401(k) · DOL Form 5500 · 2024
Memphis Botanic Garden Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $761K
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $14,634
- Avg per participant Low balance/head
Official DOL plan name: Memphis Botanic Garden Foundation Retirement Plan · Sponsored by Memphis Botanic Garden Foundation, Inc. · Tennessee · Other Services
$761K in assets, 52 participants
Memphis Botanic Garden Foundation, Inc.'s Memphis Botanic Garden Foundation Retirement Plan reported $761K in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,363 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Memphis Botanic Garden Foundation Retirement Plan ranks #3,363 of 7,719 2024 filers by assets (2637% of the sector average)-$761K for 52 participants.
- #3,363
- in Other Services (7,719 peers)
- -34.3%
- assets change YoY
The plan reported a net loss of $397K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Memphis Botanic Garden Foundation Retirement Plan among the smaller filed plans by assets
Memphis Botanic Garden Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$760,991 21st percentile higher than 21% 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
Memphis Botanic Garden Foundation Retirement 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. Memphis Botanic Garden Foundation Retirement Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memphis Botanic Garden Foundation Retirement Plan reported net income fell from $207K in the plan year 2023 filing to -$397K in the plan year 2024 filing.
- Memphis Botanic Garden Foundation Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $761K in the plan year 2024 filing.
- Memphis Botanic Garden Foundation Retirement Plan reported participants fell from 58 in the plan year 2023 filing to 52 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237159172 · Memphis Botanic Garden Foundation, Inc. PY 2024 · 401(k)
Memphis Botanic Garden Foundation Retirement Plan · $761K · 52 · 21st
- EOY $761K
- 5500 52
- ASSETS 21st
- PCT 401(k)
- EIN near Ward Law, LLC 401(k) Plan
- RANK ind #3363
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 Other Services retirement plans → · Plans in Tennessee →
Memphis Botanic Garden Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $761K |
| Net Income | -$397K |
| Employer EIN | 237159172 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memphis Botanic Garden Foundation, Inc.)
Sponsor-wide plan assets over time
All Memphis Botanic Garden Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $761K 20.012213785390546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $951K |
| 2023 | 1 | 58 | $1M |
| 2024 | 1 | 52 | $761K |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Memphis Botanic Garden Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Ward Law, LLC 401(k) Plan in PA ($761K); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($761K here).
- Ward Law, LLC 401(k) Plan (PA) $761K · 14
- Civil Technology, Inc 401(k) Investment Plan (CO) $761K · 14
- R.L. Winston Rod Company 401(k) Plan (MT) $761K · 52
- Premier Equipment Group, Inc. 401(k) Plan (IN) $761K · 15
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.