Other · DOL Form 5500 · 2022

Diane & C W Sanderson III Ptr Retirement Plan

Data updated 2026-08-25

$41K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$41,125
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of Diane & C W Sanderson III Ptr · Sponsored by Diane & C W Sanderson III Ptr · Tennessee · Retail Trade

$41K in assets, 1 participants

Diane & C W Sanderson III Ptr's Employee Benefits Plan of Diane & C W Sanderson III Ptr reported $41K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #408 in Retail Trade (9,519 peers)

Diane & C W Sanderson III Ptr multi-year trail

Diane & C W Sanderson III Ptr's plans moved +46.1% in assets from 2022 to 2024; this filing shows Employee Benefits Plan of Diane & C W Sanderson III Ptr at $41K / 1 participant.

#408
in Retail Trade (9,519 peers)
-24.7%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefits Plan of Diane & C W Sanderson III Ptr among the smaller filed plans by assets

Employee Benefits Plan of Diane & C W Sanderson III Ptr vs every filed plan by assets

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

$41,125 3rd percentile higher than 3% 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

Employee Benefits Plan of Diane & C W Sanderson III Ptr among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefits Plan of Diane & C W Sanderson III Ptr is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 621341253 · Diane & C W Sanderson III Ptr PY 2022 · Other

Employee Benefits Plan of Diane & C W Sanderson III Ptr · $41K · 1 · 3rd

  • PART $41K
  • TYPE 1
  • NET 3rd
  • BOOK Other
  • VS-ST near Community Foundation of the Eastern Shore, Inc. 403(b) Plan
  • BOY ind #408

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 Retail Trade retirement plans → · Plans in Tennessee →

Employee Benefits Plan of Diane & C W Sanderson III Ptr in the asset neighbourhood

Employee Benefits Plan of Diane & C W Sanderson III PtrEmployee Benefits Plan of Di…$41KCommunity Foundation of the Eastern Shore, Inc. 403(b) PlanCommunity Foundation of the …$40KManchester Educational Foundation 403b PlanManchester Educational Found…$42KHappy to Serve You HospitalityHappy to Serve You Hospitali…$40KThw & Associates, Inc.$42K
End-of-year total assets ($M) among Employee Benefits Plan of Diane & C W Sanderson III Ptr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Diane & C W Sanderson III Ptr multi-year asset trail

Sponsor-wide plan assets over time

All Diane & C W Sanderson III Ptr plans reported in each filing year

Latest sponsor-wide plan assets
$60K 46.14711246200608% vs 2022
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M 202220232024 $0.04M $0.06M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $41K
2023 1 1 $50K
2024 1 1 $60K

Diane & C W Sanderson III Ptr filing trail (2022)

Total Assets (Beginning of Year)$55K
Net Assets (End of Year)$41K
Net Income-$14K
Employer EIN621341253
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Employee Benefits Plan of Diane & C W Sanderson III Ptr vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Employee Benefits Plan of Diane & C W Sanderson III Ptr, Total assets ($B): 0.000041125 · Participants: 1Employee Benefits Plan of Diane & C W Sanderson III PtrVanderbilt 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
Employee Benefits Plan of Diane & C W Sanderson III Ptr vs. nearby Other plans in Tennessee, assets vs. participants
Compare Employee Benefits Plan of Diane & C W Sanderson III Ptr side-by-side with 3 peers →

Employee Benefits Plan of Diane & C W Sanderson III Ptr's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Community Foundation of the Eastern Shore, Inc. 403(b) Plan in MD ($40K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Employee Benefits Plan of Diane & C W Sanderson III Ptr assets move in 2022? ▼
Employee Benefits Plan of Diane & C W Sanderson III Ptr declined sharply - down 24.7% during 2022, from $55K to $41K. Reported net income was -$14K.
How have Diane & C W Sanderson III Ptr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diane & C W Sanderson III Ptr's sponsor-wide assets grew 46.1%, from $41K to $60K.
Where does Employee Benefits Plan of Diane & C W Sanderson III Ptr rank by assets among Form 5500 filers? ▼
Employee Benefits Plan of Diane & C W Sanderson III Ptr ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Employee Benefits Plan of Diane & C W Sanderson III Ptr? ▼
Among Other plans in other states, the closest by assets is Community Foundation of the Eastern Shore, Inc. 403(b) Plan in MD ($40K, 1 participant).
Which Other plans cover a similar participant headcount to Employee Benefits Plan of Diane & C W Sanderson III Ptr? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 621341253.

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.