Other · DOL Form 5500 · 2023

Harding Academy of Memphis, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
245
Participants Below avg headcount
67th
Percentile by assets National rank
$61,370
Avg per participant Low balance/head
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Official DOL plan name: Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan · Sponsored by Harding Academy of Memphis, Inc. · Tennessee · Educational Services

$15M in assets, 245 participants

Harding Academy of Memphis, Inc.'s Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported $15M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,862 in Educational Services (3,735 peers)

Coverage in Tennessee

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan covers 245 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#1,862
in Educational Services (3,735 peers)
+11.2%
assets growth YoY

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan's outsized position by total assets

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan vs every filed plan by assets

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

$15,035,604 Top 33% higher than 67% 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

Harding Academy of Memphis Contributory Tax Sheltered Annuity 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. Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported net income rose from $360K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported participants rose from 209 in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581314356 · Harding Academy of Memphis, Inc. PY 2023 · Other

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan · $15M · 245 · 67th

  • IND $15M
  • EOY 245
  • 5500 67th
  • ASSETS Other
  • PCT near Santa Fe Christian Schools 403(b) Plan
  • EIN ind #1862

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 →

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in the asset neighbourhood

Harding Academy of Memphis Contributory Tax Sheltered Annuity PlanHarding Academy of Memphis C…$15MAao-Hnsf 403(b) Plan$15MSanta Fe Christian Schools 403(b) PlanSanta Fe Christian Schools 4…$15MInternational Fellowship of Christians and Jews 403(b) Retirement PlanInternational Fellowship of …$15MShowa Boston Institute for Language and Culture, Inc. Retirement Savings PlanShowa Boston Institute for L…$15M
End-of-year total assets ($M) among Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN581314356
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harding Academy of Memphis, Inc.)

Sponsor-wide plan assets over time

All Harding Academy of Memphis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 8.679319262059378% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.5M $14.7M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 209 $14M
2023 1 245 $15M
2024 1 296 $15M

Nearby Other Plans in Tennessee

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

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan, Total assets ($B): 0.015035604 · Participants: 245Harding Academy of Memphis Contributory Tax Sheltered Annuity 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
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan side-by-side with 3 peers →

Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Santa Fe Christian Schools 403(b) Plan in CA ($15M); by covered participants it is University School Retirement Savings Plan in OH (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan assets move in 2023? ▼
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan grew at a solid clip - up 11.2% during 2023, from $14M to $15M. Reported net income was $2M.
How have Harding Academy of Memphis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harding Academy of Memphis, Inc.'s sponsor-wide assets grew 8.7%, from $14M to $15M.
Which Other plans are similar in size to Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Santa Fe Christian Schools 403(b) Plan in CA ($15M, 137 participants).
Which Other plans cover a similar participant headcount to Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University School Retirement Savings Plan in OH (245 participants, $71M 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 581314356.

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.