Other · DOL Form 5500 · 2022

Tusculum University Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
240
Participants Below avg headcount
77th
Percentile by assets National rank
$80,944
Avg per participant Below avg balance/head
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Official DOL plan name: Tusculum University 403(b) DC Plan · Sponsored by Tusculum University · Tennessee · Educational Services

$19M in assets, 240 participants

Tusculum University's Tusculum University 403(b) DC Plan reported $19M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,429 in Educational Services (4,024 peers)

Coverage in Tennessee

Tusculum University 403(b) DC Plan covers 240 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $19M.

#2,429
in Educational Services (4,024 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tusculum University 403(b) DC Plan's outsized position by total assets

Tusculum University 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,426,574 Top 23% higher than 77% of 139,123 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 2022

Tusculum University 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tusculum University 403(b) DC Plan sits mid-pack in the medium band (240 participants).

Form 5500 schedule snapshot

Filing strip 620484185 · Tusculum University PY 2022 · Other

Tusculum University 403(b) DC Plan · $19M · 240 · 77th

  • EBSA $19M
  • EBSA 240
  • EBSA 77th
  • EBSA Other
  • EBSA near Bonner General Hospital 403(b) Plan
  • EBSA ind #2429

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 →

Tusculum University 403(b) DC Plan in the asset neighbourhood

Sfvcmhc, Inc. 403(b) Plan$19MTusculum University 403(b) DC PlanTusculum University 403(b) D…$19MBonner General Hospital 403(b) PlanBonner General Hospital 403(…$19MSociety for Neuroscience 403(b) Retirement PlanSociety for Neuroscience 403…$19MDeaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanDeaconess Health System, Inc…$19M
End-of-year total assets ($M) among Tusculum University 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN620484185
Plan Effective Date1947-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tusculum University)

Sponsor-wide plan assets over time

All Tusculum University plans reported in each filing year

Latest sponsor-wide plan assets
$22M 14.179823987492595% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.4M $22.2M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 240 $19M
2023 1 216 $21M
2024 1 211 $22M

Nearby Other Plans in Tennessee

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

Tusculum University 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Tusculum University 403(b) DC Plan, Total assets ($B): 0.019426574 · Participants: 240Tusculum University 403(b) DC PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Tusculum University 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Tusculum University 403(b) DC Plan side-by-side with 3 peers →

Tusculum University 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Bonner General Hospital 403(b) Plan in ID ($19M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tusculum University 403(b) DC Plan assets move in 2022? ▼
Tusculum University 403(b) DC Plan pulled back noticeably - down 13.9% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Tusculum University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tusculum University's sponsor-wide assets grew 14.2%, from $19M to $22M.
Where does Tusculum University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Tusculum University 403(b) DC Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tusculum University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Bonner General Hospital 403(b) Plan in ID ($19M, 454 participants).
Which Other plans cover a similar participant headcount to Tusculum University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620484185.

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.