Other · DOL Form 5500 · 2023
Birmingham-Southern College Retirement Plan
Data updated 2026-08-11
- $85M
- Total assets
- 464
- Participants
- 90th
- Percentile by assets
- $182,901
- Avg per participant
Official DOL plan name: Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Birmingham-Southern College · Alabama · Educational Services
$85M in assets, 464 participants
Birmingham-Southern College's Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan reported $85M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #3,085 in Educational Services (3,735 peers)
Where Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan sits by assets
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $85M for 464 participants (~$182,901/participant), down 2.4% in 2023.
- $85M
- total plan assets (2023 EOY)
- 464
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $182,901
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan reported participants rose from 349 in the plan year 2022 filing to 464 in the plan year 2023 filing.
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan end-of-year assets fell from $87M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan vs the 2023 asset distribution
By assets, Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$2M |
| Employer EIN | 630288811 |
| Plan Effective Date | 1923-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Birmingham-Southern College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $87M |
| 2023 | 1 | 464 | $85M |
| 2024 | 1 | 361 | N/A |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $58M · 1,319
Similar-Sized Other Plans Nationally
Other plans in other states closest to Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan assets move in 2023? ▼
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Scale reading
Ways to act on Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan's numbers.
- By total assets, Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans