Other · DOL Form 5500 · 2023

Birmingham-Southern College Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
464
Participants Below avg headcount
90th
Percentile by assets National rank
$182,901
Avg per participant Above avg balance/head
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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.

  • #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.

#3,085
in Educational Services (3,735 peers)
-2.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$84,866,155 Top 10% higher than 90% 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

Birmingham-Southern College Defined Contribution and Tax Deferred 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. Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (464 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630288811 · Birmingham-Southern College PY 2023 · Other

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan · $85M · 464 · 90th

  • PHOTO $85M
  • PHOTO 464
  • PHOTO 90th
  • PHOTO Other
  • PHOTO near Kansas City University Retirement Plan
  • PHOTO ind #3085

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 →

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity PlanBirmingham-Southern College …$85MKansas City University Retirement PlanKansas City University Retir…$85MWinrock International Institute for Agricultural Development Defined Contribution PlanWinrock International Instit…$85MGolden Gate University Retirement PlanGolden Gate University Retir…$85MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$85M
End-of-year total assets ($M) among Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$85M
Net Income-$2M
Employer EIN630288811
Plan Effective Date1923-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birmingham-Southern College)

Sponsor-wide plan assets over time

All Birmingham-Southern College plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $87M $0M ▼ -100.0%
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 Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.057885803 · Participants: 1319Plumbers & Pipefitters Local 760 Savings and Investment Plan
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Kansas City University Retirement Plan in MO ($85M); by covered participants it is Starfish Family Services, Inc. DC Plan in MI (464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan assets move in 2023? ▼
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan edged down modestly - down 2.4% during 2023, from $87M to $85M. Reported net income was -$2M.
Where does Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kansas City University Retirement Plan in MO ($85M, 404 participants).
Which Other plans cover a similar participant headcount to Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Starfish Family Services, Inc. DC Plan in MI (464 participants, $13M 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 630288811.

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.