Other · DOL Form 5500 · 2022

Lincoln Memorial University Retirement Plan

Data updated 2026-08-11

$56M
Total assets
868
Participants
89th
Percentile by assets
$64,609
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$56M
total plan assets (2022 EOY)
868
covered participants
89th
percentile by assets (of 139,126 plans)
$64,609
avg assets per participant

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.

Where Lincoln Memorial University Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

State
Tennessee
Industry
Educational Services

Lincoln Memorial University Defined Contribution Retirement Plan vs the 2022 asset distribution

By assets, Lincoln Memorial University Defined Contribution Retirement Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$56M
Net Income-$7M
Employer EIN620479542
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Memorial University)

$50M$60M$70M$80M 202220232024 $56.1M $73.2M ▲ +30.5%
Total plan assets by year, all Lincoln Memorial University plans on file
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.

Lincoln Memorial University Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Lincoln Memorial Uni…, Total assets ($B): 0.05608104 · Participants: 868Lincoln Memorial Uni…Vanderbilt Universit…, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt Universit…Vanderbilt Universit…, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt Universit…St. Jude Children's …, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's …Ballad Health 403(b)…, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b)…Southeastern Carpent…, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpent…
Lincoln Memorial University Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Lincoln Memorial University Defined Cont… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lincoln Memorial University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lincoln Memorial University Defined Contribution Retirement Plan assets move in 2022? ▼
Lincoln Memorial University Defined Contribution Retirement Plan pulled back noticeably - down 10.9% during 2022, from $63M to $56M. Reported net income was -$7M.
How have Lincoln Memorial University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Memorial University's sponsor-wide assets grew 30.5%, from $56M to $73M.
Where does Lincoln Memorial University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Lincoln Memorial University Defined Contribution Retirement Plan ranks in the 89th 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 Lincoln Memorial University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Golden Gate Regional Center 403(b) Plan in CA ($56M, 232 participants).

Next read for Lincoln Memorial University Defined Cont…

Scale reading

Ways to act on Lincoln Memorial University Defined Contribution Retirement Plan's numbers.

  • By total assets, Lincoln Memorial University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
  • Lincoln Memorial University's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Educational Services plans

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 620479542.

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.