Other · DOL Form 5500 · 2022
Exchange Club-Carl Perkins Center Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $38,534
- Avg per participant Low balance/head
Official DOL plan name: Exchange Club-Carl Perkins Center 403(b) Plan · Sponsored by Exchange Club-Carl Perkins Center · Tennessee · Healthcare & Social Assistance
$3M in assets, 72 participants
Exchange Club-Carl Perkins Center's Exchange Club-Carl Perkins Center 403(b) Plan reported $3M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,437 in Healthcare & Social Assistance (20,060 peers)
Exchange Club-Carl Perkins Center multi-year trail
Exchange Club-Carl Perkins Center's plans moved +38.3% in assets from 2022 to 2024; this filing shows Exchange Club-Carl Perkins Center 403(b) Plan at $3M / 72 participants.
- #8,437
- in Healthcare & Social Assistance (20,060 peers)
- +17.1%
- assets growth YoY
Exchange Club-Carl Perkins Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Exchange Club-Carl Perkins Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,774,443 39th percentile higher than 39% 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
Exchange Club-Carl Perkins Center 403(b) 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. Exchange Club-Carl Perkins Center 403(b) Plan is a small filing (72 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 621123112 · Exchange Club-Carl Perkins Center PY 2022 · Other
Exchange Club-Carl Perkins Center 403(b) Plan · $3M · 72 · 39th
- TYPE $3M
- NET 72
- BOOK 39th
- VS-ST Other
- BOY near Tyrone Hospital 403(b) Plan
- SCH ind #8437
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Exchange Club-Carl Perkins Center 403(b) Plan in the asset neighbourhood
Exchange Club-Carl Perkins Center multi-year asset trail
Sponsor-wide plan assets over time
All Exchange Club-Carl Perkins Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.252290639959085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 73 | $3M |
| 2024 | 1 | 69 | $4M |
Exchange Club-Carl Perkins Center filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $405K |
| Employer EIN | 621123112 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
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
- Vanderbilt University Retirement Plan $2.1B · 6,874
- 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
Exchange Club-Carl Perkins Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Tyrone Hospital 403(b) Plan in PA ($3M); by covered participants it is Gateway School Defined Contribution Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Tyrone Hospital 403(b) Plan (PA) $3M · 167
- Horizons for Homeless Children, Inc. 403(b) Plan (MA) $3M · 129
- Options for All Retirement Savings Plan (CA) $3M · 466
- Ucp of Greater Sacramento 403(b) Plan (CA) $3M · 732
Similar participant headcount
Nearest other-state filings by covered participants (72 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.