Other · DOL Form 5500 · 2023

Harding Academy Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$155,960
Avg per participant Above avg balance/head
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Official DOL plan name: Harding Academy Tax Deferred Annuity Plan · Sponsored by Harding Academy · Tennessee · Educational Services

$15M in assets, 94 participants

Harding Academy's Harding Academy Tax Deferred Annuity Plan reported $15M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,835 in Educational Services (3,735 peers)

Harding Academy multi-year trail

Harding Academy's plans moved +30.7% in assets from 2022 to 2024; this filing shows Harding Academy Tax Deferred Annuity Plan at $15M / 94 participants.

#1,835
in Educational Services (3,735 peers)
+15.4%
assets growth YoY

Harding Academy Tax Deferred Annuity Plan's outsized position by total assets

Harding Academy Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,660,285 Top 33% higher than 67% of 127,068 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 2023

Harding Academy Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harding Academy Tax Deferred Annuity Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harding Academy Tax Deferred Annuity Plan reported net income rose from $15K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harding Academy Tax Deferred Annuity Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Harding Academy Tax Deferred Annuity Plan reported participants rose from 87 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620852815 · Harding Academy PY 2023 · Other

Harding Academy Tax Deferred Annuity Plan · $15M · 94 · 67th

  • PART $15M
  • PART 94
  • PART 67th
  • PART Other
  • PART near Lutheran Homes of Oconomowoc Retirement Plan
  • PART ind #1835

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 →

Harding Academy Tax Deferred Annuity Plan in the asset neighbourhood

Jva, Inc. Employees' Stock Bonus Plan and TrustJva, Inc. Employees' Stock B…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15MLutheran Homes of Oconomowoc Retirement PlanLutheran Homes of Oconomowoc…$15MHorizon House 403(b) Plan$15MVirginia Episcopal School Defined Contribution Retirement PlanVirginia Episcopal School De…$15M
End-of-year total assets ($M) among Harding Academy Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Harding Academy multi-year asset trail

Sponsor-wide plan assets over time

All Harding Academy plans reported in each filing year

Latest sponsor-wide plan assets
$17M 30.715798812475082% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $16.6M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 87 $13M
2023 1 94 $15M
2024 1 94 $17M

Harding Academy filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN620852815
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Harding Academy Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Harding Academy Tax Deferred Annuity Plan, Total assets ($B): 0.014660285 · Participants: 94Harding Academy Tax Deferred Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Harding Academy Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Harding Academy Tax Deferred Annuity Plan side-by-side with 3 peers →

Harding Academy Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Lutheran Homes of Oconomowoc Retirement Plan in WI ($15M); by covered participants it is Morrow Memorial Home for the Aged, Inc. in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harding Academy Tax Deferred Annuity Plan assets move in 2023? ▼
Harding Academy Tax Deferred Annuity Plan grew sharply - up 15.4% during 2023, from $13M to $15M. Reported net income was $2M.
How have Harding Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harding Academy's sponsor-wide assets grew 30.7%, from $13M to $17M.
Which Other plans are similar in size to Harding Academy Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Homes of Oconomowoc Retirement Plan in WI ($15M, 376 participants).
Which Other plans cover a similar participant headcount to Harding Academy Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Morrow Memorial Home for the Aged, Inc. in WI (94 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620852815.

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.