Profit Sharing · DOL Form 5500 · 2024

Tennessee Wesleyan University Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
148
Participants Small participant base
64th
Percentile by assets National rank
$99,849
Avg per participant Below avg balance/head
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Official DOL plan name: Tennessee Wesleyan University Defined Contribution Retirement Plan · Sponsored by Tennessee Wesleyan University · Tennessee · Educational Services

$15M in assets, 148 participants

Tennessee Wesleyan University's Tennessee Wesleyan University Defined Contribution Retirement Plan reported $15M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,705 in Educational Services (3,638 peers)

Coverage in Tennessee

Tennessee Wesleyan University Defined Contribution Retirement Plan covers 148 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#1,705
in Educational Services (3,638 peers)
+2.8%
assets growth YoY

Tennessee Wesleyan University Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Tennessee Wesleyan University Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,777,654 Top 36% higher than 64% of 123,620 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 2024

Tennessee Wesleyan University Defined Contribution Retirement 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 Wesleyan University Defined Contribution Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tennessee Wesleyan University Defined Contribution Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $401K in the plan year 2024 filing.
  • Tennessee Wesleyan University Defined Contribution Retirement Plan reported participants fell from 194 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Tennessee Wesleyan University Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620476661 · Tennessee Wesleyan University PY 2024 · Profit Sharing

Tennessee Wesleyan University Defined Contribution Retirement Plan · $15M · 148 · 64th

  • RANK $15M
  • RANK 148
  • RANK 64th
  • RANK Profit Sharing
  • RANK near Fall Creek Farm & Nursery, Inc. 401(k) Profit
  • RANK ind #1705

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 Wesleyan University Defined Contribution Retirement Plan in the asset neighbourhood

Southeast Mississippi Rural Health Initiative, Inc. Retirement PlanSoutheast Mississippi Rural …$15MThe Mccredie Agency Inc. Profit Sharing Plan and TrustThe Mccredie Agency Inc. Pro…$15MTennessee Wesleyan University Defined Contribution Retirement PlanTennessee Wesleyan Universit…$15MFall Creek Farm & Nursery, Inc. 401(k) ProfitFall Creek Farm & Nursery, I…$15MWgs 401(k) Plan$15M
End-of-year total assets ($M) among Tennessee Wesleyan University Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$401K
Employer EIN620476661
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Wesleyan University)

Sponsor-wide plan assets over time

All Tennessee Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$15M 14.083769617340275% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $13M $14.8M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 189 $13M
2023 1 194 $14M
2024 1 148 $15M

Nearby Profit Sharing Plans in Tennessee

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

Tennessee Wesleyan University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Tennessee Wesleyan University Defined Contribution Retirement Plan, Total assets ($M): 14.777654 · Participants: 148Tennessee Wesleyan University Defined Contribution Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Tennessee Wesleyan University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Tennessee Wesleyan University Defined Contribution Retirement Plan side-by-side with 3 peers →

Tennessee Wesleyan University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR ($15M); by covered participants it is Clements Foods Company Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tennessee Wesleyan University Defined Contribution Retirement Plan assets move in 2024? ▼
Tennessee Wesleyan University Defined Contribution Retirement Plan edged up modestly - up 2.8% during 2024, from $14M to $15M. Reported net income was $401K.
How have Tennessee Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tennessee Wesleyan University's sponsor-wide assets grew 14.1%, from $13M to $15M.
Which Profit Sharing plans are similar in size to Tennessee Wesleyan University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR ($15M, 191 participants).
Which Profit Sharing plans cover a similar participant headcount to Tennessee Wesleyan University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Clements Foods Company Profit Sharing Plan in OK (148 participants, $10M in assets).

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 620476661.

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.