Other · DOL Form 5500 · 2024

Fisk University Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 102
Participants Small participant base: 68th
Percentile by assets National rank: $176,242
Avg per participant Above avg balance/head

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Official DOL plan name: Fisk University DC Plan · Sponsored by Fisk University · Tennessee · Educational Services

$18M in assets, 102 participants

Fisk University's Fisk University DC Plan reported $18M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#1,859 in Educational Services (3,638 peers)

Coverage in Tennessee

Fisk University DC Plan covers 102 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#1,859
in Educational Services (3,638 peers): +0.0%
assets growth YoY

Fisk University DC Plan's outsized position by total assets

Fisk University DC Plan vs every filed plan by assets

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

$17,976,719 Top 32% higher than 68% 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

Fisk University DC Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisk University DC Plan sits mid-pack in the medium band (102 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fisk University DC Plan reported net income fell from $1M in the plan year 2023 filing to $5K in the plan year 2024 filing.
Fisk University DC Plan reported participants rose from 99 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620202000 · Fisk University PY 2024 · Other

Fisk University DC Plan · $18M · 102 · 68th

NET $18M
NET 102
NET 68th
NET Other
NET near Spooner Health System 403(b) Plan
NET ind #1859

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 →

End-of-year total assets ($M) among Fisk University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$18M
Net Income	$5K
Employer EIN	620202000
Plan Effective Date	1968-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fisk University)

Latest sponsor-wide plan assets: $18M 7.44056519987712% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$17M
2023	1	99	$18M
2024	1	102	$18M

Nearby Other Plans in Tennessee

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

Fisk University DC 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

Compare Fisk University DC Plan side-by-side with 3 peers →

Fisk University DC Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Spooner Health System 403(b) Plan in WI ($18M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Spooner Health System 403(b) Plan (WI) $18M · 144
Aspiranet 403(b) Plan (CA) $18M · 815
Legal Aid Chicago Employee Contribution Plan (IL) $18M · 242
The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $18M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan (HI) 102 · 0 off
District 7 Hrdc Retirement Plan (MT) 102 · 0 off
The Fenn School Tda and Retirement Plan (MA) 102 · 0 off
403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. (WI) 102 · 0 off

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 Fisk University DC Plan assets move in 2024? ▼

Fisk University DC Plan held essentially flat - up 0.0% during 2024, from $18M to $18M. Reported net income was $5K.

How have Fisk University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fisk University's sponsor-wide assets grew 7.4%, from $17M to $18M.

Which Other plans are similar in size to Fisk University DC Plan? ▼

Among Other plans in other states, the closest by assets is Spooner Health System 403(b) Plan in WI ($18M, 144 participants).

Which Other plans cover a similar participant headcount to Fisk University DC Plan? ▼

Among Other plans in other states, the closest by covered participants is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants, $5M 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 620202000.