Other · DOL Form 5500 · 2023

Spelman College Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
696
Participants Below avg headcount
71st
Percentile by assets National rank
$26,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spelman College Tax Deferred Annuity Plan · Sponsored by Spelman College · Georgia · Educational Services

$18M in assets, 696 participants

Spelman College's Spelman College Tax Deferred Annuity Plan reported $18M in total assets and 696 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,009 in Educational Services (3,735 peers)

Spelman College multi-year trail

Spelman College's plans moved +25.1% in assets from 2022 to 2024; this filing shows Spelman College Tax Deferred Annuity Plan at $18M / 696 participants.

#2,009
in Educational Services (3,735 peers)
+14.7%
assets growth YoY

Spelman College Tax Deferred Annuity Plan's outsized position by total assets

Spelman College Tax Deferred Annuity Plan vs every filed plan by assets

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

$18,406,721 Top 29% higher than 71% 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

Spelman College Tax Deferred Annuity 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. Spelman College Tax Deferred Annuity Plan sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spelman College Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spelman College Tax Deferred Annuity Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Spelman College Tax Deferred Annuity Plan reported participants fell from 710 in the plan year 2022 filing to 696 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580566243 · Spelman College PY 2023 · Other

Spelman College Tax Deferred Annuity Plan · $18M · 696 · 71st

  • PCT $18M
  • EIN 696
  • RANK 71st
  • PHOTO Other
  • IND near Walnut Hill School Defined Contribution Retirement Plan
  • EOY ind #2009

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 →

Spelman College Tax Deferred Annuity Plan in the asset neighbourhood

Codman Square Health Center 403(b) Pension PlanCodman Square Health Center …$18MSpelman College Tax Deferred Annuity PlanSpelman College Tax Deferred…$18MWalnut Hill School Defined Contribution Retirement PlanWalnut Hill School Defined C…$18MWestcoast Children's Clinic, Inc. 403(b) PlanWestcoast Children's Clinic,…$18MDaymark 401(k) Plan$18M
End-of-year total assets ($M) among Spelman College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Spelman College multi-year asset trail

Sponsor-wide plan assets over time

All Spelman College plans reported in each filing year

Latest sponsor-wide plan assets
$123M 25.135801121555424% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $123M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 1,336 $98M
2023 2 1,392 $112M
2024 2 1,500 $123M

Spelman College filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN580566243
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Spelman College Tax Deferred Annuity Plan, Total assets ($B): 0.018406721 · Participants: 696Spelman College Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Spelman College Tax Deferred Annuity Plan side-by-side with 3 peers →

Spelman College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Walnut Hill School Defined Contribution Retirement Plan in MA ($18M); by covered participants it is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Spelman College Tax Deferred Annuity Plan assets move in 2023? ▼
Spelman College Tax Deferred Annuity Plan grew at a solid clip - up 14.7% during 2023, from $16M to $18M. Reported net income was $2M.
How have Spelman College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spelman College's sponsor-wide assets grew 25.1%, from $98M to $123M.
Which Other plans are similar in size to Spelman College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Walnut Hill School Defined Contribution Retirement Plan in MA ($18M, 81 participants).
Which Other plans cover a similar participant headcount to Spelman College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants, $8M 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 580566243.

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.