Other · DOL Form 5500 · 2024
Farel Byrd, Cpa, PA Retirement Plan
Data updated 2026-08-25
- $989K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $329,515
- Avg per participant High balance/head
Official DOL plan name: Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · Sponsored by Farel Byrd, Cpa, PA · Tennessee · Professional & Technical Services
$989K in assets, 3 participants
Farel Byrd, Cpa, PA's Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 reported $989K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,643 in Professional & Technical Services (20,173 peers)
Farel Byrd, Cpa, PA multi-year trail
Farel Byrd, Cpa, PA's plans moved +33.3% in assets from 2022 to 2024; this filing shows Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 at $989K / 3 participants.
- #3,643
- in Professional & Technical Services (20,173 peers)
- +16.1%
- assets growth YoY
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among the smaller filed plans by assets
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$988,546 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 reported net income rose from $110K in the plan year 2023 filing to $137K in the plan year 2024 filing.
- Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 end-of-year assets rose from $852K in the plan year 2023 filing to $989K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621070183 · Farel Byrd, Cpa, PA PY 2024 · Other
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 · $989K · 3 · 23rd
- VS-ST $989K
- BOY 3
- SCH 23rd
- EBSA Other
- PART near Magnolia Coastlands Ahec Ret Plan Type 403(b)
- TYPE ind #3643
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 in the asset neighbourhood
Farel Byrd, Cpa, PA multi-year asset trail
Sponsor-wide plan assets over time
All Farel Byrd, Cpa, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $989K 33.25470076713932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $742K |
| 2023 | 1 | 3 | $852K |
| 2024 | 1 | 3 | $989K |
Farel Byrd, Cpa, PA filing trail (2024)
| Total Assets (Beginning of Year) | $852K |
|---|---|
| Net Assets (End of Year) | $989K |
| Net Income | $137K |
| Employer EIN | 621070183 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Magnolia Coastlands Ahec Ret Plan Type 403(b) in GA ($988K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($989K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.