Other · DOL Form 5500 · 2022

Berry College, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
657
Participants Below avg headcount
78th
Percentile by assets National rank
$31,310
Avg per participant Low balance/head
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Official DOL plan name: Berry College Tax-Deferred Annuity Plan · Sponsored by Berry College, Inc. · Georgia · Educational Services

$21M in assets, 657 participants

Berry College, Inc.'s Berry College Tax-Deferred Annuity Plan reported $21M in total assets and 657 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,480 in Educational Services (4,024 peers)

Where Berry College Tax-Deferred Annuity Plan sits by assets

Berry College Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $21M for 657 participants (~$31,310/participant), down 13.1% in 2022.

#2,480
in Educational Services (4,024 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berry College Tax-Deferred Annuity Plan's outsized position by total assets

Berry College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$20,570,374 Top 22% higher than 78% 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

Berry College Tax-Deferred Annuity 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. Berry College Tax-Deferred Annuity Plan sits mid-pack in the medium band (657 participants).

DOL schedule card

Filing strip 580566133 · Berry College, Inc. PY 2022 · Other

Berry College Tax-Deferred Annuity Plan · $21M · 657 · 78th

  • EIN $21M
  • EIN 657
  • EIN 78th
  • EIN Other
  • EIN near The Cleveland Foundation Retirement Plan
  • EIN ind #2480

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 Georgia →

Berry College Tax-Deferred Annuity Plan in the asset neighbourhood

St. George's Independent School 403(b) Retirement PlanSt. George's Independent Sch…$21MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$21MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$21MWomens League Tax Sheltered Annuity PlanWomens League Tax Sheltered …$21MCincinnati Country Day School Tiaa Cref Retirement PlanCincinnati Country Day Schoo…$21M
End-of-year total assets ($M) among Berry College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN580566133
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry College, Inc.)

Sponsor-wide plan assets over time

All Berry College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 25.717243500777325% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $151M $190M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,314 $151M
2023 2 1,284 $169M
2024 2 1,312 $190M

Nearby Other Plans in Georgia

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

Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Berry College Tax-Deferred Annuity Plan, Total assets ($B): 0.020570374 · Participants: 657Berry College Tax-Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Berry College Tax-Deferred Annuity Plan side-by-side with 3 peers →

Berry College Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Cleveland Foundation Retirement Plan in OH ($21M); by covered participants it is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (657 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 Berry College Tax-Deferred Annuity Plan assets move in 2022? ▼
Berry College Tax-Deferred Annuity Plan pulled back noticeably - down 13.1% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Berry College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry College, Inc.'s sponsor-wide assets grew 25.7%, from $151M to $190M.
Where does Berry College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Berry College Tax-Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Cleveland Foundation Retirement Plan in OH ($21M, 86 participants).
Which Other plans cover a similar participant headcount to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants, $81M 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 580566133.

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.