Other · DOL Form 5500 · 2023

Lemoyne Owen College Retirement Plan

Data updated 2026-08-25

$376K
Total assets Small plan by assets
27
Participants Small participant base
16th
Percentile by assets National rank
$13,933
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lemoyne Owen College Tax Deferred Annuity Plan · Sponsored by Lemoyne Owen College · Tennessee · Educational Services

$376K in assets, 27 participants

Lemoyne Owen College's Lemoyne Owen College Tax Deferred Annuity Plan reported $376K in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Lemoyne Owen College multi-year trail

Lemoyne Owen College's plans moved +2561.6% in assets from 2022 to 2024; this filing shows Lemoyne Owen College Tax Deferred Annuity Plan at $376K / 27 participants.

#427
in Educational Services (3,735 peers)
-2.1%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lemoyne Owen College Tax Deferred Annuity Plan among the smaller filed plans by assets

Lemoyne Owen College Tax Deferred Annuity Plan vs every filed plan by assets

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

$376,189 16th percentile higher than 16% 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

Lemoyne Owen College Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lemoyne Owen College Tax Deferred Annuity Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lemoyne Owen College Tax Deferred Annuity Plan reported net income rose from -$41K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
  • Lemoyne Owen College Tax Deferred Annuity Plan reported participants fell from 31 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Lemoyne Owen College Tax Deferred Annuity Plan end-of-year assets fell from $384K in the plan year 2022 filing to $376K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620475690 · Lemoyne Owen College PY 2023 · Other

Lemoyne Owen College Tax Deferred Annuity Plan · $376K · 27 · 16th

  • PCT $376K
  • PCT 27
  • PCT 16th
  • PCT Other
  • PCT near Rocky Mountain Children's Law Center 403(b) Plan
  • PCT ind #427

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 →

Lemoyne Owen College Tax Deferred Annuity Plan in the asset neighbourhood

Lemoyne Owen College Tax Deferred Annuity PlanLemoyne Owen College Tax Def…$376KRocky Mountain Children's Law Center 403(b) PlanRocky Mountain Children's La…$375KAlliance for African Assistance Employees Plan 403bAlliance for African Assista…$377KGame Rules, LLC Profit Sharing PlanGame Rules, LLC Profit Shari…$379KHih Laboratory Inc P O Box 57727 Webster, Tx 77598Hih Laboratory Inc P O Box 5…$379K
End-of-year total assets ($M) among Lemoyne Owen College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lemoyne Owen College multi-year asset trail

Sponsor-wide plan assets over time

All Lemoyne Owen College plans reported in each filing year

Latest sponsor-wide plan assets
$10M 2561.585323029141% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.38M $10.2M ▲ +2592.1%
Year Plans Participants Total Assets
2022 1 31 $384K
2023 2 174 $10M
2024 2 144 $10M

Lemoyne Owen College filing trail (2023)

Total Assets (Beginning of Year)$384K
Net Assets (End of Year)$373K
Net Income-$11K
Employer EIN620475690
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Lemoyne Owen College Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Lemoyne Owen College Tax Deferred Annuity Plan, Total assets ($B): 0.000376189 · Participants: 27Lemoyne Owen College Tax Deferred 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
Lemoyne Owen College Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Lemoyne Owen College Tax Deferred Annuity Plan side-by-side with 3 peers →

Lemoyne Owen College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Rocky Mountain Children's Law Center 403(b) Plan in CO ($375K); by covered participants it is Global Kids 403(b) DC Plan in NY (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Lemoyne Owen College Tax Deferred Annuity Plan assets move in 2023? ▼
Lemoyne Owen College Tax Deferred Annuity Plan edged down modestly - down 2.1% during 2023, from $384K to $376K. Reported net income was -$11K.
How have Lemoyne Owen College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lemoyne Owen College's sponsor-wide assets grew 2561.6%, from $384K to $10M.
Where does Lemoyne Owen College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Lemoyne Owen College Tax Deferred Annuity Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lemoyne Owen College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Rocky Mountain Children's Law Center 403(b) Plan in CO ($375K, 17 participants).
Which Other plans cover a similar participant headcount to Lemoyne Owen College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Global Kids 403(b) DC Plan in NY (27 participants, $2M 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 620475690.

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.