Other · DOL Form 5500 · 2022

Birmingham Southern College Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
349
Participants Below avg headcount
92nd
Percentile by assets National rank
$249,183
Avg per participant Above avg balance/head
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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.

  • #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.

#3,442
in Educational Services (4,024 peers)
+1.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$86,964,874 Top 8% higher than 92% 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

Birmingham Southern College Defined Contribution and 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. Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (349 participants).

Published 5500 schedule card

Filing strip 630288811 · Birmingham Southern College PY 2022 · Other

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan · $87M · 349 · 92nd

  • VS-ST $87M
  • VS-ST 349
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda
  • VS-ST ind #3442

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 Alabama →

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Hillel the Foundation for Jewish Campus Life 403(b) DC-TdaHillel the Foundation for Je…$87MBirmingham Southern College Defined Contribution and Tax Deferred Annuity PlanBirmingham Southern College …$87MAugustana College Retirement PlanAugustana College Retirement…$87MGilman School Defined Contribution Retirement PlanGilman School Defined Contri…$87MArizona State Carpenter's Annuity Trust FundArizona State Carpenter's An…$87M
End-of-year total assets ($M) among Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Birmingham Southern College plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $87M $0M ▼ -100.0%
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 Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.049893846 · Participants: 1300Plumbers & Pipefitters Local 760 Savings and Investment Plan
Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda in DC ($87M); by covered participants it is Foundation Physicians Medical Group, Inc. 401(k) Plan in CA (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 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).
Which Other plans cover a similar participant headcount to Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Foundation Physicians Medical Group, Inc. 401(k) Plan in CA (349 participants, $71M 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 630288811.

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.