Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Rhodes College Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rhodes College · Tennessee · Educational Services

What the 2023 filing shows

Rhodes College Defined Contribution Retirement Plan holds $147M for 578 participants — about $254,164 per participant, down 14.2% over the 2022 plan year.

$147M
total plan assets (2022 EOY)
578
covered participants
$254,164
avg assets per participant
-14.2%
assets change YoY

The plan reported a net loss of $24M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$147M
Participants
578
State
Industry
Educational Services

What the Filing Says About Rhodes College Defined Contribution Retirement Plan

Rhodes College Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Rhodes College, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $147M in total end-of-year assets and covers 578 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 620476301, and the plan has been effective since 1945-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $171M at the beginning of 2022 to $147M at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $147M, with reported net income of $-24,394,666 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$171M
Total Assets (End of Year)$147M
Net Assets (End of Year)$147M
Net Income$-24,394,666
Plan TypeProfit Sharing
Employer EIN620476301
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rhodes College)

Year Plans Participants Total Assets
2022 1 578 $147M
2023 1 735 $163M
2024 1 748 $174M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Rhodes College Defined Contribution Retirement Plan?
As of the 2022 Form 5500 filing, Rhodes College Defined Contribution Retirement Plan holds $147M in total assets with 578 participants. It is sponsored by Rhodes College.
What type of plan is Rhodes College Defined Contribution Retirement Plan?
Rhodes College Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1945-01-01. The plan is filed with the U.S. Department of Labor under EIN 620476301.
Who sponsors the Rhodes College Defined Contribution Retirement Plan?
Rhodes College Defined Contribution Retirement Plan is sponsored by Rhodes College, located in Tennessee. The sponsor's EIN is 620476301 and the plan operates in the Educational Services industry.
How did Rhodes College Defined Contribution Retirement Plan perform in 2022?
Rhodes College Defined Contribution Retirement Plan declined by 14.2% during 2022, moving from $171M to $147M in total assets. Net income was $-24,394,666.
Where can I find official filings for Rhodes College Defined Contribution Retirement Plan?
Official Form 5500 filings for Rhodes College Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620476301 or plan name at efast.dol.gov.
How does Rhodes College Defined Contribution Retirement Plan compare to other plans?
You can compare Rhodes College Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620476301.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.