 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,997 in Educational Services (4,024 peers)
Coverage in Tennessee
Vanderbilt University Retirement Plan covers 6,874 participants in Tennessee, 6.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.1B.
- #3,997
- in Educational Services (4,024 peers)
- -15.6%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
The plan reported a net loss of $384M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vanderbilt University Retirement Plan's outsized position by total assets
Vanderbilt University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,069,951,170 Top 1% higher than 99% 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
Vanderbilt University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vanderbilt University Retirement Plan lands in the large band (6,874 participants).
Plan-year Form 5500 strip
Filing strip 620476822 · Vanderbilt University PY 2022 · Other
Vanderbilt University Retirement Plan · $2.1B · 6,874 · 99th
- PHOTO $2.1B
- PHOTO 6,874
- PHOTO 99th
- PHOTO Other
- PHOTO near Jefferson Defined Contribution Retirement Plan
- PHOTO ind #3997
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 →
Vanderbilt University Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$384M |
| Employer EIN | 620476822 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vanderbilt University)
Sponsor-wide plan assets over time
All Vanderbilt University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 21.08149126049191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,874 | $2.1B |
| 2023 | 1 | 6,887 | $2.3B |
| 2024 | 1 | 7,926 | $2.5B |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
- Dialysis Clinic, Inc. Thrift Plan $359M · 5,615
Scale composition for Vanderbilt University Retirement Plan
Vanderbilt University Retirement Plan reports $2.1B in end-of-year assets across 6,874 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $301,128 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$384M.
This plan identity (EIN 620476822, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+21.1%) while covered participants moved from 6,874 to 7,926 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,874 | $2.1B | This page |
| 2023 | 6,887 | $2.3B | Open filing |
| 2024 · index core | 7,926 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Vanderbilt University Retirement Plan (Other, $2.5B, 7,926 participants)
Vanderbilt University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Jefferson Defined Contribution Retirement Plan in PA ($2.1B); by covered participants it is Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund in WA (6,863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Jefferson Defined Contribution Retirement Plan (PA) $2.1B · 14,302
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.0B · 6,020
- Georgetown University Defined Contribution Retirement Plan (DC) $2.0B · 4,918
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $2.0B · 28,126
Similar participant headcount
Nearest other-state filings by covered participants (6,874 participants); asset peers above are excluded.
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) 6,863 · 11 off
- Centra Health Matching Tax Deferred Savings Plan (VA) 6,854 · 20 off
- Inspira Health Network 403(b) Savings Plan (NJ) 6,971 · 97 off
- Brigham Young University Tax-Deferred Annuity Plan (UT) 6,755 · 119 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.