Other · DOL Form 5500 · 2024

Spelman College Retirement Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
750
Participants Near avg headcount
91st
Percentile by assets National rank
$136,041
Avg per participant Near avg balance/head
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Official DOL plan name: Spelman College Defined Contribution Plan · Sponsored by Spelman College · Georgia · Educational Services

$102M in assets, 750 participants

Spelman College's Spelman College Defined Contribution Plan reported $102M in total assets and 750 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,042 in Educational Services (3,638 peers)

Where Spelman College Defined Contribution Plan sits by assets

Spelman College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $102M for 750 participants (~$136,041/participant), up 9.6% in 2024.

#3,042
in Educational Services (3,638 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Spelman College Defined Contribution Plan's outsized position by total assets

Spelman College Defined Contribution Plan vs every filed plan by assets

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

$102,030,620 Top 9% higher than 91% 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

Spelman College Defined Contribution 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. Spelman College Defined Contribution Plan sits mid-pack in the medium band (750 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spelman College Defined Contribution Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Spelman College Defined Contribution Plan end-of-year assets rose from $93M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Spelman College Defined Contribution Plan reported participants rose from 696 in the plan year 2023 filing to 750 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580566243 · Spelman College PY 2024 · Other

Spelman College Defined Contribution Plan · $102M · 750 · 91st

  • BOOK $102M
  • VS-ST 750
  • BOY 91st
  • SCH Other
  • EBSA near The Adirondack Health Tax Deferred Annuity Plan
  • PART ind #3042

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 Georgia →

Spelman College Defined Contribution Plan in the asset neighbourhood

Olivet Nazarene University DC Retirement PlanOlivet Nazarene University D…$102MThe Adirondack Health Tax Deferred Annuity PlanThe Adirondack Health Tax De…$102MSpelman College Defined Contribution PlanSpelman College Defined Cont…$102MGermantown Academy Defined Contribution PlanGermantown Academy Defined C…$102MGlass Gardens Inc Profit Sharing PlanGlass Gardens Inc Profit Sha…$102M
End-of-year total assets ($M) among Spelman College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$102M
Net Income$9M
Employer EIN580566243
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spelman College)

Sponsor-wide plan assets over time

All Spelman College plans reported in each filing year

Latest sponsor-wide plan assets
$123M 25.135801121555424% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $123M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 1,336 $98M
2023 2 1,392 $112M
2024 2 1,500 $123M

Nearby Other Plans in Georgia

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

Spelman College Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Spelman College Defined Contribution Plan, Total assets ($B): 0.10203062 · Participants: 750Spelman College Defined Contribution PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Spelman College Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants

Spelman College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Adirondack Health Tax Deferred Annuity Plan in NY ($102M); by covered participants it is Cherry Health 403(b) Retirement Plan in MI (749 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (750 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 Spelman College Defined Contribution Plan assets move in 2024?
Spelman College Defined Contribution Plan grew at a solid clip - up 9.6% during 2024, from $93M to $102M. Reported net income was $9M.
How have Spelman College plan assets changed over time?
Across 3 plan years on file (2022-2024), Spelman College's sponsor-wide assets grew 25.1%, from $98M to $123M.
Where does Spelman College Defined Contribution Plan rank by assets among Form 5500 filers?
Spelman College Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Spelman College Defined Contribution Plan?
Among Other plans in other states, the closest by assets is The Adirondack Health Tax Deferred Annuity Plan in NY ($102M, 895 participants).
Which Other plans cover a similar participant headcount to Spelman College Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Cherry Health 403(b) Retirement Plan in MI (749 participants, $42M in assets).