Other · DOL Form 5500 · 2024
L.B.J. & C. Development Corporation Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $12,737
- Avg per participant Low balance/head
Official DOL plan name: L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · Sponsored by L.B.J. & C. Development Corporation · Tennessee · Educational Services
$3M in assets, 203 participants
L.B.J. & C. Development Corporation's L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported $3M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #726 in Educational Services (3,638 peers)
Coverage in Tennessee
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan covers 203 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.
- #726
- in Educational Services (3,638 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan among the smaller filed plans by assets
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,585,559 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
L.B.J. & C. Development Corporation Tax Sheltered Annuity 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. L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported net income fell from $47K in the plan year 2023 filing to -$47K in the plan year 2024 filing.
- L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan reported participants fell from 245 in the plan year 2023 filing to 203 in the plan year 2024 filing.
- L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620724384 · L.B.J. & C. Development Corporation PY 2024 · Other
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan · $3M · 203 · 32nd
- TYPE $3M
- TYPE 203
- TYPE 32nd
- TYPE Other
- TYPE near Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan
- TYPE ind #726
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 →
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$47K |
| Employer EIN | 620724384 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L.B.J. & C. Development Corporation)
Sponsor-wide plan assets over time
All L.B.J. & C. Development Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.004680058079133981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $3M |
| 2023 | 1 | 245 | $3M |
| 2024 | 1 | 203 | $3M |
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
L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan in OH ($3M); by covered participants it is The Seven Hills School Retirement Plan in OH (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan (OH) $3M · 160
- Northeastern Rural Health Clinics 403(b) Plan (CA) $3M · 104
- Family of Woodstock, Inc. Retirement Plan (NY) $3M · 200
- Yedei Chesed Tax Deferred Annuity Retirement Plan (NY) $3M · 1,438
Similar participant headcount
Nearest other-state filings by covered participants (203 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.