Other · DOL Form 5500 · 2022
Tusculum University Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 240
- Participants
- 77th
- Percentile by assets
- $80,944
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 240
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $80,944
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Tusculum University 403(b) DC Plan reports 240 participants - about 21% of that state average ($19M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 620484185 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tusculum University)
| 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
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Similar-Sized Other Plans Nationally
Other plans in other states closest to Tusculum University 403(b) DC Plan by total assets, not by location.
- Bonner General Hospital 403(b) Plan (ID) $19M · 454
- Society for Neuroscience 403(b) Retirement Plan (DC) $19M · 82
- Sfvcmhc, Inc. 403(b) Plan (CA) $19M · 408
- Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan (IN) $19M · 837
Frequently Asked Questions
How did Tusculum University 403(b) DC Plan assets move in 2022? ▼
How have Tusculum University plan assets changed over time? ▼
Where does Tusculum University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tusculum University 403(b) DC Plan? ▼
Next read for Tusculum University 403(b) DC Plan
Filing takeaways
Ways to act on Tusculum University 403(b) DC Plan's numbers.
- By total assets, Tusculum University 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Tusculum University's sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Educational Services plans