Other · DOL Form 5500 · 2024

Spelman College Retirement Plan

Data updated 2026-08-11

$21M
Total assets
750
Participants
71st
Percentile by assets
$27,453
Avg per participant
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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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
750
covered participants
71st
percentile by assets (of 123,622 plans)
$27,453
avg assets per participant

Where Spelman College Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

  • 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 →

State

Spelman College across 3 plan years on file

Across the 3 plan years Spelman College has on file (2022-2024), sponsor-wide plan assets have moved from $98M to $123M, a gain of 25.1%, while reported participants moved from 1,336 to 1,500 (+12.3%). Peak year by sponsor assets: 2024 ($123M); trough: 2022 ($98M).

Spelman College multi-year asset trail

$90M$100M$110M$120M$130M 202220232024 $98M $123M ▲ +25.1%
Total plan assets by year, all Spelman College plans on file
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 ($B) Participants Spelman College Tax …, Total assets ($B): 0.020589934 · Participants: 750Spelman College Tax …Wellstar Health Syst…, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health Syst…Northside Hospital 4…, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 4…Childrens Healthcare…, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare…IBEW Local 613 Defin…, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defin…Navicent Health 403(…, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(…
Spelman College Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Spelman College Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Spelman College Tax Deferred Annuity Pla…

Multi-year trail

Ways to act on Spelman College Tax Deferred Annuity Plan's numbers.