Other · DOL Form 5500 · 2023

Berry College, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
642
Participants Below avg headcount
75th
Percentile by assets National rank
$36,436
Avg per participant Low balance/head
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Official DOL plan name: Berry College Tax-Deferred Annuity Plan · Sponsored by Berry College, Inc. · Georgia · Educational Services

$23M in assets, 642 participants

Berry College, Inc.'s Berry College Tax-Deferred Annuity Plan reported $23M in total assets and 642 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,211 in Educational Services (3,735 peers)

Where Berry College Tax-Deferred Annuity Plan sits by assets

Berry College Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $23M for 642 participants (~$36,436/participant), up 13.7% in 2023.

#2,211
in Educational Services (3,735 peers)
+13.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Berry College Tax-Deferred Annuity Plan's outsized position by total assets

Berry College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$23,391,919 Top 25% higher than 75% 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

Berry College Tax-Deferred Annuity 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. Berry College Tax-Deferred Annuity Plan sits mid-pack in the medium band (642 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berry College Tax-Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Berry College Tax-Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Berry College Tax-Deferred Annuity Plan reported participants fell from 657 in the plan year 2022 filing to 642 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580566133 · Berry College, Inc. PY 2023 · Other

Berry College Tax-Deferred Annuity Plan · $23M · 642 · 75th

  • PCT $23M
  • PCT 642
  • PCT 75th
  • PCT Other
  • PCT near Ecole Bilingue Retirement Plan
  • PCT ind #2211

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 →

Berry College Tax-Deferred Annuity Plan in the asset neighbourhood

Tarbut V'torah 403(b) Plan$23MAmerican Association of State Colleges and Universities DC PlanAmerican Association of Stat…$23MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$23MEcole Bilingue Retirement PlanEcole Bilingue Retirement Pl…$23M403b Thrift Plan of Comprehensive Behavioral Healthcare, Inc.403b Thrift Plan of Comprehe…$23M
End-of-year total assets ($M) among Berry College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN580566133
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry College, Inc.)

Sponsor-wide plan assets over time

All Berry College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 25.717243500777325% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $151M $190M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,314 $151M
2023 2 1,284 $169M
2024 2 1,312 $190M

Nearby Other Plans in Georgia

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

Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Berry College Tax-Deferred Annuity Plan, Total assets ($B): 0.023391919 · Participants: 642Berry College Tax-Deferred Annuity 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
Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Berry College Tax-Deferred Annuity Plan side-by-side with 3 peers →

Berry College Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Ecole Bilingue Retirement Plan in CA ($23M); by covered participants it is Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in TN (642 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Berry College Tax-Deferred Annuity Plan assets move in 2023? ▼
Berry College Tax-Deferred Annuity Plan grew at a solid clip - up 13.7% during 2023, from $21M to $23M. Reported net income was $3M.
How have Berry College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry College, Inc.'s sponsor-wide assets grew 25.7%, from $151M to $190M.
Where does Berry College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Berry College Tax-Deferred Annuity Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ecole Bilingue Retirement Plan in CA ($23M, 107 participants).
Which Other plans cover a similar participant headcount to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in TN (642 participants, $52M 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 580566133.

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.