Other · DOL Form 5500 · 2023

Morehouse College Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
268
Participants Below avg headcount
68th
Percentile by assets National rank
$59,196
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morehouse College Tax Deferred Annuity Plan · Sponsored by Morehouse College · Georgia · Educational Services

$16M in assets, 268 participants

Morehouse College's Morehouse College Tax Deferred Annuity Plan reported $16M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,895 in Educational Services (3,735 peers)

Coverage in Georgia

Morehouse College Tax Deferred Annuity Plan covers 268 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $16M.

#1,895
in Educational Services (3,735 peers)
+11.2%
assets growth YoY

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

Morehouse College Tax Deferred Annuity Plan vs every filed plan by assets

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

$15,864,658 Top 32% higher than 68% 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 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. Morehouse College Tax Deferred Annuity Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morehouse College Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morehouse College Tax Deferred Annuity Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Morehouse College Tax Deferred Annuity Plan reported participants rose from 252 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580566205 · Morehouse College PY 2023 · Other

Morehouse College Tax Deferred Annuity Plan · $16M · 268 · 68th

  • TYPE $16M
  • TYPE 268
  • TYPE 68th
  • TYPE Other
  • TYPE near Wellspring Senior Support Services 403(b) Retirement Plan
  • TYPE ind #1895

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 College Tax Deferred Annuity Plan in the asset neighbourhood

Christian Academy School System 403(b) PlanChristian Academy School Sys…$16MTax Deferred Savings Plan$16MDematha Catholic High School, Inc. 403(b) PlanDematha Catholic High School…$16MMorehouse College Tax Deferred Annuity PlanMorehouse College Tax Deferr…$16MWellspring Senior Support Services 403(b) Retirement PlanWellspring Senior Support Se…$16M
End-of-year total assets ($M) among Morehouse College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN580566205
Plan Effective Date1942-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morehouse College)

Sponsor-wide plan assets over time

All Morehouse College plans reported in each filing year

Latest sponsor-wide plan assets
$103M 23.753060812085124% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.1M $103M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 908 $83M
2023 2 969 $93M
2024 2 1,004 $103M

Nearby Other Plans in Georgia

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

Morehouse 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 ($B) Participants Morehouse College Tax Deferred Annuity Plan, Total assets ($B): 0.015864658 · Participants: 268Morehouse 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
Morehouse College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Morehouse College Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Other by assets is Wellspring Senior Support Services 403(b) Retirement Plan in MI ($16M); by covered participants it is Sacramento Children's Home, Inc. 403(b) Plan in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 College Tax Deferred Annuity Plan assets move in 2023? ▼
Morehouse College Tax Deferred Annuity Plan grew at a solid clip - up 11.2% during 2023, from $14M to $16M. Reported net income was $2M.
How have Morehouse College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morehouse College's sponsor-wide assets grew 23.8%, from $83M to $103M.
Which Other plans are similar in size to Morehouse College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Wellspring Senior Support Services 403(b) Retirement Plan in MI ($16M, 498 participants).
Which Other plans cover a similar participant headcount to Morehouse College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Sacramento Children's Home, Inc. 403(b) Plan in CA (268 participants, $11M 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 580566205.

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.