Other · DOL Form 5500 · 2022

Farel Byrd, Cpa, PA Retirement Plan

Data updated 2026-08-25

$742K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$247,282
Avg per participant Above avg balance/head
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Official DOL plan name: Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · Sponsored by Farel Byrd, Cpa, PA · Tennessee · Professional & Technical Services

$742K in assets, 3 participants

Farel Byrd, Cpa, PA's Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 reported $742K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,906 in Professional & Technical Services (21,562 peers)

Farel Byrd, Cpa, PA multi-year trail

Farel Byrd, Cpa, PA's plans moved +33.3% in assets from 2022 to 2024; this filing shows Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 at $742K / 3 participants.

#3,906
in Professional & Technical Services (21,562 peers)
+8.0%
assets growth YoY

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among the smaller filed plans by assets

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 vs every filed plan by assets

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

$741,847 22nd percentile higher than 22% 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

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 621070183 · Farel Byrd, Cpa, PA PY 2022 · Other

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · $742K · 3 · 22nd

  • PHOTO $742K
  • PHOTO 3
  • PHOTO 22nd
  • PHOTO Other
  • PHOTO near Pioneer Memorial Care Center Tax Deferred Annuity Plan
  • PHOTO ind #3906

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 in the asset neighbourhood

Michele G. Greer Age-Weighted Profit Sharing PlanMichele G. Greer Age-Weighte…$747KFarel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017Farel Byrd, Cpa, PA Retireme…$742KPioneer Memorial Care Center Tax Deferred Annuity PlanPioneer Memorial Care Center…$739KAunt Martha's Health and Wellness, Inc. 403(b) PlanAunt Martha's Health and Wel…$738KSeaside Charter School Retirement PlanSeaside Charter School Retir…$737K
End-of-year total assets ($M) among Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Farel Byrd, Cpa, PA multi-year asset trail

Sponsor-wide plan assets over time

All Farel Byrd, Cpa, PA plans reported in each filing year

Latest sponsor-wide plan assets
$989K 33.25470076713932% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.74M $0.99M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 3 $742K
2023 1 3 $852K
2024 1 3 $989K

Farel Byrd, Cpa, PA filing trail (2022)

Total Assets (Beginning of Year)$687K
Net Assets (End of Year)$742K
Net Income$55K
Employer EIN621070183
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017, Total assets ($B): 0.000741847 · Participants: 3Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017Vanderbilt 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
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 vs. nearby Other plans in Tennessee, assets vs. participants
Compare Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 side-by-side with 3 peers →

Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Pioneer Memorial Care Center Tax Deferred Annuity Plan in ND ($739K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 assets move in 2022? ▼
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 grew at a solid clip - up 8.0% during 2022, from $687K to $742K. Reported net income was $55K.
How have Farel Byrd, Cpa, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farel Byrd, Cpa, PA's sponsor-wide assets grew 33.3%, from $742K to $989K.
Where does Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 rank by assets among Form 5500 filers? ▼
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017? ▼
Among Other plans in other states, the closest by assets is Pioneer Memorial Care Center Tax Deferred Annuity Plan in ND ($739K, 64 participants).
Which Other plans cover a similar participant headcount to Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017? ▼
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M 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 621070183.

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.