Other · DOL Form 5500 · 2024
Memphis University School Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $219,639
- Avg per participant Above avg balance/head
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.
- #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.
- #2,369
- in Educational Services (3,638 peers)
- +4.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Memphis University School DC Plan's outsized position 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
Memphis University School DC 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. Memphis University School DC Plan sits mid-pack in the medium band (160 participants).
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.
Form 5500 schedule snapshot
Filing strip 620545618 · Memphis University School PY 2024 · Other
Memphis University School DC Plan · $35M · 160 · 80th
- IND $35M
- IND 160
- IND 80th
- IND Other
- IND near Blumont, Inc. 403(b) DC Plan
- IND ind #2369
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 →
Memphis University School DC Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Memphis University School plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 19.748401068519055% vs 2022
- 2024 filing year
| 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.
- 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
Memphis University School DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Blumont, Inc. 403(b) DC Plan in VA ($35M); by covered participants it is Wilson College Defined Contribution Retirement Plan in PA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Wilson College Defined Contribution Retirement Plan (PA) 160 · 0 off
- Jannus, Inc. Retirement Plan (ID) 160 · 0 off
- Frederiksted Health Care Inc 403(b) Retirement Plan (VI) 160 · 0 off
- Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan (KS) 160 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.