Other · DOL Form 5500 · 2023
Lincoln Memorial University Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 938
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $68,917
- Avg per participant Below avg balance/head
Official DOL plan name: Lincoln Memorial University Defined Contribution Retirement Plan · Sponsored by Lincoln Memorial University · Tennessee · Educational Services
$65M in assets, 938 participants
Lincoln Memorial University's Lincoln Memorial University Defined Contribution Retirement Plan reported $65M in total assets and 938 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,930 in Educational Services (3,735 peers)
Where Lincoln Memorial University Defined Contribution Retirement Plan sits by assets
Lincoln Memorial University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $65M for 938 participants (~$68,917/participant), up 15.3% in 2023.
- #2,930
- in Educational Services (3,735 peers)
- +15.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lincoln Memorial University Defined Contribution Retirement Plan's outsized position by total assets
Lincoln Memorial University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,644,486 Top 12% higher than 88% 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
Lincoln Memorial University Defined Contribution Retirement 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. Lincoln Memorial University Defined Contribution Retirement Plan sits mid-pack in the medium band (938 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lincoln Memorial University Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Lincoln Memorial University Defined Contribution Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Lincoln Memorial University Defined Contribution Retirement Plan reported participants rose from 868 in the plan year 2022 filing to 938 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 620479542 · Lincoln Memorial University PY 2023 · Other
Lincoln Memorial University Defined Contribution Retirement Plan · $65M · 938 · 88th
- VS-ST $65M
- BOY 938
- SCH 88th
- EBSA Other
- PART near New York Public Radio Retirement Plan
- TYPE ind #2930
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 →
Lincoln Memorial University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $9M |
| Employer EIN | 620479542 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Memorial University)
Sponsor-wide plan assets over time
All Lincoln Memorial University plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 30.50815034813905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 868 | $56M |
| 2023 | 1 | 938 | $65M |
| 2024 | 1 | 1,050 | $73M |
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
Lincoln Memorial University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is New York Public Radio Retirement Plan in NY ($65M); by covered participants it is Public Health Institute 403(b) Retirement Plan in CA (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (938 participants); asset peers above are excluded.
- Public Health Institute 403(b) Retirement Plan (CA) 942 · 4 off
- Crista Ministries 403(b) Savings Plan (WA) 943 · 5 off
- Punahou School Defined Contribution Retirement Plan (HI) 932 · 6 off
- Fairview Range Regional Health Services 403b Plan (MN) 931 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.