Other · DOL Form 5500 · 2022
University School of Jackson Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $109,556
- Avg per participant Below avg balance/head
Official DOL plan name: University School of Jackson 403(b) Retirement Plan · Sponsored by University School of Jackson · Tennessee · Educational Services
$13M in assets, 121 participants
University School of Jackson's University School of Jackson 403(b) Retirement Plan reported $13M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,122 in Educational Services (4,024 peers)
Coverage in Tennessee
University School of Jackson 403(b) Retirement Plan covers 121 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.
- #2,122
- in Educational Services (4,024 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University School of Jackson 403(b) Retirement Plan's outsized position by total assets
University School of Jackson 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,256,236 Top 30% higher than 70% 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
University School of Jackson 403(b) 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 Jackson 403(b) Retirement Plan sits mid-pack in the medium band (121 participants).
Plan-year Form 5500 strip
Filing strip 621320697 · University School of Jackson PY 2022 · Other
University School of Jackson 403(b) Retirement Plan · $13M · 121 · 70th
- ASSETS $13M
- PCT 121
- EIN 70th
- RANK Other
- PHOTO near Evergreen Goodwill of Northwest Washington 403(b) Plan
- IND ind #2122
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 Jackson 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 621320697 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University School of Jackson)
Sponsor-wide plan assets over time
All University School of Jackson plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.201505465050563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $13M |
| 2023 | 2 | 243 | $27M |
| 2024 | 1 | 117 | $15M |
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
University School of Jackson 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($13M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Pomona Community Health Center 403(b) Plan (CA) 121 · 0 off
- Soledad Enrichment Action Retirement Plan (CA) 121 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 121 · 0 off
- Solomon Schechter Day School Defined Contribution Retirement Plan (MA) 121 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.