Other · DOL Form 5500 · 2023

Michael Dunn Center Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
344
Participants Below avg headcount
34th
Percentile by assets National rank
$7,870
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michael Dunn Center Retirement Plan · Sponsored by Michael Dunn Center · Tennessee · Educational Services

$3M in assets, 344 participants

Michael Dunn Center's Michael Dunn Center Retirement Plan reported $3M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

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

Coverage in Tennessee

Michael Dunn Center Retirement Plan covers 344 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#839
in Educational Services (3,735 peers)
+23.3%
assets growth YoY

Michael Dunn Center Retirement Plan's mid-pack asset rank among Educational Services and all filers

Michael Dunn Center Retirement Plan vs every filed plan by assets

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

$2,707,338 34th percentile higher than 34% 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

Michael Dunn Center 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. Michael Dunn Center Retirement Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael Dunn Center Retirement Plan reported net income rose from -$482K in the plan year 2022 filing to $512K in the plan year 2023 filing.
  • Michael Dunn Center Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Michael Dunn Center Retirement Plan reported participants rose from 318 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620851179 · Michael Dunn Center PY 2023 · Other

Michael Dunn Center Retirement Plan · $3M · 344 · 34th

  • BOOK $3M
  • VS-ST 344
  • BOY 34th
  • SCH Other
  • EBSA near Wv Humanities Council Tax-Deferred Annuity Plan
  • PART ind #839

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 →

Michael Dunn Center Retirement Plan in the asset neighbourhood

La Red Health Center, Inc. 403b PlanLa Red Health Center, Inc. 4…$3MJewish Community Center in Manhattan 403(b) Defined Contribution PlanJewish Community Center in M…$3MMichael Dunn Center Retirement PlanMichael Dunn Center Retireme…$3MVictor C Neumann Association Tax Deferred Annuity PlanVictor C Neumann Association…$3MWv Humanities Council Tax-Deferred Annuity PlanWv Humanities Council Tax-De…$3M
End-of-year total assets ($M) among Michael Dunn Center Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$512K
Employer EIN620851179
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Dunn Center)

Sponsor-wide plan assets over time

All Michael Dunn Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.93514228203453% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.61M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 318 $2M
2023 1 344 $3M
2024 1 340 $3M

Nearby Other Plans in Tennessee

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

Michael Dunn Center Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Michael Dunn Center Retirement Plan, Total assets ($B): 0.002707338 · Participants: 344Michael Dunn Center Retirement 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
Michael Dunn Center Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Michael Dunn Center Retirement Plan side-by-side with 3 peers →

Michael Dunn Center Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Wv Humanities Council Tax-Deferred Annuity Plan in WV ($3M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Michael Dunn Center Retirement Plan assets move in 2023? ▼
Michael Dunn Center Retirement Plan grew sharply - up 23.3% during 2023, from $2M to $3M. Reported net income was $512K.
How have Michael Dunn Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Dunn Center's sponsor-wide assets grew 18.9%, from $2M to $3M.
Which Other plans are similar in size to Michael Dunn Center Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wv Humanities Council Tax-Deferred Annuity Plan in WV ($3M, 10 participants).
Which Other plans cover a similar participant headcount to Michael Dunn Center Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New Communities, Inc. 403(b) Plan in ME (344 participants, $6M 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 620851179.

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.