Other · DOL Form 5500 · 2022
Lincoln Memorial University Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 868
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $64,609
- Avg per participant Low balance/head
Official DOL plan name: Lincoln Memorial University Defined Contribution Retirement Plan · Sponsored by Lincoln Memorial University · Tennessee · Educational Services
$56M in assets, 868 participants
Lincoln Memorial University's Lincoln Memorial University Defined Contribution Retirement Plan reported $56M in total assets and 868 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,199 in Educational Services (4,024 peers)
Where Lincoln Memorial University Defined Contribution Retirement Plan sits by assets
Lincoln Memorial University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 868 participants (~$64,609/participant), down 10.9% in 2022.
- #3,199
- in Educational Services (4,024 peers)
- -10.9%
- assets change YoY
- 0.6×
- 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.
Lincoln Memorial University Defined Contribution Retirement Plan's outsized position by total assets
Lincoln Memorial University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,081,040 Top 11% higher than 89% 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
Lincoln Memorial University Defined Contribution Retirement 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. Lincoln Memorial University Defined Contribution Retirement Plan sits mid-pack in the medium band (868 participants).
DOL schedule card
Filing strip 620479542 · Lincoln Memorial University PY 2022 · Other
Lincoln Memorial University Defined Contribution Retirement Plan · $56M · 868 · 89th
- PART $56M
- TYPE 868
- NET 89th
- BOOK Other
- VS-ST near Golden Gate Regional Center 403(b) Plan
- BOY ind #3199
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 →
Lincoln Memorial University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$7M |
| Employer EIN | 620479542 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Memorial University)
Sponsor-wide plan assets over time
All Lincoln Memorial University plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 30.50815034813905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 868 | $56M |
| 2023 | 1 | 938 | $65M |
| 2024 | 1 | 1,050 | $73M |
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
Lincoln Memorial University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Golden Gate Regional Center 403(b) Plan in CA ($56M); by covered participants it is Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in MN (867 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Golden Gate Regional Center 403(b) Plan (CA) $56M · 232
- Sandhills 401(k) Plan (NE) $56M · 804
- Colorado Academy Defined Contribution Retirement Plan (CO) $56M · 251
- Montefiore Nyack Hospital 403(b) Plan (NY) $56M · 780
Similar participant headcount
Nearest other-state filings by covered participants (868 participants); asset peers above are excluded.
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan (MN) 867 · 1 off
- Hattie Larlham 403(b) Retirement Savings Plan (OH) 870 · 2 off
- The Phillips Exeter Academy Defined Contribution Retirement Plan (NH) 870 · 2 off
- Nathan Littauer Hospital Association Tax Deferred Annuity Plan (NY) 870 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.