Other · DOL Form 5500 · 2023

Tennessee Association of Independent Schools Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
659
Participants Below avg headcount
89th
Percentile by assets National rank
$116,060
Avg per participant Below avg balance/head
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Official DOL plan name: Tennessee Association of Independent Schools Multiple Employer Plan · Sponsored by Tennessee Association of Independent Schools · Tennessee · Educational Services

$76M in assets, 659 participants

Tennessee Association of Independent Schools's Tennessee Association of Independent Schools Multiple Employer Plan reported $76M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,020 in Educational Services (3,735 peers)

Where Tennessee Association of Independent Schools Multiple Employer Plan sits by assets

Tennessee Association of Independent Schools Multiple Employer Plan sits in the top quartile of all filed plans by assets, $76M for 659 participants (~$116,060/participant).

#3,020
in Educational Services (3,735 peers)
$3M
reported net income
0.8×
vs typical plan assets (national mean)

Tennessee Association of Independent Schools Multiple Employer Plan's outsized position by total assets

Tennessee Association of Independent Schools Multiple Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,483,603 Top 11% higher than 89% of 127,068 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 2023

Tennessee Association of Independent Schools Multiple Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tennessee Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (659 participants).

Published 5500 schedule card

Filing strip 311772278 · Tennessee Association of Independent Schools PY 2023 · Other

Tennessee Association of Independent Schools Multiple Employer Plan · $76M · 659 · 89th

  • VS-ST $76M
  • VS-ST 659
  • VS-ST 89th
  • VS-ST Other
  • VS-ST near Lycoming College Retirement Plan
  • VS-ST ind #3020

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 →

Tennessee Association of Independent Schools Multiple Employer Plan in the asset neighbourhood

Lycoming College Retirement PlanLycoming College Retirement …$76MTennessee Association of Independent Schools Multiple Employer PlanTennessee Association of Ind…$76MSeattle Pacific University Employee Savings Plan - 403(b)Seattle Pacific University E…$76MCandid Defined Contribution Retirement PlanCandid Defined Contribution …$76MUnited States Olympic and Paralympic Committee 403(b) Retirement Investment PlanUnited States Olympic and Pa…$76M
End-of-year total assets ($M) among Tennessee Association of Independent Schools Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$76M
Net Income$3M
Employer EIN311772278
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Association of Independent Schools)

Sponsor-wide plan assets over time

All Tennessee Association of Independent Schools plans reported in each filing year

Latest sponsor-wide plan assets
$98M 28.709799406285814% vs 2023
2024 filing year
$70M$80M$90M$100M$110M 20232024 $76.5M $98.4M ▲ +28.7%
Year Plans Participants Total Assets
2023 1 659 $76M
2024 1 759 $98M

Nearby Other Plans in Tennessee

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

Tennessee Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Tennessee Association of Independent Schools Multiple Employer Plan, Total assets ($B): 0.076483603 · Participants: 659Tennessee Association of Independent Schools Multiple Employer PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Tennessee Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Tennessee Association of Independent Schools Multiple Employer Plan side-by-side with 3 peers →

Tennessee Association of Independent Schools Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Lycoming College Retirement Plan in PA ($76M); by covered participants it is Parker Health Group, Inc. 403(b) Tda Plan in NJ (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Tennessee Association of Independent Schools plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tennessee Association of Independent Schools's sponsor-wide assets grew 28.7%, from $76M to $98M.
Where does Tennessee Association of Independent Schools Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Tennessee Association of Independent Schools Multiple Employer Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tennessee Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is Lycoming College Retirement Plan in PA ($76M, 332 participants).
Which Other plans cover a similar participant headcount to Tennessee Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is Parker Health Group, Inc. 403(b) Tda Plan in NJ (659 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311772278.

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.