Other · DOL Form 5500 · 2022

Emory Valley Center Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
276
Participants Below avg headcount
43rd
Percentile by assets National rank
$12,465
Avg per participant Low balance/head
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Official DOL plan name: Emory Valley Center Employee Retirement Plan · Sponsored by Emory Valley Center · Tennessee · Administrative & Support Services

$3M in assets, 276 participants

Emory Valley Center's Emory Valley Center Employee Retirement Plan reported $3M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,280 in Administrative & Support Services (4,927 peers)

Coverage in Tennessee

Emory Valley Center Employee Retirement Plan covers 276 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#3,280
in Administrative & Support Services (4,927 peers)
+13.9%
assets growth YoY

Emory Valley Center Employee Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Emory Valley Center Employee Retirement Plan vs every filed plan by assets

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

$3,440,363 43rd percentile higher than 43% 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

Emory Valley Center Employee 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. Emory Valley Center Employee Retirement Plan sits mid-pack in the medium band (276 participants).

EBSA filing schedule strip

Filing strip 620762198 · Emory Valley Center PY 2022 · Other

Emory Valley Center Employee Retirement Plan · $3M · 276 · 43rd

  • BOY $3M
  • SCH 276
  • EBSA 43rd
  • PART Other
  • TYPE near Rescue Mission Alliance 403(b) Retirement Plan
  • NET ind #3280

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Emory Valley Center Employee Retirement Plan in the asset neighbourhood

Emory Valley Center Employee Retirement PlanEmory Valley Center Employee…$3MRescue Mission Alliance 403(b) Retirement PlanRescue Mission Alliance 403(…$3MHealth Services of North Texas, Inc. 403(b) PlanHealth Services of North Tex…$3MCoastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity PlanCoastal Georgia Area Communi…$3M403(b) Thrift Plan of Tlc Child Family Services403(b) Thrift Plan of Tlc Ch…$3M
End-of-year total assets ($M) among Emory Valley Center Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$420K
Employer EIN620762198
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Valley Center)

Sponsor-wide plan assets over time

All Emory Valley Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.9547149530442% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.44M $4.09M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 276 $3M
2023 1 271 $4M
2024 1 227 $4M

Nearby Other Plans in Tennessee

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

Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Emory Valley Center Employee Retirement Plan, Total assets ($B): 0.003440363 · Participants: 276Emory Valley Center Employee Retirement PlanVanderbilt 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
Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Emory Valley Center Employee Retirement Plan side-by-side with 3 peers →

Emory Valley Center Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Rescue Mission Alliance 403(b) Retirement Plan in CA ($3M); by covered participants it is Westminster Manor 403(b) Plan in TX (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Emory Valley Center Employee Retirement Plan assets move in 2022? ▼
Emory Valley Center Employee Retirement Plan grew at a solid clip - up 13.9% during 2022, from $3M to $3M. Reported net income was $420K.
How have Emory Valley Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Valley Center's sponsor-wide assets grew 19.0%, from $3M to $4M.
Which Other plans are similar in size to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rescue Mission Alliance 403(b) Retirement Plan in CA ($3M, 228 participants).
Which Other plans cover a similar participant headcount to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Manor 403(b) Plan in TX (276 participants, $6M 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 620762198.

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.