Other · DOL Form 5500 · 2022

Morehouse College Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
656
Participants Below avg headcount
90th
Percentile by assets National rank
$104,912
Avg per participant Below avg balance/head
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Official DOL plan name: Morehouse College Defined Contribution Plan · Sponsored by Morehouse College · Georgia · Educational Services

$69M in assets, 656 participants

Morehouse College's Morehouse College Defined Contribution Plan reported $69M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,309 in Educational Services (4,024 peers)

Where Morehouse College Defined Contribution Plan sits by assets

Morehouse College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $69M for 656 participants (~$104,912/participant), down 9.5% in 2022.

#3,309
in Educational Services (4,024 peers)
-9.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morehouse College Defined Contribution Plan's outsized position by total assets

Morehouse College Defined Contribution Plan vs every filed plan by assets

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

$68,822,199 Top 10% higher than 90% 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

Morehouse College Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (656 participants).

Plan-year Form 5500 strip

Filing strip 580566205 · Morehouse College PY 2022 · Other

Morehouse College Defined Contribution Plan · $69M · 656 · 90th

  • ASSETS $69M
  • PCT 656
  • EIN 90th
  • RANK Other
  • PHOTO near The Trust for Public Land Tax-Deferred Retirement Plan
  • IND ind #3309

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 Defined Contribution Plan in the asset neighbourhood

Commonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$69MJacksonville University Defined Contribution Retirement PlanJacksonville University Defi…$69MThe Trust for Public Land Tax-Deferred Retirement PlanThe Trust for Public Land Ta…$69MMorehouse College Defined Contribution PlanMorehouse College Defined Co…$69MNortheast Valley Health Corporation 403(b) PlanNortheast Valley Health Corp…$69M
End-of-year total assets ($M) among Morehouse College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$69M
Net Income-$7M
Employer EIN580566205
Plan Effective Date1942-07-01
Filing StatusFILING 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
$80M$90M$100M$110M 202220232024 $83.1M $103M ▲ +23.7%
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.

Morehouse College Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Morehouse College Defined Contribution Plan, Total assets ($B): 0.068822199 · Participants: 656Morehouse College Defined Contribution 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
Morehouse College Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants

Morehouse College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Trust for Public Land Tax-Deferred Retirement Plan in CA ($69M); by covered participants it is Focus on the Family 403(b) Plan in CO (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Morehouse College Defined Contribution Plan assets move in 2022?
Morehouse College Defined Contribution Plan pulled back noticeably - down 9.5% during 2022, from $76M to $69M. Reported net income was -$7M.
How have Morehouse College plan assets changed over time?
Across 3 plan years on file (2022-2024), Morehouse College's sponsor-wide assets grew 23.8%, from $83M to $103M.
Where does Morehouse College Defined Contribution Plan rank by assets among Form 5500 filers?
Morehouse College Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Morehouse College Defined Contribution Plan?
Among Other plans in other states, the closest by assets is The Trust for Public Land Tax-Deferred Retirement Plan in CA ($69M, 311 participants).
Which Other plans cover a similar participant headcount to Morehouse College Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Focus on the Family 403(b) Plan in CO (656 participants, $61M in assets).