Other · DOL Form 5500 · 2024

Southern College of Optometry Retirement Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
209
Participants Below avg headcount
89th
Percentile by assets National rank
$385,748
Avg per participant High balance/head
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Official DOL plan name: Southern College of Optometry Defined Contribution Plan · Sponsored by Southern College of Optometry · Tennessee · Educational Services

$81M in assets, 209 participants

Southern College of Optometry's Southern College of Optometry Defined Contribution Plan reported $81M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,899 in Educational Services (3,638 peers)

Coverage in Tennessee

Southern College of Optometry Defined Contribution Plan covers 209 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $81M.

#2,899
in Educational Services (3,638 peers)
+6.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Southern College of Optometry Defined Contribution Plan's outsized position by total assets

Southern College of Optometry Defined Contribution Plan vs every filed plan by assets

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

$80,621,289 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southern College of Optometry Defined Contribution 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. Southern College of Optometry Defined Contribution Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern College of Optometry Defined Contribution Plan end-of-year assets rose from $76M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Southern College of Optometry Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620548917 · Southern College of Optometry PY 2024 · Other

Southern College of Optometry Defined Contribution Plan · $81M · 209 · 89th

  • SCH $81M
  • EBSA 209
  • PART 89th
  • TYPE Other
  • NET near Lindenwood University Defined Contribution and Tax Deferred Annuity Plan
  • BOOK ind #2899

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 →

Southern College of Optometry Defined Contribution Plan in the asset neighbourhood

Local Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$81MThe Pingry Corporation Defined Contribution PlanThe Pingry Corporation Defin…$81MSouthern College of Optometry Defined Contribution PlanSouthern College of Optometr…$81MLindenwood University Defined Contribution and Tax Deferred Annuity PlanLindenwood University Define…$81MPaideia School Retirement PlanPaideia School Retirement Pl…$81M
End-of-year total assets ($M) among Southern College of Optometry Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$81M
Net Income$5M
Employer EIN620548917
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern College of Optometry)

Sponsor-wide plan assets over time

All Southern College of Optometry plans reported in each filing year

Latest sponsor-wide plan assets
$81M 13.617627187206526% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $71M $80.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 210 $71M
2023 1 208 $76M
2024 1 209 $81M

Nearby Other Plans in Tennessee

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

Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southern College of Optometry Defined Contribution Plan, Total assets ($B): 0.080621289 · Participants: 209Southern College of Optometry Defined Contribution PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Southern College of Optometry Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Southern College of Optometry Defined Contribution Plan side-by-side with 3 peers →

Southern College of Optometry Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO ($81M); by covered participants it is Met Council 403(b) Retirement Savings Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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.

Frequently Asked Questions

How did Southern College of Optometry Defined Contribution Plan assets move in 2024? ▼
Southern College of Optometry Defined Contribution Plan grew at a solid clip - up 6.2% during 2024, from $76M to $81M. Reported net income was $5M.
How have Southern College of Optometry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern College of Optometry's sponsor-wide assets grew 13.6%, from $71M to $81M.
Where does Southern College of Optometry Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Southern College of Optometry Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO ($81M, 951 participants).
Which Other plans cover a similar participant headcount to Southern College of Optometry Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Met Council 403(b) Retirement Savings Plan in NY (209 participants, $19M 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 620548917.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.