Other · DOL Form 5500 · 2024
Memphis University School Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 160
- Participants
- 80th
- Percentile by assets
- $219,639
- Avg per participant
Official DOL plan name: Memphis University School DC Plan · Sponsored by Memphis University School · Tennessee · Educational Services
$35M in assets, 160 participants
Memphis University School's Memphis University School DC Plan reported $35M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #2,369 in Educational Services (3,638 peers)
Coverage in Tennessee
Memphis University School DC Plan covers 160 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 160
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $219,639
- avg assets per participant
Where Memphis University School DC Plan sits by total assets
Memphis University School DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,142,307 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memphis University School DC Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Memphis University School DC Plan end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Memphis University School DC Plan reports 160 participants - about 14% of that state average ($35M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $2M |
| Employer EIN | 620545618 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memphis University School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $29M |
| 2023 | 1 | 160 | $34M |
| 2024 | 1 | 160 | $35M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
Memphis University School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memphis University School DC Plan by total assets, not by location.
- Blumont, Inc. 403(b) DC Plan (VA) $35M · 71
- Bozeman Health 403(b) Plan (MT) $35M · 2,015
- Kingswood Oxford School, Inc. Tax Deferred Annuity Plan (CT) $35M · 203
- Msb 403(b) Retirement Program (MD) $35M · 385
Frequently Asked Questions
How did Memphis University School DC Plan assets move in 2024? ▼
How have Memphis University School plan assets changed over time? ▼
Where does Memphis University School DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Memphis University School DC Plan? ▼
Next read for Memphis University School DC Plan
Filing takeaways
Ways to act on Memphis University School DC Plan's numbers.
- By total assets, Memphis University School DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Memphis University School's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Educational Services plans