Other · DOL Form 5500 · 2023

Diane & C W Sanderson III Ptr Retirement Plan

Data updated 2026-08-25

$50K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$50,055
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of Diane & C W Sanderson III Ptr · Sponsored by Diane & C W Sanderson III Ptr · Tennessee · Retail Trade

$50K in assets, 1 participants

Diane & C W Sanderson III Ptr's Employee Benefits Plan of Diane & C W Sanderson III Ptr reported $50K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #462 in Retail Trade (8,414 peers)

Diane & C W Sanderson III Ptr multi-year trail

Diane & C W Sanderson III Ptr's plans moved +46.1% in assets from 2022 to 2024; this filing shows Employee Benefits Plan of Diane & C W Sanderson III Ptr at $50K / 1 participant.

#462
in Retail Trade (8,414 peers)
+21.7%
assets growth YoY

Employee Benefits Plan of Diane & C W Sanderson III Ptr among the smaller filed plans by assets

Employee Benefits Plan of Diane & C W Sanderson III Ptr vs every filed plan by assets

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

$50,055 4th percentile higher than 4% 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

Employee Benefits Plan of Diane & C W Sanderson III Ptr among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefits Plan of Diane & C W Sanderson III Ptr is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefits Plan of Diane & C W Sanderson III Ptr reported net income rose from -$14K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Employee Benefits Plan of Diane & C W Sanderson III Ptr end-of-year assets rose from $41K in the plan year 2022 filing to $50K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621341253 · Diane & C W Sanderson III Ptr PY 2023 · Other

Employee Benefits Plan of Diane & C W Sanderson III Ptr · $50K · 1 · 4th

  • VS-ST $50K
  • VS-ST 1
  • VS-ST 4th
  • VS-ST Other
  • VS-ST near Oatlands, Inc. 403(b) Plan
  • VS-ST ind #462

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 Retail Trade retirement plans → · Plans in Tennessee →

Employee Benefits Plan of Diane & C W Sanderson III Ptr in the asset neighbourhood

Comtrea, Inc. 403(b) Retirement PlanComtrea, Inc. 403(b) Retirem…$55KEmployee Benefits Plan of Diane & C W Sanderson III PtrEmployee Benefits Plan of Di…$50KOatlands, Inc. 403(b) Plan$50KMorrow Valley Ranch Investment PlanMorrow Valley Ranch Investme…$50KGodfrey Memorial Library Tax Deferred Annuity PlanGodfrey Memorial Library Tax…$51K
End-of-year total assets ($M) among Employee Benefits Plan of Diane & C W Sanderson III Ptr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Diane & C W Sanderson III Ptr multi-year asset trail

Sponsor-wide plan assets over time

All Diane & C W Sanderson III Ptr plans reported in each filing year

Latest sponsor-wide plan assets
$60K 46.14711246200608% vs 2022
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M 202220232024 $0.04M $0.06M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $41K
2023 1 1 $50K
2024 1 1 $60K

Diane & C W Sanderson III Ptr filing trail (2023)

Total Assets (Beginning of Year)$41K
Net Assets (End of Year)$50K
Net Income$9K
Employer EIN621341253
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Employee Benefits Plan of Diane & C W Sanderson III Ptr vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Employee Benefits Plan of Diane & C W Sanderson III Ptr, Total assets ($B): 0.000050055 · Participants: 1Employee Benefits Plan of Diane & C W Sanderson III PtrVanderbilt 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
Employee Benefits Plan of Diane & C W Sanderson III Ptr vs. nearby Other plans in Tennessee, assets vs. participants
Compare Employee Benefits Plan of Diane & C W Sanderson III Ptr side-by-side with 3 peers →

Employee Benefits Plan of Diane & C W Sanderson III Ptr's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Oatlands, Inc. 403(b) Plan in VA ($50K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Employee Benefits Plan of Diane & C W Sanderson III Ptr assets move in 2023? ▼
Employee Benefits Plan of Diane & C W Sanderson III Ptr grew sharply - up 21.7% during 2023, from $41K to $50K. Reported net income was $9K.
How have Diane & C W Sanderson III Ptr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diane & C W Sanderson III Ptr's sponsor-wide assets grew 46.1%, from $41K to $60K.
Where does Employee Benefits Plan of Diane & C W Sanderson III Ptr rank by assets among Form 5500 filers? ▼
Employee Benefits Plan of Diane & C W Sanderson III Ptr ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Employee Benefits Plan of Diane & C W Sanderson III Ptr? ▼
Among Other plans in other states, the closest by assets is Oatlands, Inc. 403(b) Plan in VA ($50K, 3 participants).
Which Other plans cover a similar participant headcount to Employee Benefits Plan of Diane & C W Sanderson III Ptr? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 621341253.

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.