Other · DOL Form 5500 · 2024

Berry College, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
656
Participants Below avg headcount
76th
Percentile by assets National rank
$41,203
Avg per participant Low balance/head
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Official DOL plan name: Berry College Tax-Deferred Annuity Plan · Sponsored by Berry College, Inc. · Georgia · Educational Services

$27M in assets, 656 participants

Berry College, Inc.'s Berry College Tax-Deferred Annuity Plan reported $27M in total assets and 656 participants in its 2024 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.

  • #2,177 in Educational Services (3,638 peers)

Where Berry College Tax-Deferred Annuity Plan sits by assets

Berry College Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 656 participants (~$41,203/participant), up 15.5% in 2024.

#2,177
in Educational Services (3,638 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berry College Tax-Deferred Annuity Plan's outsized position by total assets

Berry College Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,029,126 Top 24% higher than 76% of 123,620 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 2024

Berry College Tax-Deferred 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. Berry College Tax-Deferred Annuity Plan sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berry College Tax-Deferred Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Berry College Tax-Deferred Annuity Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Berry College Tax-Deferred Annuity Plan reported participants rose from 642 in the plan year 2023 filing to 656 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 580566133 · Berry College, Inc. PY 2024 · Other

Berry College Tax-Deferred Annuity Plan · $27M · 656 · 76th

  • PART $27M
  • TYPE 656
  • NET 76th
  • BOOK Other
  • VS-ST near University of Jamestown 403(b) DC Plan
  • BOY ind #2177

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 Georgia →

Berry College Tax-Deferred Annuity Plan in the asset neighbourhood

Section 403(b) Retirement Plan for Employees of Odyssey House, Inc.Section 403(b) Retirement Pl…$27MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$27MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$27MTarbut V'torah 403(b) Plan$27MHoly Cross Hospital Retirement Savings PlanHoly Cross Hospital Retireme…$27M
End-of-year total assets ($M) among Berry College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN580566133
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry College, Inc.)

Sponsor-wide plan assets over time

All Berry College, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 25.717243500777325% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $151M $190M ▲ +25.7%
Year Plans Participants Total Assets
2022 2 1,314 $151M
2023 2 1,284 $169M
2024 2 1,312 $190M

Nearby Other Plans in Georgia

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

Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Berry College Tax-Deferred Annuity Plan, Total assets ($B): 0.027029126 · Participants: 656Berry College Tax-Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Berry College Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Berry College Tax-Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Other by assets is University of Jamestown 403(b) DC Plan in ND ($27M); by covered participants it is Gettysburg College Tax Deferred Annuity Plan in PA (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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.

Frequently Asked Questions

How did Berry College Tax-Deferred Annuity Plan assets move in 2024? ▼
Berry College Tax-Deferred Annuity Plan grew sharply - up 15.5% during 2024, from $23M to $27M. Reported net income was $4M.
How have Berry College, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry College, Inc.'s sponsor-wide assets grew 25.7%, from $151M to $190M.
Where does Berry College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Berry College Tax-Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($27M, 360 participants).
Which Other plans cover a similar participant headcount to Berry College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Gettysburg College Tax Deferred Annuity Plan in PA (656 participants, $100M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580566133.

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.