Other · DOL Form 5500 · 2022

Spelman College Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
710
Participants Below avg headcount
74th
Percentile by assets National rank
$22,598
Avg per participant Low balance/head
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Official DOL plan name: Spelman College Tax Deferred Annuity Plan · Sponsored by Spelman College · Georgia · Educational Services

$16M in assets, 710 participants

Spelman College's Spelman College Tax Deferred Annuity Plan reported $16M in total assets and 710 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,266 in Educational Services (4,024 peers)

Spelman College multi-year trail

Spelman College's plans moved +25.1% in assets from 2022 to 2024; this filing shows Spelman College Tax Deferred Annuity Plan at $16M / 710 participants.

#2,266
in Educational Services (4,024 peers)
-10.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spelman College Tax Deferred Annuity Plan's outsized position by total assets

Spelman College Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,044,267 Top 26% higher than 74% 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

Spelman College Tax Deferred Annuity 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. Spelman College Tax Deferred Annuity Plan sits mid-pack in the medium band (710 participants).

DOL schedule card

Filing strip 580566243 · Spelman College PY 2022 · Other

Spelman College Tax Deferred Annuity Plan · $16M · 710 · 74th

  • EIN $16M
  • EIN 710
  • EIN 74th
  • EIN Other
  • EIN near Innovative Learning, Inc. 403(b) Retirement Plan
  • EIN ind #2266

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 Georgia →

Spelman College Tax Deferred Annuity Plan in the asset neighbourhood

Family Health Center 403(b) PlanFamily Health Center 403(b) …$16MSpelman College Tax Deferred Annuity PlanSpelman College Tax Deferred…$16MInnovative Learning, Inc. 403(b) Retirement PlanInnovative Learning, Inc. 40…$16MSeabury Hall/College Preparatory School 403(b) DC PlanSeabury Hall/College Prepara…$16M403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc.403(b) Thrift Plan of Ohel C…$16M
End-of-year total assets ($M) among Spelman College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Spelman College multi-year asset trail

Sponsor-wide plan assets over time

All Spelman College plans reported in each filing year

Latest sponsor-wide plan assets
$123M 25.135801121555424% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $123M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 1,336 $98M
2023 2 1,392 $112M
2024 2 1,500 $123M

Spelman College filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN580566243
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Spelman College Tax Deferred Annuity Plan, Total assets ($B): 0.016044267 · Participants: 710Spelman College Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Spelman College Tax Deferred Annuity Plan side-by-side with 3 peers →

Spelman College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Innovative Learning, Inc. 403(b) Retirement Plan in MD ($16M); by covered participants it is Home Health Foundation, Inc. 403(b) Retirement Plan in MA (710 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (710 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 Spelman College Tax Deferred Annuity Plan assets move in 2022? ▼
Spelman College Tax Deferred Annuity Plan pulled back noticeably - down 10.1% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Spelman College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spelman College's sponsor-wide assets grew 25.1%, from $98M to $123M.
Which Other plans are similar in size to Spelman College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Innovative Learning, Inc. 403(b) Retirement Plan in MD ($16M, 195 participants).
Which Other plans cover a similar participant headcount to Spelman College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Home Health Foundation, Inc. 403(b) Retirement Plan in MA (710 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 580566243.

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.