Other · DOL Form 5500 · 2023

Southern College of Optometry Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
208
Participants Below avg headcount
89th
Percentile by assets National rank
$365,093
Avg per participant High balance/head
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Official DOL plan name: Southern College of Optometry Defined Contribution Plan · Sponsored by Southern College of Optometry · Tennessee · Educational Services

$76M in assets, 208 participants

Southern College of Optometry's Southern College of Optometry Defined Contribution Plan reported $76M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,015 in Educational Services (3,735 peers)

Coverage in Tennessee

Southern College of Optometry Defined Contribution Plan covers 208 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $76M.

#3,015
in Educational Services (3,735 peers)
+7.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Southern College of Optometry Defined Contribution Plan's outsized position by total assets

Southern College of Optometry Defined Contribution Plan vs every filed plan by assets

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

$75,939,358 Top 11% higher than 89% 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

Southern College of Optometry Defined Contribution 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. Southern College of Optometry Defined Contribution Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern College of Optometry Defined Contribution Plan reported net income fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southern College of Optometry Defined Contribution Plan end-of-year assets rose from $71M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620548917 · Southern College of Optometry PY 2023 · Other

Southern College of Optometry Defined Contribution Plan · $76M · 208 · 89th

  • EIN $76M
  • EIN 208
  • EIN 89th
  • EIN Other
  • EIN near Citizens Memorial Health Care System Matched Savings Plan
  • EIN ind #3015

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 →

Southern College of Optometry Defined Contribution Plan in the asset neighbourhood

Stanley Member Stock Bonus PlanStanley Member Stock Bonus P…$76MCitizens Memorial Health Care System Matched Savings PlanCitizens Memorial Health Car…$76MSouthern College of Optometry Defined Contribution PlanSouthern College of Optometr…$76MBristol Hospital & Health Care Group 403(b) PlanBristol Hospital & Health Ca…$76MGulf Coast Regional Blood Center 403(b) Tax Deferred Annuity PlanGulf Coast Regional Blood Ce…$76M
End-of-year total assets ($M) among Southern College of Optometry Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$76M
Net Income$5M
Employer EIN620548917
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern College of Optometry)

Sponsor-wide plan assets over time

All Southern College of Optometry plans reported in each filing year

Latest sponsor-wide plan assets
$81M 13.617627187206526% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $71M $80.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 210 $71M
2023 1 208 $76M
2024 1 209 $81M

Nearby Other Plans in Tennessee

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

Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Southern College of Optometry Defined Contribution Plan, Total assets ($B): 0.075939358 · Participants: 208Southern College of Optometry Defined Contribution 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
Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Southern College of Optometry Defined Contribution Plan side-by-side with 3 peers →

Southern College of Optometry Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Citizens Memorial Health Care System Matched Savings Plan in MO ($76M); by covered participants it is Lamprey Health Care 403(b) Plan in NH (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Southern College of Optometry Defined Contribution Plan assets move in 2023? ▼
Southern College of Optometry Defined Contribution Plan grew at a solid clip - up 7.0% during 2023, from $71M to $76M. Reported net income was $5M.
How have Southern College of Optometry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern College of Optometry's sponsor-wide assets grew 13.6%, from $71M to $81M.
Where does Southern College of Optometry Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Southern College of Optometry Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Citizens Memorial Health Care System Matched Savings Plan in MO ($76M, 2,136 participants).
Which Other plans cover a similar participant headcount to Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Lamprey Health Care 403(b) Plan in NH (208 participants, $15M 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 620548917.

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.