Other · DOL Form 5500 · 2023

Memphis University School Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
160
Participants Small participant base
81st
Percentile by assets National rank
$210,166
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memphis University School DC Plan · Sponsored by Memphis University School · Tennessee · Educational Services

$34M in assets, 160 participants

Memphis University School's Memphis University School DC Plan reported $34M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,484 in Educational Services (3,735 peers)

Coverage in Tennessee

Memphis University School DC Plan covers 160 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#2,484
in Educational Services (3,735 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Memphis University School DC Plan's outsized position by total assets

Memphis University School DC Plan vs every filed plan by assets

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

$33,626,556 Top 19% higher than 81% 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

Memphis University School DC 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. Memphis University School DC Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memphis University School DC Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Memphis University School DC Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620545618 · Memphis University School PY 2023 · Other

Memphis University School DC Plan · $34M · 160 · 81st

  • SCH $34M
  • SCH 160
  • SCH 81st
  • SCH Other
  • SCH near Somerset Hospital 403(b) Plan
  • SCH ind #2484

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 →

Memphis University School DC Plan in the asset neighbourhood

Keystone College 403(b) Retirement PlanKeystone College 403(b) Reti…$34MBerwick Academy Defined Contribution Retirement PlanBerwick Academy Defined Cont…$34MSomerset Hospital 403(b) Plan$34MMemphis University School DC PlanMemphis University School DC…$34MTiaa-Cref Tax Deferred Annuity for All Employees OTiaa-Cref Tax Deferred Annui…$34M
End-of-year total assets ($M) among Memphis University School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN620545618
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Memphis University School)

Sponsor-wide plan assets over time

All Memphis University School plans reported in each filing year

Latest sponsor-wide plan assets
$35M 19.748401068519055% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.4M $35.1M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 161 $29M
2023 1 160 $34M
2024 1 160 $35M

Nearby Other Plans in Tennessee

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

Memphis University School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Memphis University School DC Plan, Total assets ($B): 0.033626556 · Participants: 160Memphis University School DC PlanVanderbilt 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
Memphis University School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Memphis University School DC Plan side-by-side with 3 peers →

Memphis University School DC Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Somerset Hospital 403(b) Plan in PA ($34M); by covered participants it is Cornerstone Vna Retirement Plan in NH (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Memphis University School DC Plan assets move in 2023? ▼
Memphis University School DC Plan grew at a solid clip - up 14.6% during 2023, from $29M to $34M. Reported net income was $4M.
How have Memphis University School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memphis University School's sponsor-wide assets grew 19.7%, from $29M to $35M.
Where does Memphis University School DC Plan rank by assets among Form 5500 filers? ▼
Memphis University School DC Plan ranks in the 81st 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 Other plans are similar in size to Memphis University School DC Plan? ▼
Among Other plans in other states, the closest by assets is Somerset Hospital 403(b) Plan in PA ($34M, 665 participants).
Which Other plans cover a similar participant headcount to Memphis University School DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (160 participants, $10M 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 620545618.

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.