Other · DOL Form 5500 · 2022

Birmingham Southern College Retirement Plan

Data updated 2026-08-11

$87M
Total assets
349
Participants
92nd
Percentile by assets
$249,183
Avg per participant
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Official DOL plan name: Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Birmingham Southern College · Alabama · Educational Services

$87M in assets, 349 participants

Birmingham Southern College's Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan reported $87M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #3,442 in Educational Services (4,024 peers)

Where Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan sits by assets

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $87M for 349 participants (~$249,183/participant), up 1.6% in 2022.

$87M
total plan assets (2022 EOY)
349
covered participants
92nd
percentile by assets (of 139,126 plans)
$249,183
avg assets per participant
State

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs the 2022 asset distribution

By assets, Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$87M
Net Income$1M
Employer EIN630288811
Plan Effective Date1923-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birmingham Southern College)

$-50M$0M$50M$100M 202220232024 $87M $0M ▼ -100.0%
Total plan assets by year, all Birmingham Southern College plans on file
Year Plans Participants Total Assets
2022 1 349 $87M
2023 1 464 $85M
2024 1 361 N/A

Nearby Other Plans in Alabama

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

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Birmingham Southern …University of Alabam…Drummond Company, In…Samford University 4…Uab Health System 40…Plumbers & Pipefitte…
Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan assets move in 2022?
Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan edged up modestly - up 1.6% during 2022, from $86M to $87M. Reported net income was $1M.
Where does Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda in DC ($87M, 688 participants).

Next read for Birmingham Southern College Defined Cont…

Scale reading

Ways to act on Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan's numbers.

  • By total assets, Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans