Other · DOL Form 5500 · 2023

Baylor School DC Plan Retirement Plan

Data updated 2026-08-11

$71M
Total assets
306
Participants
89th
Percentile by assets
$233,654
Avg per participant
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Official DOL plan name: Baylor School DC Plan · Sponsored by Baylor School DC Plan · Tennessee · Educational Services

$71M in assets, 306 participants

Baylor School DC Plan's Baylor School DC Plan reported $71M in total assets and 306 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.

  • 89th percentile by assets (of 127,072 plans)
  • #2,986 in Educational Services (3,735 peers)

Coverage in Tennessee

Baylor School DC Plan covers 306 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $71M.

$71M
total plan assets (2023 EOY)
306
covered participants
89th
percentile by assets (of 127,072 plans)
$233,654
avg assets per participant

Where Baylor School DC Plan sits by total assets

Baylor School DC Plan vs every filed plan by assets

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

$71,498,175 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baylor School DC Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Baylor School DC Plan end-of-year assets rose from $64M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Baylor School DC Plan reported participants rose from 282 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Baylor School DC Plan reports 306 participants - about 27% of that state average ($71M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$7M
Employer EIN620126365
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baylor School DC Plan)

$60M$65M$70M$75M$80M 202220232024 $64.3M $76.7M ▲ +19.2%
Total plan assets by year, all Baylor School DC Plan plans on file
Year Plans Participants Total Assets
2022 1 282 $64M
2023 1 306 $71M
2024 1 296 $77M

Nearby Other Plans in Tennessee

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

Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Baylor School DC PlanVanderbilt Universit…Vanderbilt Universit…St. Jude Children's …Ballad Health 403(b)…Southeastern Carpent…
Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Baylor School DC Plan by total assets, not by location.

Frequently Asked Questions

How did Baylor School DC Plan assets move in 2023?
Baylor School DC Plan grew at a solid clip - up 11.1% during 2023, from $64M to $71M. Reported net income was $7M.
How have Baylor School DC Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Baylor School DC Plan's sponsor-wide assets grew 19.3%, from $64M to $77M.
Where does Baylor School DC Plan rank by assets among Form 5500 filers?
Baylor School DC 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 Baylor School DC Plan?
Among Other plans in other states, the closest by assets is National Endowment for Democracy 403(b) Retirement Plan in DC ($71M, 277 participants).

Filing takeaways

Ways to act on Baylor School DC Plan's numbers.