Other · DOL Form 5500 · 2022
Memphis University School Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $182,278
- Avg per participant Above avg balance/head
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.
- #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.
- #2,754
- in Educational Services (4,024 peers)
- -14.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Memphis University School DC Plan's outsized position 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
Memphis University School DC 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. Memphis University School DC Plan sits mid-pack in the medium band (161 participants).
EBSA filing schedule strip
Filing strip 620545618 · Memphis University School PY 2022 · Other
Memphis University School DC Plan · $29M · 161 · 83rd
- PHOTO $29M
- IND 161
- EOY 83rd
- 5500 Other
- ASSETS near Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
- PCT ind #2754
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 →
Memphis University School DC Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Memphis University School plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 19.748401068519055% vs 2022
- 2024 filing year
| 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
Memphis University School DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($29M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Baltimore Crisis Response, Inc 403(b) Retirement Plan (MD) 161 · 0 off
- Mount Aloysius College Consolidated Retirement Pla (PA) 161 · 0 off
- Start Corporation 403(b) Plan (LA) 161 · 0 off
- Atd 403(b) Employee Savings Plan (VA) 161 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.