Other · DOL Form 5500 · 2024
Lincoln Memorial University Retirement Plan
Data updated 2026-08-11
- $73M
- Total assets
- 1,050
- Participants
- 88th
- Percentile by assets
- $69,705
- Avg per participant
Official DOL plan name: Lincoln Memorial University Defined Contribution Retirement Plan · Sponsored by Lincoln Memorial University · Tennessee · Educational Services
$73M in assets, 1,050 participants
Lincoln Memorial University's Lincoln Memorial University Defined Contribution Retirement Plan reported $73M in total assets and 1,050 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #2,848 in Educational Services (3,638 peers)
Where Lincoln Memorial University Defined Contribution Retirement Plan sits by assets
Lincoln Memorial University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $73M for 1,050 participants (~$69,705/participant), up 13.2% in 2024.
- $73M
- total plan assets (2024 EOY)
- 1,050
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $69,705
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lincoln Memorial University Defined Contribution Retirement Plan end-of-year assets rose from $65M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Lincoln Memorial University Defined Contribution Retirement Plan reported participants rose from 938 in the plan year 2023 filing to 1,050 in the plan year 2024 filing.
Lincoln Memorial University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Lincoln Memorial University Defined Contribution Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $9M |
| Employer EIN | 620479542 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Memorial University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 868 | $56M |
| 2023 | 1 | 938 | $65M |
| 2024 | 1 | 1,050 | $73M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
Lincoln Memorial University Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lincoln Memorial University Defined Contribution Retirement Plan by total assets, not by location.
- San Francisco Museum of Modern Art Retirement Plan (CA) $73M · 594
- Employee Benefit Plan of Sea-Mar Community Health Centers (WA) $73M · 2,847
- New York Public Radio Retirement Plan (NY) $73M · 319
- Iavi 403(b) Retirement Plan (NY) $73M · 248
Frequently Asked Questions
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How have Lincoln Memorial University plan assets changed over time? ▼
Where does Lincoln Memorial University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Lincoln Memorial University Defined Contribution Retirement Plan's numbers.
- By total assets, Lincoln Memorial University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Lincoln Memorial University's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Educational Services plans