Other · DOL Form 5500 · 2023

Spelman College Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
696
Participants Below avg headcount
91st
Percentile by assets National rank
$133,765
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spelman College Defined Contribution Plan · Sponsored by Spelman College · Georgia · Educational Services

$93M in assets, 696 participants

Spelman College's Spelman College Defined Contribution Plan reported $93M in total assets and 696 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,135 in Educational Services (3,735 peers)

Where Spelman College Defined Contribution Plan sits by assets

Spelman College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $93M for 696 participants (~$133,765/participant), up 13.6% in 2023.

#3,135
in Educational Services (3,735 peers)
+13.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Spelman College Defined Contribution Plan's outsized position by total assets

Spelman College Defined Contribution Plan vs every filed plan by assets

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

$93,100,454 Top 9% higher than 91% 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 Defined Contribution 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 Defined Contribution 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 Defined Contribution Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Spelman College Defined Contribution Plan end-of-year assets rose from $82M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Spelman College Defined Contribution Plan reported participants rose from 626 in the plan year 2022 filing to 696 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580566243 · Spelman College PY 2023 · Other

Spelman College Defined Contribution Plan · $93M · 696 · 91st

  • ASSETS $93M
  • PCT 696
  • EIN 91st
  • RANK Other
  • PHOTO near Versiti 403(b) Retirement Plan
  • IND ind #3135

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 Defined Contribution Plan in the asset neighbourhood

Lake Charles Memorial Health System 403(b) PlanLake Charles Memorial Health…$93MGeorgetown Day School, Inc. 403(b) Retirement PlanGeorgetown Day School, Inc. …$93MSpelman College Defined Contribution PlanSpelman College Defined Cont…$93MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$93MUniversity of Dallas Defined Contribution Retirement PlanUniversity of Dallas Defined…$93M
End-of-year total assets ($M) among Spelman College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$93M
Net Income$11M
Employer EIN580566243
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spelman College)

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

Nearby Other Plans in Georgia

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

Spelman College Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Spelman College Defined Contribution Plan, Total assets ($B): 0.093100454 · Participants: 696Spelman College Defined Contribution 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 Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Spelman College Defined Contribution Plan side-by-side with 3 peers →

Spelman College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Versiti 403(b) Retirement Plan in WI ($93M); 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 Defined Contribution Plan assets move in 2023? ▼
Spelman College Defined Contribution Plan grew at a solid clip - up 13.6% during 2023, from $82M to $93M. Reported net income was $11M.
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.
Where does Spelman College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Spelman College Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Spelman College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Versiti 403(b) Retirement Plan in WI ($93M, 439 participants).
Which Other plans cover a similar participant headcount to Spelman College Defined Contribution 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.