Other · DOL Form 5500 · 2024
Exchange Club-Carl Perkins Center Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $55,590
- Avg per participant Low balance/head
Official DOL plan name: Exchange Club-Carl Perkins Center 403(b) Plan · Sponsored by Exchange Club-Carl Perkins Center · Tennessee · Healthcare & Social Assistance
$4M in assets, 69 participants
Exchange Club-Carl Perkins Center's Exchange Club-Carl Perkins Center 403(b) Plan reported $4M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,607 in Healthcare & Social Assistance (16,916 peers)
Exchange Club-Carl Perkins Center multi-year trail
Exchange Club-Carl Perkins Center's plans moved +38.3% in assets from 2022 to 2024; this filing shows Exchange Club-Carl Perkins Center 403(b) Plan at $4M / 69 participants.
- #6,607
- in Healthcare & Social Assistance (16,916 peers)
- +18.0%
- assets growth YoY
Exchange Club-Carl Perkins Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Exchange Club-Carl Perkins Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,835,731 38th percentile higher than 38% 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
Exchange Club-Carl Perkins Center 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exchange Club-Carl Perkins Center 403(b) Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Exchange Club-Carl Perkins Center 403(b) Plan reported net income rose from $476K in the plan year 2023 filing to $585K in the plan year 2024 filing.
- Exchange Club-Carl Perkins Center 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Exchange Club-Carl Perkins Center 403(b) Plan reported participants fell from 73 in the plan year 2023 filing to 69 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621123112 · Exchange Club-Carl Perkins Center PY 2024 · Other
Exchange Club-Carl Perkins Center 403(b) Plan · $4M · 69 · 38th
- IND $4M
- IND 69
- IND 38th
- IND Other
- IND near The Chicago High School for the Arts 403(b) Plan
- IND ind #6607
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Exchange Club-Carl Perkins Center 403(b) Plan in the asset neighbourhood
Exchange Club-Carl Perkins Center multi-year asset trail
Sponsor-wide plan assets over time
All Exchange Club-Carl Perkins Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.252290639959085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 73 | $3M |
| 2024 | 1 | 69 | $4M |
Exchange Club-Carl Perkins Center filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $585K |
| Employer EIN | 621123112 |
| Plan Effective Date | 1995-07-01 |
| 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
Exchange Club-Carl Perkins Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is The Chicago High School for the Arts 403(b) Plan in IL ($4M); by covered participants it is American Public Health Association Defined Contribution Retirement Plan in DC (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- American Public Health Association Defined Contribution Retirement Plan (DC) 69 · 0 off
- Tortilleria Atotonilco, Inc. Profit Sharing Plan (IL) 69 · 0 off
- Institute for Public Health Innovation 403(b) Retirement Plan (DC) 69 · 0 off
- St. Paul's Episcopal School Defined Contribution Retirement Plan (CA) 69 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.