Other
2024 plan-year Other DOL Form 5500

Morehouse School of Medicine 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Morehouse School of Medicine · Georgia · Educational Services

What the 2023 filing shows

Morehouse School of Medicine 403(b) Plan holds $260M for 1,471 participants — about $176,865 per participant, up 12.6% over the 2024 plan year.

$260M
total plan assets (2024 EOY)
1,471
covered participants
$176,865
avg assets per participant
+12.6%
assets growth YoY
Total Assets (2023)
$260M
Participants
1,471
State
Industry
Educational Services

What the Filing Says About Morehouse School of Medicine 403(b) Plan

Morehouse School of Medicine 403(b) Plan is a Other retirement plan sponsored by Morehouse School of Medicine, headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $260M in total end-of-year assets and covers 1,471 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 581438873, and the plan has been effective since 1981-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $231M at the beginning of 2024 to $260M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $260M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$231M
Total Assets (End of Year)$260M
Net Assets (End of Year)$260M
Net Income$29M
Plan TypeOther
Employer EIN581438873
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morehouse School of Medicine)

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.

Frequently Asked Questions

How much money is in the Morehouse School of Medicine 403(b) Plan?
As of the 2024 Form 5500 filing, Morehouse School of Medicine 403(b) Plan holds $260M in total assets with 1,471 participants. It is sponsored by Morehouse School of Medicine.
What type of plan is Morehouse School of Medicine 403(b) Plan?
Morehouse School of Medicine 403(b) Plan is a Other plan. It has been effective since 1981-08-01. The plan is filed with the U.S. Department of Labor under EIN 581438873.
Who sponsors the Morehouse School of Medicine 403(b) Plan?
Morehouse School of Medicine 403(b) Plan is sponsored by Morehouse School of Medicine, located in Georgia. The sponsor's EIN is 581438873 and the plan operates in the Educational Services industry.
How did Morehouse School of Medicine 403(b) Plan perform in 2024?
Morehouse School of Medicine 403(b) Plan grew by 12.6% during 2024, moving from $231M to $260M in total assets. Net income was $29M.
Where can I find official filings for Morehouse School of Medicine 403(b) Plan?
Official Form 5500 filings for Morehouse School of Medicine 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581438873 or plan name at efast.dol.gov.
How does Morehouse School of Medicine 403(b) Plan compare to other plans?
You can compare Morehouse School of Medicine 403(b) Plan against other Other plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 581438873.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.