Other · DOL Form 5500 · 2024
Morehouse School of Medicine Retirement Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 1,471
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $176,865
- Avg per participant Above avg balance/head
Official DOL plan name: Morehouse School of Medicine 403(b) Plan · Sponsored by Morehouse School of Medicine · Georgia · Educational Services
$260M in assets, 1,471 participants
Morehouse School of Medicine's Morehouse School of Medicine 403(b) Plan reported $260M in total assets and 1,471 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,362 in Educational Services (3,638 peers)
Where Morehouse School of Medicine 403(b) Plan sits by assets
Morehouse School of Medicine 403(b) Plan sits in the top 5% of all filed plans by assets, $260M for 1,471 participants (~$176,865/participant), up 12.6% in 2024.
- #3,362
- in Educational Services (3,638 peers)
- +12.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Morehouse School of Medicine 403(b) Plan's outsized position by total assets
Morehouse School of Medicine 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$260,167,966 Top 5% higher than 95% 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 School of Medicine 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morehouse School of Medicine 403(b) Plan lands in the large band (1,471 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morehouse School of Medicine 403(b) Plan reported participants rose from 776 in the plan year 2023 filing to 1,471 in the plan year 2024 filing.
- Morehouse School of Medicine 403(b) Plan reported net income fell from $34M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Morehouse School of Medicine 403(b) Plan end-of-year assets rose from $231M in the plan year 2023 filing to $260M in the plan year 2024 filing.
DOL schedule card
Filing strip 581438873 · Morehouse School of Medicine PY 2024 · Other
Morehouse School of Medicine 403(b) Plan · $260M · 1,471 · 95th
- IND $260M
- EOY 1,471
- 5500 95th
- ASSETS Other
- PCT near Brookings Savings and Retirement Plan
- EIN ind #3362
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 School of Medicine 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $29M |
| Employer EIN | 581438873 |
| Plan Effective Date | 1981-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morehouse School of Medicine)
Sponsor-wide plan assets over time
All Morehouse School of Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 32.11057172069985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,050 | $197M |
| 2023 | 1 | 776 | $231M |
| 2024 | 1 | 1,471 | $260M |
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 School of Medicine 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Brookings Savings and Retirement Plan in DC ($260M); by covered participants it is University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan in MD (1,472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Brookings Savings and Retirement Plan (DC) $260M · 512
- American Institutes for Research Retirement Plan (VA) $260M · 855
- Haverford College Defined Contribution Retirement Plan (PA) $260M · 1,100
- The Dalton Schools, Inc. Retirement and Savings Plan (NY) $261M · 374
Similar participant headcount
Nearest other-state filings by covered participants (1,471 participants); asset peers above are excluded.
- University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan (MD) 1,472 · 1 off
- Qsac, Inc. 403(b) Plan (NY) 1,470 · 1 off
- La Frontera Center, Inc. 403(b) Plan (AZ) 1,473 · 2 off
- Goodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement Plan (CA) 1,467 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.