Other · DOL Form 5500 · 2023

L.B.J. & C. Development Corporation Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
245
Participants Below avg headcount
34th
Percentile by assets National rank
$10,744
Avg per participant Low balance/head
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Official DOL plan name: L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · Sponsored by L.B.J. & C. Development Corporation · Tennessee · Educational Services

$3M in assets, 245 participants

L.B.J. & C. Development Corporation's L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported $3M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #828 in Educational Services (3,735 peers)

Coverage in Tennessee

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan covers 245 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#828
in Educational Services (3,735 peers)
+1.8%
assets growth YoY

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs every filed plan by assets

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

$2,632,224 34th percentile higher than 34% 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

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported net income rose from $13K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported participants rose from 234 in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620724384 · L.B.J. & C. Development Corporation PY 2023 · Other

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · $3M · 245 · 34th

  • PHOTO $3M
  • PHOTO 245
  • PHOTO 34th
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan of Oakland Family Services
  • PHOTO ind #828

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 →

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in the asset neighbourhood

L.B.J. & C. Development Corporation Tax Sheltered Annuity PlanL.B.J. & C. Development Corp…$3M403(b) Thrift Plan of Oakland Family Services403(b) Thrift Plan of Oaklan…$3MThe Priority Center 403(b) PlanThe Priority Center 403(b) P…$3MCommunity Support Services of Missouri 403(b) PlanCommunity Support Services o…$3MCommunities in Schools of Philadelphia 403(b) DC & Tda PlanCommunities in Schools of Ph…$3M
End-of-year total assets ($M) among L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$47K
Employer EIN620724384
Plan Effective Date1968-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.B.J. & C. Development Corporation)

Sponsor-wide plan assets over time

All L.B.J. & C. Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.004680058079133981% vs 2022
2024 filing year
$2.58M$2.6M$2.62M$2.64M 202220232024 $2.59M $2.59M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 234 $3M
2023 1 245 $3M
2024 1 203 $3M

Nearby Other Plans in Tennessee

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

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan, Total assets ($B): 0.002632224 · Participants: 245L.B.J. & C. Development Corporation Tax Sheltered 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
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan side-by-side with 3 peers →

L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is 403(b) Thrift Plan of Oakland Family Services in MI ($3M); by covered participants it is University School Retirement Savings Plan in OH (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan assets move in 2023? ▼
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan edged up modestly - up 1.8% during 2023, from $3M to $3M. Reported net income was $47K.
How have L.B.J. & C. Development Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.B.J. & C. Development Corporation's sponsor-wide assets grew 0.0%, from $3M to $3M.
Which Other plans are similar in size to L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Oakland Family Services in MI ($3M, 136 participants).
Which Other plans cover a similar participant headcount to L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University School Retirement Savings Plan in OH (245 participants, $71M 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 620724384.

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.