Profit Sharing · DOL Form 5500 · 2024

Tennessee Wesleyan University Profit Sharing Plan

Data updated 2026-08-11

$15M
Total assets
148
Participants
64th
Percentile by assets
$99,849
Avg per participant
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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.

  • 64th percentile by assets (of 123,622 plans)
  • #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.

$15M
total plan assets (2024 EOY)
148
covered participants
64th
percentile by assets (of 123,622 plans)
$99,849
avg assets per participant

Where Tennessee Wesleyan University Defined Contribution Retirement Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Tennessee
Industry
Educational Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Tennessee Wesleyan University Defined Contribution Retirement Plan reports 148 participants - about 13% of that state average ($15M EOY assets).

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)

$12M$13M$14M$15M 202220232024 $13M $14.8M ▲ +14.1%
Total plan assets by year, all Tennessee Wesleyan University plans on file
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 ($M) Participants Tennessee Wesleyan U…, Total assets ($M): 14.777654 · Participants: 148Tennessee Wesleyan U…Ballad Health 401(a)…, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a)…Shreveport Electrica…, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrica…New Orleans Electric…, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electric…Ulps Employee Saving…, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Saving…Thompson Machinery C…, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery C…
Tennessee Wesleyan University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Tennessee Wesleyan University Defined Co… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Tennessee Wesleyan University Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for Tennessee Wesleyan University Defined Co…

Filing takeaways

Ways to act on Tennessee Wesleyan University Defined Contribution Retirement Plan's numbers.

  • By total assets, Tennessee Wesleyan University Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
  • Tennessee Wesleyan University's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Educational Services plans

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.