Other · DOL Form 5500 · 2024
University School of Jackson Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $125,993
- Avg per participant Near avg balance/head
Official DOL plan name: University School of Jackson 403(b) Retirement Plan · Sponsored by University School of Jackson · Tennessee · Educational Services
$15M in assets, 117 participants
University School of Jackson's University School of Jackson 403(b) Retirement Plan reported $15M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #1,702 in Educational Services (3,638 peers)
Coverage in Tennessee
University School of Jackson 403(b) Retirement Plan covers 117 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.
- #1,702
- in Educational Services (3,638 peers)
- +5.1%
- assets growth YoY
University School of Jackson 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
University School of Jackson 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,741,134 Top 36% higher than 64% 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
University School of Jackson 403(b) Retirement 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. University School of Jackson 403(b) Retirement Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University School of Jackson 403(b) Retirement Plan reported net income fell from $764K in the plan year 2023 filing to $721K in the plan year 2024 filing.
- University School of Jackson 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- University School of Jackson 403(b) Retirement Plan reported participants fell from 120 in the plan year 2023 filing to 117 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621320697 · University School of Jackson PY 2024 · Other
University School of Jackson 403(b) Retirement Plan · $15M · 117 · 64th
- NET $15M
- NET 117
- NET 64th
- NET Other
- NET near The Root Center for Advanced Recovery 403(b) Plan
- NET ind #1702
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 →
University School of Jackson 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $721K |
| Employer EIN | 621320697 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University School of Jackson)
Sponsor-wide plan assets over time
All University School of Jackson plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.201505465050563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $13M |
| 2023 | 2 | 243 | $27M |
| 2024 | 1 | 117 | $15M |
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
University School of Jackson 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is The Root Center for Advanced Recovery 403(b) Plan in CT ($15M); by covered participants it is Community Care Services 403(b) Plan in MI (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 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.