Other · DOL Form 5500 · 2024
Davidson Academy Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 113
- Participants Small participant base
Official DOL plan name: Davidson Academy 403(b)Plan · Sponsored by Davidson Academy · Tennessee · Educational Services
N/A in assets, 113 participants
Davidson Academy's Davidson Academy 403(b)Plan reported N/A in total assets and 113 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Tennessee
Davidson Academy 403(b)Plan covers 113 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: N/A.
- -$19K
- reported net income
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Davidson Academy 403(b)Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davidson Academy 403(b)Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Davidson Academy 403(b)Plan reported net income fell from $369K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621091031 · Davidson Academy PY 2024 · Other
Davidson Academy 403(b)Plan · N/A · 113
- PART N/A
- PART 113
- PART PY 2024
- PART Other
- PART near Msn Air Service
- PART -$19K
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 →
Tennessee filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$19K |
| Employer EIN | 621091031 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davidson Academy)
Sponsor-wide plan assets over time
All Davidson Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $9M |
| 2023 | 1 | 112 | $10M |
| 2024 | 1 | 113 | N/A |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Davidson Academy 403(b)Plan's closest out-of-state Other peers by headcount
Outside Tennessee, the nearest Other by covered participants is Msn Air Service in NY (113 participants; this filing: 113 participants).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.