Profit Sharing · DOL Form 5500 · 2022

University School of Nashville Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
209
Participants Below avg headcount
84th
Percentile by assets National rank
$161,938
Avg per participant Above avg balance/head
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Official DOL plan name: University School of Nashville Retirement Plan · Sponsored by University School of Nashville · Tennessee · Educational Services

$34M in assets, 209 participants

University School of Nashville's University School of Nashville Retirement Plan reported $34M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,845 in Educational Services (4,024 peers)

Coverage in Tennessee

University School of Nashville Retirement Plan covers 209 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#2,845
in Educational Services (4,024 peers)
-17.8%
assets change YoY
0.3×
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.

University School of Nashville Retirement Plan's outsized position by total assets

University School of Nashville Retirement Plan vs every filed plan by assets

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

$33,845,021 Top 16% higher than 84% 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

University School of Nashville 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. University School of Nashville Retirement Plan sits mid-pack in the medium band (209 participants).

Plan-year Form 5500 strip

Filing strip 237424429 · University School of Nashville PY 2022 · Profit Sharing

University School of Nashville Retirement Plan · $34M · 209 · 84th

  • SCH $34M
  • SCH 209
  • SCH 84th
  • SCH Profit Sharing
  • SCH near Rh Capital Associates Profit Sharing Plan
  • SCH ind #2845

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 →

University School of Nashville Retirement Plan in the asset neighbourhood

Hstp Profit Sharing Plan$34MGilster-Mary Lee Corp Employees Profit Sharing Retirement TrustGilster-Mary Lee Corp Employ…$34MUniversity School of Nashville Retirement PlanUniversity School of Nashvil…$34MRh Capital Associates Profit Sharing PlanRh Capital Associates Profit…$34MAbx Air, Inc. Profit Sharing PlanAbx Air, Inc. Profit Sharing…$34M
End-of-year total assets ($M) among University School of Nashville Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN237424429
Plan Effective Date1975-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (University School of Nashville)

Sponsor-wide plan assets over time

All University School of Nashville plans reported in each filing year

Latest sponsor-wide plan assets
$45M 31.513193624551157% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $44.5M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 209 $34M
2023 1 271 $39M
2024 1 214 $45M

Nearby Profit Sharing Plans in Tennessee

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

University School of Nashville Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 0100200300400500 Total assets ($M) Participants University School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanIron Workers District Council of Tennessee Valley and Vicinity Annuity Plan, Total assets ($M): 33.110433 · Participants: 4009Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan
University School of Nashville Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

University School of Nashville Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Rh Capital Associates Profit Sharing Plan in NY ($34M); by covered participants it is Shaw Brothers Construction Profit Sharing Plan in ME (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 University School of Nashville Retirement Plan assets move in 2022? ▼
University School of Nashville Retirement Plan declined sharply - down 17.8% during 2022, from $41M to $34M. Reported net income was -$7M.
How have University School of Nashville plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University School of Nashville's sponsor-wide assets grew 31.5%, from $34M to $45M.
Where does University School of Nashville Retirement Plan rank by assets among Form 5500 filers? ▼
University School of Nashville Retirement Plan ranks in the 84th 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 Profit Sharing plans are similar in size to University School of Nashville Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rh Capital Associates Profit Sharing Plan in NY ($34M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to University School of Nashville Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shaw Brothers Construction Profit Sharing Plan in ME (209 participants, $22M in assets).