Other · DOL Form 5500 · 2023

Vanderbilt University Retirement Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
6,887
Participants Above avg headcount
99th
Percentile by assets National rank
$336,289
Avg per participant High balance/head
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Official DOL plan name: Vanderbilt University Retirement Plan · Sponsored by Vanderbilt University · Tennessee · Educational Services

$2.3B in assets, 6,887 participants

Vanderbilt University's Vanderbilt University Retirement Plan reported $2.3B in total assets and 6,887 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,704 in Educational Services (3,735 peers)

Coverage in Tennessee

Vanderbilt University Retirement Plan covers 6,887 participants in Tennessee, 6.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.3B.

#3,704
in Educational Services (3,735 peers)
+11.9%
assets growth YoY
23×
vs typical plan assets (national mean)

Vanderbilt University Retirement Plan's outsized position by total assets

Vanderbilt University Retirement Plan vs every filed plan by assets

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

$2,316,024,751 Top 1% higher than 99% 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

Vanderbilt University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vanderbilt University Retirement Plan lands in the large band (6,887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vanderbilt University Retirement Plan reported net income rose from -$384M in the plan year 2022 filing to $246M in the plan year 2023 filing.
  • Vanderbilt University Retirement Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
  • Vanderbilt University Retirement Plan reported participants rose from 6,874 in the plan year 2022 filing to 6,887 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620476822 · Vanderbilt University PY 2023 · Other

Vanderbilt University Retirement Plan · $2.3B · 6,887 · 99th

  • IND $2.3B
  • IND 6,887
  • IND 99th
  • IND Other
  • IND near Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan
  • IND ind #3704

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 →

Vanderbilt University Retirement Plan in the asset neighbourhood

The Medical College of Wisconsin, Inc. Retirement PlanThe Medical College of Wisco…$2.3BBaptist Health South Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida…$2.3BNortheastern University Retirement PlanNortheastern University Reti…$2.3BOhiohealth Retirement Savings Plan 403(b)Ohiohealth Retirement Saving…$2.3BVanderbilt University Retirement PlanVanderbilt University Retire…$2.3B
End-of-year total assets ($B) among Vanderbilt University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.3B
Net Income$246M
Employer EIN620476822
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vanderbilt University)

Sponsor-wide plan assets over time

All Vanderbilt University plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 21.08149126049191% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B 202220232024 $2.07B $2.51B ▲ +21.3%
Year Plans Participants Total Assets
2022 1 6,874 $2.1B
2023 1 6,887 $2.3B
2024 1 7,926 $2.5B

Nearby Other Plans in Tennessee

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

Vanderbilt University Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 012345 Total assets ($B) Participants Vanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($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 PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.413808017 · Participants: 5644Dialysis Clinic, Inc. Thrift Plan
Vanderbilt University Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Vanderbilt University Retirement Plan side-by-side with 3 peers →

Scale composition for Vanderbilt University Retirement Plan

Vanderbilt University Retirement Plan reports $2.3B in end-of-year assets across 6,887 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $336,289 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2023 was $246M.

This plan identity (EIN 620476822, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+21.1%) while covered participants moved from 6,874 to 7,926 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,874 $2.1B Open filing
2023 6,887 $2.3B This page
2024 · index core 7,926 $2.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Vanderbilt University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan in FL ($2.3B); by covered participants it is Southcoast Health System Partnership Plan in MA (6,876 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,887 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 Vanderbilt University Retirement Plan assets move in 2023? ▼
Vanderbilt University Retirement Plan grew at a solid clip - up 11.9% during 2023, from $2.1B to $2.3B. Reported net income was $246M.
How have Vanderbilt University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vanderbilt University's sponsor-wide assets grew 21.1%, from $2.1B to $2.5B.
Where does Vanderbilt University Retirement Plan rank by assets among Form 5500 filers? ▼
Vanderbilt University Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Vanderbilt University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan in FL ($2.3B, 25,214 participants).
Which Other plans cover a similar participant headcount to Vanderbilt University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southcoast Health System Partnership Plan in MA (6,876 participants, $1.0B 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 620476822.

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.