Other · DOL Form 5500 · 2024

Spelman College Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
750
Participants Near avg headcount
71st
Percentile by assets National rank
$27,453
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spelman College Tax Deferred Annuity Plan · Sponsored by Spelman College · Georgia · Educational Services

$21M in assets, 750 participants

Spelman College's Spelman College Tax Deferred Annuity Plan reported $21M in total assets and 750 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,951 in Educational Services (3,638 peers)

Spelman College multi-year trail

Spelman College's plans moved +25.1% in assets from 2022 to 2024; this filing shows Spelman College Tax Deferred Annuity Plan at $21M / 750 participants.

#1,951
in Educational Services (3,638 peers)
+11.9%
assets growth YoY

Spelman College Tax Deferred Annuity Plan's outsized position by total assets

Spelman College Tax Deferred Annuity Plan vs every filed plan by assets

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

$20,589,934 Top 29% higher than 71% 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 Tax Deferred Annuity 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Spelman College Tax Deferred Annuity Plan reported participants rose from 696 in the plan year 2023 filing to 750 in the plan year 2024 filing.
  • Spelman College Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 580566243 · Spelman College PY 2024 · Other

Spelman College Tax Deferred Annuity Plan · $21M · 750 · 71st

  • EBSA $21M
  • PART 750
  • TYPE 71st
  • NET Other
  • BOOK near Opportunity Council 403(b) Plan
  • VS-ST ind #1951

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 Tax Deferred Annuity Plan in the asset neighbourhood

Seattle Institute for Biomedical and Clinical Research 403(b) DC PlanSeattle Institute for Biomed…$21MSpelman College Tax Deferred Annuity PlanSpelman College Tax Deferred…$21MOpportunity Council 403(b) PlanOpportunity Council 403(b) P…$21MChristendom College 403(b) PlanChristendom College 403(b) P…$21MJameson Health System, Inc. 403(b) PlanJameson Health System, Inc. …$21M
End-of-year total assets ($M) among Spelman College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Spelman College multi-year asset trail

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

Spelman College filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN580566243
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Spelman College Tax Deferred Annuity Plan, Total assets ($B): 0.020589934 · Participants: 750Spelman College Tax Deferred Annuity 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 Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Spelman College Tax Deferred Annuity Plan side-by-side with 3 peers →

Spelman College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Opportunity Council 403(b) Plan in WA ($21M); 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 Tax Deferred Annuity Plan assets move in 2024? ▼
Spelman College Tax Deferred Annuity Plan grew at a solid clip - up 11.9% during 2024, from $18M to $21M. Reported net income was $2M.
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.
Which Other plans are similar in size to Spelman College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Opportunity Council 403(b) Plan in WA ($21M, 401 participants).
Which Other plans cover a similar participant headcount to Spelman College Tax Deferred Annuity 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).

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 580566243.

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.