Profit Sharing · DOL Form 5500 · 2023

Columbia Academy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
161
Participants Small participant base
50th
Percentile by assets National rank
$41,547
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Columbia Academy 403(b) Employee Savings and Retirement Plan · Sponsored by Columbia Academy, Inc. · Tennessee · Educational Services

$7M in assets, 161 participants

Columbia Academy, Inc.'s Columbia Academy 403(b) Employee Savings and Retirement Plan reported $7M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,288 in Educational Services (3,735 peers)

Coverage in Tennessee

Columbia Academy 403(b) Employee Savings and Retirement Plan covers 161 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#1,288
in Educational Services (3,735 peers)
+21.7%
assets growth YoY

Columbia Academy 403(b) Employee Savings and Retirement Plan's mid-pack asset rank among Educational Services and all filers

Columbia Academy 403(b) Employee Savings and Retirement Plan vs every filed plan by assets

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

$6,689,147 Top 50% higher than 50% 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

Columbia Academy 403(b) Employee Savings and Retirement 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. Columbia Academy 403(b) Employee Savings and Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Academy 403(b) Employee Savings and Retirement Plan reported net income rose from $755K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Columbia Academy 403(b) Employee Savings and Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Columbia Academy 403(b) Employee Savings and Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620488045 · Columbia Academy, Inc. PY 2023 · Profit Sharing

Columbia Academy 403(b) Employee Savings and Retirement Plan · $7M · 161 · 50th

  • SCH $7M
  • EBSA 161
  • PART 50th
  • TYPE Profit Sharing
  • NET near Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan
  • BOOK ind #1288

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 →

Columbia Academy 403(b) Employee Savings and Retirement Plan in the asset neighbourhood

Columbia Academy 403(b) Employee Savings and Retirement PlanColumbia Academy 403(b) Empl…$7MColomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing PlanColomer & Suarez, LLC. Coda …$7MAllways Shred, Inc. Profit Sharing PlanAllways Shred, Inc. Profit S…$7MBernard L. Markowitz, M.D., Amc Profit Sharing PlanBernard L. Markowitz, M.D., …$7MOhio Psychiatric Associates, Inc. Employee Profit Sharing PlanOhio Psychiatric Associates,…$7M
End-of-year total assets ($M) among Columbia Academy 403(b) Employee Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN620488045
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Academy, Inc.)

Sponsor-wide plan assets over time

All Columbia Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.69838028590379% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.86M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 159 $5M
2023 1 161 $7M
2024 1 195 $7M

Nearby Profit Sharing Plans in Tennessee

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

Columbia Academy 403(b) Employee Savings and Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Columbia Academy 403(b) Employee Savings and Retirement Plan, Total assets ($M): 6.689147 · Participants: 161Columbia Academy 403(b) Employee Savings and Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Columbia Academy 403(b) Employee Savings and Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Columbia Academy 403(b) Employee Savings and Retirement Plan side-by-side with 3 peers →

Columbia Academy 403(b) Employee Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan in PR ($7M); by covered participants it is Analytical Graphics, Inc. Profit Sharing Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Columbia Academy 403(b) Employee Savings and Retirement Plan assets move in 2023? ▼
Columbia Academy 403(b) Employee Savings and Retirement Plan grew sharply - up 21.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have Columbia Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Academy, Inc.'s sponsor-wide assets grew 24.7%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Columbia Academy 403(b) Employee Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan in PR ($7M, 112 participants).
Which Profit Sharing plans cover a similar participant headcount to Columbia Academy 403(b) Employee Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Analytical Graphics, Inc. Profit Sharing Plan in PA (161 participants, $684K 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 620488045.

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.