Other · DOL Form 5500 · 2022
Morehouse College Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 252
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $56,605
- Avg per participant Low balance/head
Official DOL plan name: Morehouse College Tax Deferred Annuity Plan · Sponsored by Morehouse College · Georgia · Educational Services
$14M in assets, 252 participants
Morehouse College's Morehouse College Tax Deferred Annuity Plan reported $14M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,173 in Educational Services (4,024 peers)
Coverage in Georgia
Morehouse College Tax Deferred Annuity Plan covers 252 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.
- #2,173
- in Educational Services (4,024 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morehouse College Tax Deferred Annuity Plan's outsized position by total assets
Morehouse College Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,264,411 Top 28% higher than 72% 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
Morehouse 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. Morehouse College Tax Deferred Annuity Plan sits mid-pack in the medium band (252 participants).
Published 5500 schedule card
Filing strip 580566205 · Morehouse College PY 2022 · Other
Morehouse College Tax Deferred Annuity Plan · $14M · 252 · 72nd
- PART $14M
- PART 252
- PART 72nd
- PART Other
- PART near The Geological Society of America Retirement Plan
- PART ind #2173
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 →
Morehouse College Tax Deferred Annuity Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$1M |
| Employer EIN | 580566205 |
| Plan Effective Date | 1942-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morehouse College)
Sponsor-wide plan assets over time
All Morehouse College plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 23.753060812085124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 908 | $83M |
| 2023 | 2 | 969 | $93M |
| 2024 | 2 | 1,004 | $103M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
Morehouse College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is The Geological Society of America Retirement Plan in CO ($14M); by covered participants it is Indiana Organ Procurement Organization, Inc. D/B/a Indiana Donor Network 403(b) Plan in IN (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (252 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.