Other · DOL Form 5500 · 2023
Morehouse College Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 701
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $109,741
- Avg per participant Below avg balance/head
Official DOL plan name: Morehouse College Defined Contribution Plan · Sponsored by Morehouse College · Georgia · Educational Services
$77M in assets, 701 participants
Morehouse College's Morehouse College Defined Contribution Plan reported $77M in total assets and 701 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,024 in Educational Services (3,735 peers)
Where Morehouse College Defined Contribution Plan sits by assets
Morehouse College Defined Contribution Plan sits in the top quartile of all filed plans by assets, $77M for 701 participants (~$109,741/participant), up 11.8% in 2023.
- #3,024
- in Educational Services (3,735 peers)
- +11.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Morehouse College Defined Contribution Plan's outsized position by total assets
Morehouse College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,928,396 Top 11% higher than 89% 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
Morehouse College Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (701 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morehouse College Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Morehouse College Defined Contribution Plan end-of-year assets rose from $69M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Morehouse College Defined Contribution Plan reported participants rose from 656 in the plan year 2022 filing to 701 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 580566205 · Morehouse College PY 2023 · Other
Morehouse College Defined Contribution Plan · $77M · 701 · 89th
- PART $77M
- TYPE 701
- NET 89th
- BOOK Other
- VS-ST near Oaklawn Tax Sheltered Annuity Plan
- BOY ind #3024
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 Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $8M |
| Employer EIN | 580566205 |
| Plan Effective Date | 1942-07-01 |
| Filing Status | FILING 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
| 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.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Morehouse College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Oaklawn Tax Sheltered Annuity Plan in MI ($77M); by covered participants it is North County Health Project, Inc. 403(b) Plan in CA (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Oaklawn Tax Sheltered Annuity Plan (MI) $77M · 1,110
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan (WI) $77M · 2,397
- St. Marks School of Texas Matching Plan (TX) $77M · 303
- Dameron Hospital Association 403(b) Retirement Plan (CA) $77M · 524
Similar participant headcount
Nearest other-state filings by covered participants (701 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.