Other · DOL Form 5500 · 2024
Lincoln Memorial University Retirement Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 1,050
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $69,705
- Avg per participant Below avg balance/head
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.
- #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.
- #2,848
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lincoln Memorial University Defined Contribution Retirement Plan's outsized position by total assets
Lincoln Memorial University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,190,328 Top 12% higher than 88% 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
Lincoln Memorial University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln Memorial University Defined Contribution Retirement Plan lands in the large band (1,050 participants).
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.
EBSA filing schedule strip
Filing strip 620479542 · Lincoln Memorial University PY 2024 · Other
Lincoln Memorial University Defined Contribution Retirement Plan · $73M · 1,050 · 88th
- VS-ST $73M
- VS-ST 1,050
- VS-ST 88th
- VS-ST Other
- VS-ST near San Francisco Museum of Modern Art Retirement Plan
- VS-ST ind #2848
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 →
Lincoln Memorial University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Lincoln Memorial University plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 30.50815034813905% vs 2022
- 2024 filing year
| 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.
- 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
Lincoln Memorial University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($73M); by covered participants it is Trinity University 403(b) Retirement Plan in TX (1,050 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,050 participants); asset peers above are excluded.
- Trinity University 403(b) Retirement Plan (TX) 1,050 · 0 off
- Mutual of America Life Insurance Company Savings Plan (NY) 1,051 · 1 off
- Special Education Services 403(b) Retirement Plan (IL) 1,051 · 1 off
- East Coast Migrant Head Start Project Retirement Savings Plan (NC) 1,048 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.