Other · DOL Form 5500 · 2024
Morehouse College Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 270
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $65,703
- Avg per participant Below avg balance/head
Official DOL plan name: Morehouse College Tax Deferred Annuity Plan · Sponsored by Morehouse College · Georgia · Educational Services
$18M in assets, 270 participants
Morehouse College's Morehouse College Tax Deferred Annuity Plan reported $18M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #1,845 in Educational Services (3,638 peers)
Coverage in Georgia
Morehouse College Tax Deferred Annuity Plan covers 270 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.
- #1,845
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
Morehouse College Tax Deferred Annuity Plan's outsized position by total assets
Morehouse College Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,739,927 Top 32% higher than 68% 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
Morehouse 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. Morehouse College Tax Deferred Annuity Plan sits mid-pack in the medium band (270 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morehouse College Tax Deferred Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Morehouse College Tax Deferred Annuity Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 580566205 · Morehouse College PY 2024 · Other
Morehouse College Tax Deferred Annuity Plan · $18M · 270 · 68th
- BOY $18M
- BOY 270
- BOY 68th
- BOY Other
- BOY near Vna of Texas 403(b) Retirement Plan
- BOY ind #1845
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 →
Morehouse College Tax Deferred Annuity Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 580566205 |
| Plan Effective Date | 1942-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morehouse College)
Sponsor-wide plan assets over time
All Morehouse College plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 23.753060812085124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 908 | $83M |
| 2023 | 2 | 969 | $93M |
| 2024 | 2 | 1,004 | $103M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Morehouse College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Vna of Texas 403(b) Retirement Plan in TX ($18M); by covered participants it is Belmont Abbey College Retirement Plan in NC (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Vna of Texas 403(b) Retirement Plan (TX) $18M · 266
- Imagine! 403(b) Plan (CO) $18M · 302
- San Diego Blood Bank 403(b) Plan (CA) $18M · 332
- Lieber Institute, Inc. 403(b) Plan (MD) $18M · 118
Similar participant headcount
Nearest other-state filings by covered participants (270 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.