Other · DOL Form 5500 · 2023
The Administrators of the Tulane Educational Fund Retirement Plan
Data updated 2026-08-25
- $542M
- Total assets Above avg plan size
- 7,483
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $72,393
- Avg per participant Below avg balance/head
Official DOL plan name: Tulane University Tax Deferral 403(b) Retirement Plan · Sponsored by The Administrators of the Tulane Educational Fund · Louisiana · Educational Services
$542M in assets, 7,483 participants
The Administrators of the Tulane Educational Fund's Tulane University Tax Deferral 403(b) Retirement Plan reported $542M in total assets and 7,483 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,609 in Educational Services (3,735 peers)
Coverage in Louisiana
Tulane University Tax Deferral 403(b) Retirement Plan covers 7,483 participants in Louisiana, 15x the typical Louisiana plan (state average ~495 per filing). Assets: $542M.
- #3,609
- in Educational Services (3,735 peers)
- +15.9%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Tulane University Tax Deferral 403(b) Retirement Plan's outsized position by total assets
Tulane University Tax Deferral 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$541,718,024 Top 2% higher than 98% 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
Tulane University Tax Deferral 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tulane University Tax Deferral 403(b) Retirement Plan lands in the large band (7,483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tulane University Tax Deferral 403(b) Retirement Plan reported participants rose from 3,343 in the plan year 2022 filing to 7,483 in the plan year 2023 filing.
- Tulane University Tax Deferral 403(b) Retirement Plan reported net income rose from $61M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Tulane University Tax Deferral 403(b) Retirement Plan end-of-year assets rose from $467M in the plan year 2022 filing to $542M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720423889 · The Administrators of the Tulane Educational Fund PY 2023 · Other
Tulane University Tax Deferral 403(b) Retirement Plan · $542M · 7,483 · 98th
- IND $542M
- EOY 7,483
- 5500 98th
- ASSETS Other
- PCT near Greater Pennsylvania Carpenters' Annuity and Savings Fund
- EIN ind #3609
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 Louisiana →
Tulane University Tax Deferral 403(b) Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $467M |
|---|---|
| Net Assets (End of Year) | $542M |
| Net Income | $74M |
| Employer EIN | 720423889 |
| Plan Effective Date | 1959-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Administrators of the Tulane Educational Fund)
Sponsor-wide plan assets over time
All The Administrators of the Tulane Educational Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 22.336668113098977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,070 | $1.4B |
| 2023 | 3 | 14,138 | $1.6B |
| 2024 | 3 | 14,092 | $1.7B |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $744M · 3,591
- Lhc Group 401(k) Plan $477M · 24,322
- Tulane University Staff 403(b) Retirement Plan $291M · 3,064
- Loyola University Retirement Plan $270M · 721
- Woman's Hospital Foundation 403(b) Retirement Savings Plan $186M · 1,723
Scale composition for Tulane University Tax Deferral 403(b) Retirement Plan
Tulane University Tax Deferral 403(b) Retirement Plan reports $542M in end-of-year assets across 7,483 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $72,393 per participant (52% of the national average assets-per-participant) . Net income for plan year 2023 was $74M.
This plan identity (EIN 720423889, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $467M to $607M (+29.8%) while covered participants moved from 3,343 to 7,673 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,343 | $467M | Open filing |
| 2023 | 7,483 | $542M | This page |
| 2024 · index core | 7,673 | $607M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Tulane University Faculty and Administrative 403(b) Retirement Plan (Other, $794M, 3,284 participants)
- Tulane University Tax Deferral 403(b) Retirement Plan (Other, $607M, 7,673 participants)
- Tulane University Staff 403(b) Retirement Plan (Other, $313M, 3,135 participants)
Tulane University Tax Deferral 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Greater Pennsylvania Carpenters' Annuity and Savings Fund in PA ($541M); by covered participants it is Syracuse University Voluntary Retirement Plan in NY (7,508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($542M here).
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $541M · 17,854
- Children's Retirement Income Benefit Plan (OH) $544M · 6,988
- Yale University Matching Retirement Plan (CT) $539M · 6,059
- The Rand Corporation 403(b) Savings Plan (CA) $546M · 1,793
Similar participant headcount
Nearest other-state filings by covered participants (7,483 participants); asset peers above are excluded.
- Syracuse University Voluntary Retirement Plan (NY) 7,508 · 25 off
- Inspira Health Network 403(b) Savings Plan (NJ) 7,456 · 27 off
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) 7,520 · 37 off
- Mers/Missouri Goodwill 403b Plan (MO) 7,526 · 43 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.