Other · DOL Form 5500 · 2024

Lemoyne Owen College Retirement Plan

Data updated 2026-08-25

$394K
Total assets Small plan by assets
24
Participants Small participant base
16th
Percentile by assets National rank
$16,416
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lemoyne Owen College Tax Deferred Annuity Plan · Sponsored by Lemoyne Owen College · Tennessee · Educational Services

$394K in assets, 24 participants

Lemoyne Owen College's Lemoyne Owen College Tax Deferred Annuity Plan reported $394K in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

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

Lemoyne Owen College multi-year trail

Lemoyne Owen College's plans moved +2561.6% in assets from 2022 to 2024; this filing shows Lemoyne Owen College Tax Deferred Annuity Plan at $394K / 24 participants.

#394
in Educational Services (3,638 peers)
+4.7%
assets growth YoY

Lemoyne Owen College Tax Deferred Annuity Plan among the smaller filed plans by assets

Lemoyne Owen College Tax Deferred Annuity Plan vs every filed plan by assets

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

$393,980 16th percentile higher than 16% 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

Lemoyne Owen College Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lemoyne Owen College Tax Deferred Annuity Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lemoyne Owen College Tax Deferred Annuity Plan reported net income rose from -$11K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Lemoyne Owen College Tax Deferred Annuity Plan reported participants fell from 27 in the plan year 2023 filing to 24 in the plan year 2024 filing.
  • Lemoyne Owen College Tax Deferred Annuity Plan end-of-year assets rose from $376K in the plan year 2023 filing to $394K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620475690 · Lemoyne Owen College PY 2024 · Other

Lemoyne Owen College Tax Deferred Annuity Plan · $394K · 24 · 16th

  • BOOK $394K
  • VS-ST 24
  • BOY 16th
  • SCH Other
  • EBSA near Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation
  • PART ind #394

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 →

Lemoyne Owen College Tax Deferred Annuity Plan in the asset neighbourhood

Cancer Research Fund of the Damon Runyon-Walter Winchell FoundationCancer Research Fund of the …$395KBig Brothers Big Sisters of Bucks County ERISA 403(b) PlanBig Brothers Big Sisters of …$397KA. J. Vazquez Urquia Retirement PlanA. J. Vazquez Urquia Retirem…$401KLemoyne Owen College Tax Deferred Annuity PlanLemoyne Owen College Tax Def…$394KThe Harbor School 403(b) DC Plan - #358479The Harbor School 403(b) DC …$392K
End-of-year total assets ($M) among Lemoyne Owen College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Lemoyne Owen College multi-year asset trail

Sponsor-wide plan assets over time

All Lemoyne Owen College plans reported in each filing year

Latest sponsor-wide plan assets
$10M 2561.585323029141% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.38M $10.2M ▲ +2592.1%
Year Plans Participants Total Assets
2022 1 31 $384K
2023 2 174 $10M
2024 2 144 $10M

Lemoyne Owen College filing trail (2024)

Total Assets (Beginning of Year)$376K
Net Assets (End of Year)$391K
Net Income$15K
Employer EIN620475690
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Lemoyne Owen College Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lemoyne Owen College Tax Deferred Annuity Plan, Total assets ($B): 0.00039398 · Participants: 24Lemoyne Owen College Tax Deferred Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Lemoyne Owen College Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Lemoyne Owen College Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Other by assets is Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation in NY ($395K); by covered participants it is Sesdac Inc Retirement Plan in SD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Lemoyne Owen College Tax Deferred Annuity Plan assets move in 2024? ▼
Lemoyne Owen College Tax Deferred Annuity Plan edged up modestly - up 4.7% during 2024, from $376K to $394K. Reported net income was $15K.
How have Lemoyne Owen College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lemoyne Owen College's sponsor-wide assets grew 2561.6%, from $384K to $10M.
Where does Lemoyne Owen College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Lemoyne Owen College Tax Deferred Annuity Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lemoyne Owen College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation in NY ($395K, 1 participant).
Which Other plans cover a similar participant headcount to Lemoyne Owen College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Sesdac Inc Retirement Plan in SD (24 participants, $30K 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 620475690.

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.