Other · DOL Form 5500 · 2022

Southern College of Optometry Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
210
Participants Below avg headcount
91st
Percentile by assets National rank
$337,897
Avg per participant High balance/head
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Official DOL plan name: Southern College of Optometry Defined Contribution Plan · Sponsored by Southern College of Optometry · Tennessee · Educational Services

$71M in assets, 210 participants

Southern College of Optometry's Southern College of Optometry Defined Contribution Plan reported $71M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,333 in Educational Services (4,024 peers)

Coverage in Tennessee

Southern College of Optometry Defined Contribution Plan covers 210 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $71M.

#3,333
in Educational Services (4,024 peers)
+8.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southern College of Optometry Defined Contribution Plan's outsized position by total assets

Southern College of Optometry Defined Contribution Plan vs every filed plan by assets

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

$70,958,434 Top 9% higher than 91% 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

Southern College of Optometry Defined Contribution 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. Southern College of Optometry Defined Contribution Plan sits mid-pack in the medium band (210 participants).

Form 5500 schedule snapshot

Filing strip 620548917 · Southern College of Optometry PY 2022 · Other

Southern College of Optometry Defined Contribution Plan · $71M · 210 · 91st

  • VS-ST $71M
  • BOY 210
  • SCH 91st
  • EBSA Other
  • PART near Foundation Physicians Medical Group, Inc. 401(k) Plan
  • TYPE ind #3333

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 →

Southern College of Optometry Defined Contribution Plan in the asset neighbourhood

University Physician Group 403b Retirement PlanUniversity Physician Group 4…$71MRandolph College Defined Contribution & Tax Deferred Annuity Retirement PlanRandolph College Defined Con…$71MSouthern College of Optometry Defined Contribution PlanSouthern College of Optometr…$71MFoundation Physicians Medical Group, Inc. 401(k) PlanFoundation Physicians Medica…$71MCharlotte Country Day School Retirement PlanCharlotte Country Day School…$71M
End-of-year total assets ($M) among Southern College of Optometry Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$71M
Net Income$5M
Employer EIN620548917
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern College of Optometry)

Sponsor-wide plan assets over time

All Southern College of Optometry plans reported in each filing year

Latest sponsor-wide plan assets
$81M 13.617627187206526% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $71M $80.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 210 $71M
2023 1 208 $76M
2024 1 209 $81M

Nearby Other Plans in Tennessee

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

Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Southern College of Optometry Defined Contribution Plan, Total assets ($B): 0.070958434 · Participants: 210Southern College of Optometry Defined Contribution 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
Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Southern College of Optometry Defined Contribution Plan side-by-side with 3 peers →

Southern College of Optometry Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Foundation Physicians Medical Group, Inc. 401(k) Plan in CA ($71M); by covered participants it is Scholarship America 403(b) Retirement Plan in MN (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Southern College of Optometry Defined Contribution Plan assets move in 2022? ▼
Southern College of Optometry Defined Contribution Plan grew at a solid clip - up 8.2% during 2022, from $66M to $71M. Reported net income was $5M.
How have Southern College of Optometry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern College of Optometry's sponsor-wide assets grew 13.6%, from $71M to $81M.
Where does Southern College of Optometry Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Southern College of Optometry Defined Contribution Plan ranks in the 91st 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 Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Foundation Physicians Medical Group, Inc. 401(k) Plan in CA ($71M, 349 participants).
Which Other plans cover a similar participant headcount to Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Scholarship America 403(b) Retirement Plan in MN (210 participants, $7M 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 620548917.

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.