Other · DOL Form 5500 · 2023

Davidson Academy Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
112
Participants Small participant base
58th
Percentile by assets National rank
$85,262
Avg per participant Below avg balance/head
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Official DOL plan name: Davidson Academy 403(b)Plan · Sponsored by Davidson Academy · Tennessee · Educational Services

$10M in assets, 112 participants

Davidson Academy's Davidson Academy 403(b)Plan reported $10M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,527 in Educational Services (3,735 peers)

Coverage in Tennessee

Davidson Academy 403(b)Plan covers 112 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#1,527
in Educational Services (3,735 peers)
+4.0%
assets growth YoY

Davidson Academy 403(b)Plan's mid-pack asset rank among Educational Services and all filers

Davidson Academy 403(b)Plan vs every filed plan by assets

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

$9,549,311 Top 42% higher than 58% 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

Davidson Academy 403(b)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. Davidson Academy 403(b)Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson Academy 403(b)Plan reported net income rose from -$1M in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Davidson Academy 403(b)Plan reported participants fell from 120 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Davidson Academy 403(b)Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621091031 · Davidson Academy PY 2023 · Other

Davidson Academy 403(b)Plan · $10M · 112 · 58th

  • BOY $10M
  • BOY 112
  • BOY 58th
  • BOY Other
  • BOY near Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc.
  • BOY ind #1527

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 →

Davidson Academy 403(b)Plan in the asset neighbourhood

Child Focus, Inc. 403(b) Annuity PlanChild Focus, Inc. 403(b) Ann…$10MDavidson Academy 403(b)Plan$10MRetirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc.Retirement Plan for Specifie…$10MThe Bide-a-Wee Home Associates Tax Deferred Annuity PlanThe Bide-a-Wee Home Associat…$10MNeighborhood Family Practice 403(b) PlanNeighborhood Family Practice…$10M
End-of-year total assets ($M) among Davidson Academy 403(b)Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$369K
Employer EIN621091031
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson Academy)

Sponsor-wide plan assets over time

All Davidson Academy plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.18M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 120 $9M
2023 1 112 $10M
2024 1 113 N/A

Nearby Other Plans in Tennessee

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

Davidson Academy 403(b)Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Davidson Academy 403(b)Plan, Total assets ($B): 0.009549311 · Participants: 112Davidson Academy 403(b)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
Davidson Academy 403(b)Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Davidson Academy 403(b)Plan side-by-side with 3 peers →

Davidson Academy 403(b)Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY ($10M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Davidson Academy 403(b)Plan assets move in 2023? ▼
Davidson Academy 403(b)Plan edged up modestly - up 4.0% during 2023, from $9M to $10M. Reported net income was $369K.
Which Other plans are similar in size to Davidson Academy 403(b)Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY ($10M, 50 participants).
Which Other plans cover a similar participant headcount to Davidson Academy 403(b)Plan? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (112 participants, N/A 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 621091031.

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.