Other · DOL Form 5500 · 2024
Tennessee Association of Independent Schools Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 759
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $129,699
- Avg per participant Near avg balance/head
Official DOL plan name: Tennessee Association of Independent Schools Multiple Employer Plan · Sponsored by Tennessee Association of Independent Schools · Tennessee · Educational Services
$98M in assets, 759 participants
Tennessee Association of Independent Schools's Tennessee Association of Independent Schools Multiple Employer Plan reported $98M in total assets and 759 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,017 in Educational Services (3,638 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 10% of all filed plans by assets, $98M for 759 participants (~$129,699/participant), up 28.7% in 2024.
- #3,017
- in Educational Services (3,638 peers)
- +28.7%
- assets growth YoY
- 1.0×
- 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 2024 · DOL Form 5500
$98,441,892 Top 10% higher than 90% 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
Tennessee Association of Independent Schools Multiple Employer 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. Tennessee Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (759 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tennessee Association of Independent Schools Multiple Employer Plan reported net income rose from $3M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Tennessee Association of Independent Schools Multiple Employer Plan end-of-year assets rose from $76M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Tennessee Association of Independent Schools Multiple Employer Plan reported participants rose from 659 in the plan year 2023 filing to 759 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311772278 · Tennessee Association of Independent Schools PY 2024 · Other
Tennessee Association of Independent Schools Multiple Employer Plan · $98M · 759 · 90th
- PART $98M
- TYPE 759
- NET 90th
- BOOK Other
- VS-ST near Road Scholar Retirement Plan
- BOY ind #3017
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $12M |
| Employer EIN | 311772278 |
| Plan Effective Date | 2023-12-01 |
| Filing Status | FILING 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
| 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.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
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 Road Scholar Retirement Plan in MA ($98M); by covered participants it is Catalight Foundation 403(b) Plan in CA (759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Road Scholar Retirement Plan (MA) $98M · 591
- National Wildlife Federation Retirement Savings Plan (VA) $99M · 419
- Uab Medicine Enterprise 403(b) Retirement Plan (AL) $99M · 574
- Achievement First, Inc. 403(b) Plan (CT) $99M · 1,869
Similar participant headcount
Nearest other-state filings by covered participants (759 participants); asset peers above are excluded.
- Catalight Foundation 403(b) Plan (CA) 759 · 0 off
- Rest Haven Christian Services Care Plan (IL) 758 · 1 off
- The Highlands Long Term Care Retirement Plan (NY) 760 · 1 off
- Variety Care, Inc. 403(b) Plan (OK) 758 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.