Other · DOL Form 5500 · 2024
Harding Academy of Memphis, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $49,649
- Avg per participant Low balance/head
Official DOL plan name: Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan · Sponsored by Harding Academy of Memphis, Inc. · Tennessee · Educational Services
$15M in assets, 296 participants
Harding Academy of Memphis, Inc.'s Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported $15M in total assets and 296 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.
- #1,701 in Educational Services (3,638 peers)
Coverage in Tennessee
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan covers 296 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.
- #1,701
- in Educational Services (3,638 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,696,099 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
Harding Academy of Memphis Contributory Tax Sheltered Annuity 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. Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported net income fell from $2M in the plan year 2023 filing to -$340K in the plan year 2024 filing.
- Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan reported participants rose from 245 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan end-of-year assets fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581314356 · Harding Academy of Memphis, Inc. PY 2024 · Other
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan · $15M · 296 · 64th
- ASSETS $15M
- PCT 296
- EIN 64th
- RANK Other
- PHOTO near National Council on Aging, Inc. 403(b) Plan
- IND ind #1701
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 →
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$340K |
| Employer EIN | 581314356 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harding Academy of Memphis, Inc.)
Sponsor-wide plan assets over time
All Harding Academy of Memphis, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 8.679319262059378% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $14M |
| 2023 | 1 | 245 | $15M |
| 2024 | 1 | 296 | $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
Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is National Council on Aging, Inc. 403(b) Plan in VA ($15M); by covered participants it is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 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 (296 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.