Other · DOL Form 5500 · 2023

Baylor School DC Plan Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
306
Participants Below avg headcount
89th
Percentile by assets National rank
$233,654
Avg per participant Above avg balance/head
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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.

  • #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.

#2,986
in Educational Services (3,735 peers)
+11.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Baylor School DC Plan's outsized position 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 $2,050,000,000 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

Baylor School DC 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. Baylor School DC Plan sits mid-pack in the medium band (306 participants).

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 →

DOL schedule card

Filing strip 620126365 · Baylor School DC Plan PY 2023 · Other

Baylor School DC Plan · $71M · 306 · 89th

  • 5500 $71M
  • ASSETS 306
  • PCT 89th
  • EIN Other
  • RANK near National Endowment for Democracy 403(b) Retirement Plan
  • PHOTO ind #2986

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 →

Baylor School DC Plan in the asset neighbourhood

Roseman University of Health Sciences Defined Contribution PlanRoseman University of Health…$72MBaylor School DC Plan$71MNational Endowment for Democracy 403(b) Retirement PlanNational Endowment for Democ…$71MBlair Academy DC Retirement PlanBlair Academy DC Retirement …$71MAscension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$71M
End-of-year total assets ($M) among Baylor School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Baylor School DC Plan plans reported in each filing year

Latest sponsor-wide plan assets
$77M 19.254145496570438% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $76.7M ▲ +19.2%
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 Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Baylor School DC Plan, Total assets ($B): 0.071498175 · Participants: 306Baylor School DC 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
Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Baylor School DC Plan side-by-side with 3 peers →

Baylor School DC Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is National Endowment for Democracy 403(b) Retirement Plan in DC ($71M); by covered participants it is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 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).
Which Other plans cover a similar participant headcount to Baylor School DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL (306 participants, $10M 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 620126365.

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.