Other · DOL Form 5500 · 2022

Davidson Academy Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
120
Participants Small participant base
63rd
Percentile by assets National rank
$76,505
Avg per participant Below avg balance/head
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Official DOL plan name: Davidson Academy 403(b)Plan · Sponsored by Davidson Academy · Tennessee · Educational Services

$9M in assets, 120 participants

Davidson Academy's Davidson Academy 403(b)Plan reported $9M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,865 in Educational Services (4,024 peers)

Coverage in Tennessee

Davidson Academy 403(b)Plan covers 120 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#1,865
in Educational Services (4,024 peers)
-13.0%
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.

Davidson Academy 403(b)Plan's mid-pack asset rank among Educational Services and all filers

Davidson Academy 403(b)Plan vs every filed plan by assets

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

$9,180,634 Top 37% higher than 63% 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

Davidson Academy 403(b)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. Davidson Academy 403(b)Plan sits mid-pack in the medium band (120 participants).

DOL schedule card

Filing strip 621091031 · Davidson Academy PY 2022 · Other

Davidson Academy 403(b)Plan · $9M · 120 · 63rd

  • EIN $9M
  • RANK 120
  • PHOTO 63rd
  • IND Other
  • EOY near 403(b) Thrift Plan of Making Opportunity Count, Inc.
  • 5500 ind #1865

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 →

Davidson Academy 403(b)Plan in the asset neighbourhood

Central Counties Health Centers Tax Sheltered Annuity PlanCentral Counties Health Cent…$9MWinston County Medical Foundation 403(b) Retirement PlanWinston County Medical Found…$9MNational Ffa Organization 403(b) PlanNational Ffa Organization 40…$9MDavidson Academy 403(b)Plan$9M403(b) Thrift Plan of Making Opportunity Count, Inc.403(b) Thrift Plan of Making…$9M
End-of-year total assets ($M) among Davidson Academy 403(b)Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN621091031
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson Academy)

Sponsor-wide plan assets over time

All Davidson Academy plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.18M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 120 $9M
2023 1 112 $10M
2024 1 113 N/A

Nearby Other Plans in Tennessee

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

Davidson Academy 403(b)Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Davidson Academy 403(b)Plan, Total assets ($B): 0.009180634 · Participants: 120Davidson Academy 403(b)PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Davidson Academy 403(b)Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Davidson Academy 403(b)Plan side-by-side with 3 peers →

Davidson Academy 403(b)Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is 403(b) Thrift Plan of Making Opportunity Count, Inc. in MA ($9M); by covered participants it is Powertrain Rockford Inc in IL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Davidson Academy 403(b)Plan assets move in 2022? ▼
Davidson Academy 403(b)Plan pulled back noticeably - down 13.0% during 2022, from $11M to $9M. Reported net income was -$1M.
Which Other plans are similar in size to Davidson Academy 403(b)Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Making Opportunity Count, Inc. in MA ($9M, 267 participants).
Which Other plans cover a similar participant headcount to Davidson Academy 403(b)Plan? ▼
Among Other plans in other states, the closest by covered participants is Powertrain Rockford Inc in IL (120 participants, N/A 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 621091031.

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.