Other · DOL Form 5500 · 2023
University School of Jackson Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $108,645
- Avg per participant Below avg balance/head
Official DOL plan name: University School of Jackson 403(b) Retirement Pla · Sponsored by University School of Jackson · Tennessee · Educational Services
$13M in assets, 123 participants
University School of Jackson's University School of Jackson 403(b) Retirement Pla reported $13M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,768 in Educational Services (3,735 peers)
Coverage in Tennessee
University School of Jackson 403(b) Retirement Pla covers 123 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.
- #1,768
- in Educational Services (3,735 peers)
- +17.6%
- assets growth YoY
University School of Jackson 403(b) Retirement Pla's mid-pack asset rank among Educational Services and all filers
University School of Jackson 403(b) Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,363,370 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University School of Jackson 403(b) Retirement Pla among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University School of Jackson 403(b) Retirement Pla sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University School of Jackson 403(b) Retirement Pla reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- University School of Jackson 403(b) Retirement Pla reported participants rose from 121 in the plan year 2022 filing to 123 in the plan year 2023 filing.
- University School of Jackson 403(b) Retirement Pla end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621320697 · University School of Jackson PY 2023 · Other
University School of Jackson 403(b) Retirement Pla · $13M · 123 · 65th
- VS-ST $13M
- BOY 123
- SCH 65th
- EBSA Other
- PART near Southern Jersey Family Medical Centers, Inc. Employee Retirement Plan
- TYPE ind #1768
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 Pla in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| 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 $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
University School of Jackson 403(b) Retirement Pla's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Southern Jersey Family Medical Centers, Inc. Employee Retirement Plan in NJ ($13M); by covered participants it is International Institute of New England 403(b) Plan in MA (123 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 (123 participants); asset peers above are excluded.
- International Institute of New England 403(b) Plan (MA) 123 · 0 off
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) 123 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 123 · 0 off
- The William and Flora Hewlett Foundation 403(b) Plan (CA) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.