401(k)
2022 plan-year 401(k) DOL Form 5500

Battle Ground Academy Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Battle Ground Academy · Tennessee · Educational Services

What the 2023 filing shows

Battle Ground Academy Pension Plan holds $19M for 205 participants — about $94,658 per participant, down 14.1% over the 2022 plan year.

$19M
total plan assets (2022 EOY)
205
covered participants
$94,658
avg assets per participant
-14.1%
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.

Total Assets (2023)
$19M
Participants
205
State
Industry
Educational Services

What the Filing Says About Battle Ground Academy Pension Plan

Battle Ground Academy Pension Plan is a 401(k) retirement plan sponsored by Battle Ground Academy, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 205 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 620125920, and the plan has been effective since 1965-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $19M at year-end — a decline of 14.1%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-3,193,021 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-3,193,021
Plan Type401(k)
Employer EIN620125920
Plan Effective Date1965-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Battle Ground Academy)

Year Plans Participants Total Assets
2022 1 205 $19M
2023 1 173 $22M
2024 1 256 $25M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Battle Ground Academy Pension Plan?
As of the 2022 Form 5500 filing, Battle Ground Academy Pension Plan holds $19M in total assets with 205 participants. It is sponsored by Battle Ground Academy.
What type of plan is Battle Ground Academy Pension Plan?
Battle Ground Academy Pension Plan is a 401(k) plan. It has been effective since 1965-03-01. The plan is filed with the U.S. Department of Labor under EIN 620125920.
Who sponsors the Battle Ground Academy Pension Plan?
Battle Ground Academy Pension Plan is sponsored by Battle Ground Academy, located in Tennessee. The sponsor's EIN is 620125920 and the plan operates in the Educational Services industry.
How did Battle Ground Academy Pension Plan perform in 2022?
Battle Ground Academy Pension Plan declined by 14.1% during 2022, moving from $23M to $19M in total assets. Net income was $-3,193,021.
Where can I find official filings for Battle Ground Academy Pension Plan?
Official Form 5500 filings for Battle Ground Academy Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620125920 or plan name at efast.dol.gov.
How does Battle Ground Academy Pension Plan compare to other plans?
You can compare Battle Ground Academy Pension Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620125920.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.