Other · DOL Form 5500 · 2023
Fisk University Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $181,534
- Avg per participant Above avg balance/head
Official DOL plan name: Fisk University DC Plan · Sponsored by Fisk University · Tennessee · Educational Services
$18M in assets, 99 participants
Fisk University's Fisk University DC Plan reported $18M in total assets and 99 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.
- #1,991 in Educational Services (3,735 peers)
What the 2023 filing shows
Fisk University DC Plan holds $18M for 99 participants - about $181,534 per participant, above the median plan by assets.
- #1,991
- in Educational Services (3,735 peers)
- +7.4%
- assets growth YoY
Fisk University DC Plan's outsized position by total assets
Fisk University DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,971,838 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fisk University DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisk University DC Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fisk University DC Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Fisk University DC Plan reported participants fell from 109 in the plan year 2022 filing to 99 in the plan year 2023 filing.
- Fisk University DC Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
DOL schedule card
Filing strip 620202000 · Fisk University PY 2023 · Other
Fisk University DC Plan · $18M · 99 · 71st
- 5500 $18M
- 5500 99
- 5500 71st
- 5500 Other
- 5500 near Legal Aid of Wv DC Retirement Plan
- 5500 ind #1991
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 →
Fisk University DC Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 620202000 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fisk University)
Sponsor-wide plan assets over time
All Fisk University plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 7.44056519987712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $17M |
| 2023 | 1 | 99 | $18M |
| 2024 | 1 | 102 | $18M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Fisk University DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Legal Aid of Wv DC Retirement Plan in WV ($18M); by covered participants it is Century Housing Corporation 403(b) Plan Tax Deferred Annuity Plan in CA (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.