Other · DOL Form 5500 · 2022
Memphis University School Retirement Plan
Data updated 2026-08-11
- $29M
- Total assets
- 161
- Participants
- 83rd
- Percentile by assets
- $182,278
- Avg per participant
Official DOL plan name: Memphis University School DC Plan · Sponsored by Memphis University School · Tennessee · Educational Services
$29M in assets, 161 participants
Memphis University School's Memphis University School DC Plan reported $29M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #2,754 in Educational Services (4,024 peers)
Coverage in Tennessee
Memphis University School DC Plan covers 161 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $29M.
- $29M
- total plan assets (2022 EOY)
- 161
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $182,278
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Memphis University School DC Plan sits by total assets
Memphis University School DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,346,786 Top 17% higher than 83% 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
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Memphis University School DC Plan reports 161 participants - about 14% of that state average ($29M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$5M |
| Employer EIN | 620545618 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memphis University School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $29M |
| 2023 | 1 | 160 | $34M |
| 2024 | 1 | 160 | $35M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memphis University School DC Plan by total assets, not by location.
- Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $29M · 149
- Community Hospitals and Wellness Centers 403(b) Plan (OH) $29M · 766
- The Osborn 403(b) Defined Contribution Retirement Plan (NY) $29M · 712
- Employee Benefit Plan of Community Health of South Florida, Inc. (FL) $29M · 823
Frequently Asked Questions
How did Memphis University School DC Plan assets move in 2022? ▼
How have Memphis University School plan assets changed over time? ▼
Where does Memphis University School DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Memphis University School DC Plan? ▼
Next read for Memphis University School DC Plan
Filing takeaways
Ways to act on Memphis University School DC Plan's numbers.
- By total assets, Memphis University School DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Memphis University School's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Educational Services plans