Other · DOL Form 5500 · 2022

Faulkner University Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
268
Participants Below avg headcount
77th
Percentile by assets National rank
$74,657
Avg per participant Below avg balance/head
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Official DOL plan name: Faulkner University Tax Deferred Annuity Plan · Sponsored by Faulkner University · Alabama · Educational Services

$20M in assets, 268 participants

Faulkner University's Faulkner University Tax Deferred Annuity Plan reported $20M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,453 in Educational Services (4,024 peers)

Where Faulkner University Tax Deferred Annuity Plan sits by assets

Faulkner University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $20M for 268 participants (~$74,657/participant), up 4.4% in 2022.

#2,453
in Educational Services (4,024 peers)
+4.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Faulkner University Tax Deferred Annuity Plan's outsized position by total assets

Faulkner University Tax Deferred Annuity Plan vs every filed plan by assets

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

$20,008,159 Top 23% higher than 77% 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

Faulkner University 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. Faulkner University Tax Deferred Annuity Plan sits mid-pack in the medium band (268 participants).

EBSA filing schedule strip

Filing strip 630329409 · Faulkner University PY 2022 · Other

Faulkner University Tax Deferred Annuity Plan · $20M · 268 · 77th

  • PHOTO $20M
  • PHOTO 268
  • PHOTO 77th
  • PHOTO Other
  • PHOTO near Jesuit High School of Sacramento Employee Retirement Plan
  • PHOTO ind #2453

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 →

Faulkner University Tax Deferred Annuity Plan in the asset neighbourhood

La Rabida Children's Hospital 403(b) Retirement Savings PlanLa Rabida Children's Hospita…$20MStep Forward 403(b) Retirement PlanStep Forward 403(b) Retireme…$20MInternational Association of Fire Chiefs Defined Contribution PlanInternational Association of…$20MJesuit High School of Sacramento Employee Retirement PlanJesuit High School of Sacram…$20MFaulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$20M
End-of-year total assets ($M) among Faulkner University 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)$19M
Net Assets (End of Year)$20M
Net Income$847K
Employer EIN630329409
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Faulkner University)

Sponsor-wide plan assets over time

All Faulkner University plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.24667701811046% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $26.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 268 $20M
2023 1 349 $24M
2024 1 396 $27M

Nearby Other Plans in Alabama

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

Faulkner University 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 ($B) Participants Faulkner University Tax Deferred Annuity Plan, Total assets ($B): 0.020008159 · Participants: 268Faulkner University 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 ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
Faulkner University Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Faulkner University Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Other by assets is Jesuit High School of Sacramento Employee Retirement Plan in CA ($20M); by covered participants it is New York State Technology Enterprise Corporation 403b Retirement Plan in NY (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Faulkner University Tax Deferred Annuity Plan assets move in 2022? ▼
Faulkner University Tax Deferred Annuity Plan edged up modestly - up 4.4% during 2022, from $19M to $20M. Reported net income was $847K.
How have Faulkner University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Faulkner University's sponsor-wide assets grew 33.2%, from $20M to $27M.
Where does Faulkner University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Faulkner University Tax Deferred Annuity Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Jesuit High School of Sacramento Employee Retirement Plan in CA ($20M, 129 participants).
Which Other plans cover a similar participant headcount to Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is New York State Technology Enterprise Corporation 403b Retirement Plan in NY (268 participants, $45M 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 630329409.

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.