Other · DOL Form 5500 · 2023
Farel Byrd, Cpa, PA Retirement Plan
Data updated 2026-08-25
- $852K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $283,889
- Avg per participant High balance/head
Official DOL plan name: Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · Sponsored by Farel Byrd, Cpa, PA · Tennessee · Professional & Technical Services
$852K in assets, 3 participants
Farel Byrd, Cpa, PA's Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 reported $852K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,524 in Professional & Technical Services (20,321 peers)
Farel Byrd, Cpa, PA multi-year trail
Farel Byrd, Cpa, PA's plans moved +33.3% in assets from 2022 to 2024; this filing shows Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 at $852K / 3 participants.
- #3,524
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among the smaller filed plans by assets
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$851,668 22nd percentile higher than 22% 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
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 reported net income rose from $55K in the plan year 2022 filing to $110K in the plan year 2023 filing.
- Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 end-of-year assets rose from $742K in the plan year 2022 filing to $852K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621070183 · Farel Byrd, Cpa, PA PY 2023 · Other
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · $852K · 3 · 22nd
- EBSA $852K
- PART 3
- TYPE 22nd
- NET Other
- BOOK near Drew Child Development Corporation 403(b) Plan
- VS-ST ind #3524
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 in the asset neighbourhood
Farel Byrd, Cpa, PA multi-year asset trail
Sponsor-wide plan assets over time
All Farel Byrd, Cpa, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $989K 33.25470076713932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $742K |
| 2023 | 1 | 3 | $852K |
| 2024 | 1 | 3 | $989K |
Farel Byrd, Cpa, PA filing trail (2023)
| Total Assets (Beginning of Year) | $742K |
|---|---|
| Net Assets (End of Year) | $852K |
| Net Income | $110K |
| Employer EIN | 621070183 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
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
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Drew Child Development Corporation 403(b) Plan in CA ($852K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($852K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Rkak Realty & Property Management Inc 401(k) Plan (ND) 3 · 0 off
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan (NJ) 3 · 0 off
- VGG (SC) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.