Profit Sharing · DOL Form 5500 · 2023

University School of Nashville Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
271
Participants Below avg headcount
83rd
Percentile by assets National rank
$142,069
Avg per participant Near avg balance/head
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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.

  • #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.

#2,574
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

University School of Nashville Retirement Plan's outsized position by total assets

University School of Nashville Retirement Plan vs every filed plan by assets

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

$38,500,822 Top 17% higher than 83% 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

University School of Nashville Retirement 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. University School of Nashville Retirement Plan sits mid-pack in the medium band (271 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237424429 · University School of Nashville PY 2023 · Profit Sharing

University School of Nashville Retirement Plan · $39M · 271 · 83rd

  • PART $39M
  • TYPE 271
  • NET 83rd
  • BOOK Profit Sharing
  • VS-ST near Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan
  • BOY ind #2574

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 Tennessee →

University School of Nashville Retirement Plan in the asset neighbourhood

The Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$39MNorthwestern Health Sciences University Defined Contribution PlanNorthwestern Health Sciences…$39MSheet Metal Workers Union Local No.24 Columbus Area Retirement Savings PlanSheet Metal Workers Union Lo…$39MUniversity School of Nashville Retirement PlanUniversity School of Nashvil…$39MIron Workers Local Union 60 Annuity Pension PlanIron Workers Local Union 60 …$38M
End-of-year total assets ($M) among University School of Nashville Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN237424429
Plan Effective Date1975-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (University School of Nashville)

Sponsor-wide plan assets over time

All University School of Nashville plans reported in each filing year

Latest sponsor-wide plan assets
$45M 31.513193624551157% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $44.5M ▲ +31.5%
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 Scatter plot of 6 data points. -20000200040006000 0100200300400500600 Total assets ($M) Participants University School of Nashville Retirement Plan, Total assets ($M): 38.500822 · Participants: 271University School of Nashville Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
University School of Nashville Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare University School of Nashville Retirement Plan side-by-side with 3 peers →

University School of Nashville Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH ($39M); by covered participants it is Dorado Beach Golf Management Retirement Plan in PR (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 University School of Nashville Retirement Plan assets move in 2023? ▼
University School of Nashville Retirement Plan grew at a solid clip - up 13.8% during 2023, from $34M to $39M. Reported net income was $5M.
How have University School of Nashville plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University School of Nashville's sponsor-wide assets grew 31.5%, from $34M to $45M.
Where does University School of Nashville Retirement Plan rank by assets among Form 5500 filers? ▼
University School of Nashville Retirement Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to University School of Nashville Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan in OH ($39M, 776 participants).
Which Profit Sharing plans cover a similar participant headcount to University School of Nashville Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dorado Beach Golf Management Retirement Plan in PR (271 participants, $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 237424429.

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.