Profit Sharing · DOL Form 5500 · 2023
University School of Nashville Profit Sharing Plan
Data updated 2026-08-11
- $39M
- Total assets
- 271
- Participants
- 83rd
- Percentile by assets
- $142,069
- Avg per participant
Official DOL plan name: University School of Nashville Retirement Plan · Sponsored by University School of Nashville · Tennessee · Educational Services
$39M in assets, 271 participants
University School of Nashville's University School of Nashville Retirement Plan reported $39M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #2,574 in Educational Services (3,735 peers)
Coverage in Tennessee
University School of Nashville Retirement Plan covers 271 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $39M.
- $39M
- total plan assets (2023 EOY)
- 271
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $142,069
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University School of Nashville Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- University School of Nashville Retirement Plan reported participants rose from 209 in the plan year 2022 filing to 271 in the plan year 2023 filing.
- University School of Nashville Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. University School of Nashville Retirement Plan reports 271 participants - about 24% of that state average ($39M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 237424429 |
| Plan Effective Date | 1975-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University School of Nashville)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $34M |
| 2023 | 1 | 271 | $39M |
| 2024 | 1 | 214 | $45M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
University School of Nashville Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to University School of Nashville Retirement Plan by total assets, not by location.
- Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan (OH) $39M · 776
- Iron Workers Local Union 60 Annuity Pension Plan (NY) $38M · 389
- Northwestern Health Sciences University Defined Contribution Plan (MN) $39M · 252
- The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan (WA) $39M · 428
Frequently Asked Questions
How did University School of Nashville Retirement Plan assets move in 2023? ▼
How have University School of Nashville plan assets changed over time? ▼
Where does University School of Nashville Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to University School of Nashville Retirement Plan? ▼
Next read for University School of Nashville Retiremen…
Filing takeaways
Ways to act on University School of Nashville Retirement Plan's numbers.
- By total assets, University School of Nashville Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- University School of Nashville's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Educational Services plans