Other · DOL Form 5500 · 2023

Morehouse School of Medicine Retirement Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
776
Participants Near avg headcount
95th
Percentile by assets National rank
$297,798
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morehouse School of Medicine 403(b) Plan · Sponsored by Morehouse School of Medicine · Georgia · Educational Services

$231M in assets, 776 participants

Morehouse School of Medicine's Morehouse School of Medicine 403(b) Plan reported $231M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,451 in Educational Services (3,735 peers)

Where Morehouse School of Medicine 403(b) Plan sits by assets

Morehouse School of Medicine 403(b) Plan sits in the top 5% of all filed plans by assets, $231M for 776 participants (~$297,798/participant), up 17.3% in 2023.

#3,451
in Educational Services (3,735 peers)
+17.3%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Morehouse School of Medicine 403(b) Plan's outsized position by total assets

Morehouse School of Medicine 403(b) Plan vs every filed plan by assets

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

$231,091,463 Top 5% higher than 95% 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

Morehouse School of Medicine 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. Morehouse School of Medicine 403(b) Plan sits mid-pack in the medium band (776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morehouse School of Medicine 403(b) Plan reported net income rose from -$29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Morehouse School of Medicine 403(b) Plan reported participants fell from 1,050 in the plan year 2022 filing to 776 in the plan year 2023 filing.
  • Morehouse School of Medicine 403(b) Plan end-of-year assets rose from $197M in the plan year 2022 filing to $231M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581438873 · Morehouse School of Medicine PY 2023 · Other

Morehouse School of Medicine 403(b) Plan · $231M · 776 · 95th

  • VS-ST $231M
  • VS-ST 776
  • VS-ST 95th
  • VS-ST Other
  • VS-ST near The Driscoll Children's Health Employer Matching and Retirement Plan
  • VS-ST ind #3451

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 Georgia →

Morehouse School of Medicine 403(b) Plan in the asset neighbourhood

Cambridge Health Alliance Physicians Organization 403b PlanCambridge Health Alliance Ph…$232MThe Driscoll Children's Health Employer Matching and Retirement PlanThe Driscoll Children's Heal…$231MMorehouse School of Medicine 403(b) PlanMorehouse School of Medicine…$231MReed College Retirement Plan$231MThe College of Wooster Defined Contribution PlanThe College of Wooster Defin…$231M
End-of-year total assets ($M) among Morehouse School of Medicine 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$231M
Net Income$34M
Employer EIN581438873
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morehouse School of Medicine)

Sponsor-wide plan assets over time

All Morehouse School of Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$260M 32.11057172069985% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $197M $260M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 1,050 $197M
2023 1 776 $231M
2024 1 1,471 $260M

Nearby Other Plans in Georgia

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

Morehouse School of Medicine 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Morehouse School of Medicine 403(b) Plan, Total assets ($B): 0.231091463 · Participants: 776Morehouse School of Medicine 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Morehouse School of Medicine 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Morehouse School of Medicine 403(b) Plan side-by-side with 3 peers →

Morehouse School of Medicine 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Driscoll Children's Health Employer Matching and Retirement Plan in TX ($231M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Morehouse School of Medicine 403(b) Plan assets move in 2023? ▼
Morehouse School of Medicine 403(b) Plan grew sharply - up 17.3% during 2023, from $197M to $231M. Reported net income was $34M.
How have Morehouse School of Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morehouse School of Medicine's sponsor-wide assets grew 32.1%, from $197M to $260M.
Where does Morehouse School of Medicine 403(b) Plan rank by assets among Form 5500 filers? ▼
Morehouse School of Medicine 403(b) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Morehouse School of Medicine 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Driscoll Children's Health Employer Matching and Retirement Plan in TX ($231M, 2,424 participants).
Which Other plans cover a similar participant headcount to Morehouse School of Medicine 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (776 participants, $2M 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 581438873.

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.