Other · DOL Form 5500 · 2023
Lipscomb University Retirement Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 1,387
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $101,944
- Avg per participant Below avg balance/head
Official DOL plan name: Lipscomb University Defined Contribution Retirement Plan · Sponsored by Lipscomb University · Tennessee · Educational Services
$141M in assets, 1,387 participants
Lipscomb University's Lipscomb University Defined Contribution Retirement Plan reported $141M in total assets and 1,387 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,307 in Educational Services (3,735 peers)
Where Lipscomb University Defined Contribution Retirement Plan sits by assets
Lipscomb University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $141M for 1,387 participants (~$101,944/participant), up 15.1% in 2023.
- #3,307
- in Educational Services (3,735 peers)
- +15.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Lipscomb University Defined Contribution Retirement Plan's outsized position by total assets
Lipscomb University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$141,395,792 Top 7% higher than 93% 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
Lipscomb University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipscomb University Defined Contribution Retirement Plan lands in the large band (1,387 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lipscomb University Defined Contribution Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Lipscomb University Defined Contribution Retirement Plan reported participants rose from 717 in the plan year 2022 filing to 1,387 in the plan year 2023 filing.
- Lipscomb University Defined Contribution Retirement Plan end-of-year assets rose from $123M in the plan year 2022 filing to $141M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620485733 · Lipscomb University PY 2023 · Other
Lipscomb University Defined Contribution Retirement Plan · $141M · 1,387 · 93rd
- SCH $141M
- EBSA 1,387
- PART 93rd
- TYPE Other
- NET near Hebrew Seniorlife Employee Savings Plan
- BOOK ind #3307
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 →
Lipscomb University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $19M |
| Employer EIN | 620485733 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lipscomb University)
Sponsor-wide plan assets over time
All Lipscomb University plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 23.908667282969006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 717 | $123M |
| 2023 | 1 | 1,387 | $141M |
| 2024 | 1 | 1,338 | $152M |
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
Lipscomb University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Hebrew Seniorlife Employee Savings Plan in MA ($142M); by covered participants it is Ccres 403(b) Plan in PA (1,388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Hebrew Seniorlife Employee Savings Plan (MA) $142M · 2,315
- Alfred University Retirement Plan (NY) $141M · 436
- Oneblood 403(b) Retirement Plan (FL) $142M · 2,510
- Utica University Defined Contribution Retirement Plan (NY) $142M · 1,228
Similar participant headcount
Nearest other-state filings by covered participants (1,387 participants); asset peers above are excluded.
- Ccres 403(b) Plan (PA) 1,388 · 1 off
- Bd Savings Plan for Puerto Rico Employees (PR) 1,390 · 3 off
- The J. Paul Getty Trust Employee Investment Plan (CA) 1,382 · 5 off
- Pomona College Academic Retirement Plan (CA) 1,395 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.