Other · DOL Form 5500 · 2023
Exchange Club-Carl Perkins Center Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $44,526
- Avg per participant Low balance/head
Official DOL plan name: Exchange Club-Carl Perkins Center 403(b) Plan · Sponsored by Exchange Club-Carl Perkins Center · Tennessee · Healthcare & Social Assistance
$3M in assets, 73 participants
Exchange Club-Carl Perkins Center's Exchange Club-Carl Perkins Center 403(b) Plan reported $3M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,759 in Healthcare & Social Assistance (17,684 peers)
Exchange Club-Carl Perkins Center multi-year trail
Exchange Club-Carl Perkins Center's plans moved +38.3% in assets from 2022 to 2024; this filing shows Exchange Club-Carl Perkins Center 403(b) Plan at $3M / 73 participants.
- #6,759
- in Healthcare & Social Assistance (17,684 peers)
- +17.2%
- assets growth YoY
Exchange Club-Carl Perkins Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Exchange Club-Carl Perkins Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,250,374 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Exchange Club-Carl Perkins Center 403(b) 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. Exchange Club-Carl Perkins Center 403(b) Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Exchange Club-Carl Perkins Center 403(b) Plan reported net income rose from $405K in the plan year 2022 filing to $476K in the plan year 2023 filing.
- Exchange Club-Carl Perkins Center 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Exchange Club-Carl Perkins Center 403(b) Plan reported participants rose from 72 in the plan year 2022 filing to 73 in the plan year 2023 filing.
DOL schedule card
Filing strip 621123112 · Exchange Club-Carl Perkins Center PY 2023 · Other
Exchange Club-Carl Perkins Center 403(b) Plan · $3M · 73 · 37th
- RANK $3M
- PHOTO 73
- IND 37th
- EOY Other
- 5500 near Society for Pediatric Research 403b
- ASSETS ind #6759
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Exchange Club-Carl Perkins Center 403(b) Plan in the asset neighbourhood
Exchange Club-Carl Perkins Center multi-year asset trail
Sponsor-wide plan assets over time
All Exchange Club-Carl Perkins Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.252290639959085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 73 | $3M |
| 2024 | 1 | 69 | $4M |
Exchange Club-Carl Perkins Center filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $476K |
| Employer EIN | 621123112 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Exchange Club-Carl Perkins Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Society for Pediatric Research 403b in TX ($3M); by covered participants it is Catholic Health Association in MO (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.