Other · DOL Form 5500 · 2023

Faulkner University Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
349
Participants Below avg headcount
76th
Percentile by assets National rank
$68,268
Avg per participant Below avg balance/head
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Official DOL plan name: Faulkner University Tax Deferred Annuity Plan · Sponsored by Faulkner University · Alabama · Educational Services

$24M in assets, 349 participants

Faulkner University's Faulkner University Tax Deferred Annuity Plan reported $24M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,228 in Educational Services (3,735 peers)

Where Faulkner University Tax Deferred Annuity Plan sits by assets

Faulkner University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $24M for 349 participants (~$68,268/participant), up 19.1% in 2023.

#2,228
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Faulkner University Tax Deferred Annuity Plan's outsized position by total assets

Faulkner University Tax Deferred Annuity Plan vs every filed plan by assets

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

$23,825,573 Top 24% higher than 76% 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

Faulkner University Tax Deferred Annuity 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. Faulkner University Tax Deferred Annuity Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Faulkner University Tax Deferred Annuity Plan reported net income rose from $847K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Faulkner University Tax Deferred Annuity Plan reported participants rose from 268 in the plan year 2022 filing to 349 in the plan year 2023 filing.
  • Faulkner University Tax Deferred Annuity Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630329409 · Faulkner University PY 2023 · Other

Faulkner University Tax Deferred Annuity Plan · $24M · 349 · 76th

  • PCT $24M
  • PCT 349
  • PCT 76th
  • PCT Other
  • PCT near Middlesex School Savings Plan
  • PCT ind #2228

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 Alabama →

Faulkner University Tax Deferred Annuity Plan in the asset neighbourhood

Faulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$24MMiddlesex School Savings Plan$24MRhd Investors Choice 403(b) PlanRhd Investors Choice 403(b) …$24MVariety Care, Inc. 403(b) PlanVariety Care, Inc. 403(b) Pl…$24MSan Diego Humane Society and S.P.C.a. Retirement PlanSan Diego Humane Society and…$24M
End-of-year total assets ($M) among Faulkner University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN630329409
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Faulkner University)

Sponsor-wide plan assets over time

All Faulkner University plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.24667701811046% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $26.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 268 $20M
2023 1 349 $24M
2024 1 396 $27M

Nearby Other Plans in Alabama

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

Faulkner University Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Faulkner University Tax Deferred Annuity Plan, Total assets ($B): 0.023825573 · Participants: 349Faulkner University Tax Deferred Annuity PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Faulkner University Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Faulkner University Tax Deferred Annuity Plan side-by-side with 3 peers →

Faulkner University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Middlesex School Savings Plan in MA ($24M); by covered participants it is The Places for People Inc. Employees Retirement Plan in MO (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Faulkner University Tax Deferred Annuity Plan assets move in 2023? ▼
Faulkner University Tax Deferred Annuity Plan grew sharply - up 19.1% during 2023, from $20M to $24M. Reported net income was $4M.
How have Faulkner University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Faulkner University's sponsor-wide assets grew 33.2%, from $20M to $27M.
Where does Faulkner University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Faulkner University Tax Deferred Annuity Plan ranks in the 76th 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 Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Middlesex School Savings Plan in MA ($24M, 178 participants).
Which Other plans cover a similar participant headcount to Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Places for People Inc. Employees Retirement Plan in MO (349 participants, $8M 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 630329409.

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.