Other · DOL Form 5500 · 2023

Emory Valley Center Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
271
Participants Below avg headcount
38th
Percentile by assets National rank
$13,075
Avg per participant Low balance/head
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Official DOL plan name: Emory Valley Center Employee Retirement Plan · Sponsored by Emory Valley Center · Tennessee · Administrative & Support Services

$4M in assets, 271 participants

Emory Valley Center's Emory Valley Center Employee Retirement Plan reported $4M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,698 in Administrative & Support Services (4,372 peers)

Coverage in Tennessee

Emory Valley Center Employee Retirement Plan covers 271 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#2,698
in Administrative & Support Services (4,372 peers)
+3.0%
assets growth YoY

Emory Valley Center Employee Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Emory Valley Center Employee Retirement Plan vs every filed plan by assets

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

$3,543,243 38th percentile higher than 38% 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

Emory Valley Center Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emory Valley Center Employee Retirement Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emory Valley Center Employee Retirement Plan reported net income fell from $420K in the plan year 2022 filing to $103K in the plan year 2023 filing.
  • Emory Valley Center Employee Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Emory Valley Center Employee Retirement Plan reported participants fell from 276 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620762198 · Emory Valley Center PY 2023 · Other

Emory Valley Center Employee Retirement Plan · $4M · 271 · 38th

  • PART $4M
  • PART 271
  • PART 38th
  • PART Other
  • PART near Workforce Resource Tax Sheltered Annuity Plan
  • PART ind #2698

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Emory Valley Center Employee Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Eva's Village, Inc.403(b) Thrift Plan of Eva's …$4MEmployee Benefit Plan of Multi-Service CenterEmployee Benefit Plan of Mul…$4MClover Nola, Inc. Defined Contribution Retirement PlanClover Nola, Inc. Defined Co…$4MEmory Valley Center Employee Retirement PlanEmory Valley Center Employee…$4MWorkforce Resource Tax Sheltered Annuity PlanWorkforce Resource Tax Shelt…$4M
End-of-year total assets ($M) among Emory Valley Center Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$103K
Employer EIN620762198
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Valley Center)

Sponsor-wide plan assets over time

All Emory Valley Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.9547149530442% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.44M $4.09M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 276 $3M
2023 1 271 $4M
2024 1 227 $4M

Nearby Other Plans in Tennessee

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

Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Emory Valley Center Employee Retirement Plan, Total assets ($B): 0.003543243 · Participants: 271Emory Valley Center Employee Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University 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 Plan
Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Emory Valley Center Employee Retirement Plan side-by-side with 3 peers →

Emory Valley Center Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Workforce Resource Tax Sheltered Annuity Plan in WI ($4M); by covered participants it is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Emory Valley Center Employee Retirement Plan assets move in 2023? ▼
Emory Valley Center Employee Retirement Plan edged up modestly - up 3.0% during 2023, from $3M to $4M. Reported net income was $103K.
How have Emory Valley Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Valley Center's sponsor-wide assets grew 19.0%, from $3M to $4M.
Which Other plans are similar in size to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Workforce Resource Tax Sheltered Annuity Plan in WI ($4M, 84 participants).
Which Other plans cover a similar participant headcount to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (271 participants, $14M 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 620762198.

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.