Other · DOL Form 5500 · 2024

Emory Valley Center Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
227
Participants Below avg headcount
39th
Percentile by assets National rank
$18,029
Avg per participant Low balance/head
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Official DOL plan name: Emory Valley Center Employee Retirement Plan · Sponsored by Emory Valley Center · Tennessee · Administrative & Support Services

$4M in assets, 227 participants

Emory Valley Center's Emory Valley Center Employee Retirement Plan reported $4M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,692 in Administrative & Support Services (4,368 peers)

Coverage in Tennessee

Emory Valley Center Employee Retirement Plan covers 227 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#2,692
in Administrative & Support Services (4,368 peers)
+15.5%
assets growth YoY

Emory Valley Center Employee Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Emory Valley Center Employee Retirement Plan vs every filed plan by assets

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

$4,092,474 39th percentile higher than 39% 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

Emory Valley Center Employee 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. Emory Valley Center Employee Retirement Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emory Valley Center Employee Retirement Plan reported net income rose from $103K in the plan year 2023 filing to $549K in the plan year 2024 filing.
  • Emory Valley Center Employee Retirement Plan reported participants fell from 271 in the plan year 2023 filing to 227 in the plan year 2024 filing.
  • Emory Valley Center Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620762198 · Emory Valley Center PY 2024 · Other

Emory Valley Center Employee Retirement Plan · $4M · 227 · 39th

  • SCH $4M
  • EBSA 227
  • PART 39th
  • TYPE Other
  • NET near The Washington Latin School Tax Deferred Annuity Plan
  • BOOK ind #2692

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Emory Valley Center Employee Retirement Plan in the asset neighbourhood

Cannonball Musical Instrruments 401(k) PlanCannonball Musical Instrrume…$4MEmory Valley Center Employee Retirement PlanEmory Valley Center Employee…$4MThe Washington Latin School Tax Deferred Annuity PlanThe Washington Latin School …$4MThe Ywca of Western Massachusetts Retirement PlanThe Ywca of Western Massachu…$4MPsa 3 Agency on Aging, Inc. 403(b) PlanPsa 3 Agency on Aging, Inc. …$4M
End-of-year total assets ($M) among Emory Valley Center Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$549K
Employer EIN620762198
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Valley Center)

Sponsor-wide plan assets over time

All Emory Valley Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.9547149530442% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.44M $4.09M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 276 $3M
2023 1 271 $4M
2024 1 227 $4M

Nearby Other Plans in Tennessee

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

Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Emory Valley Center Employee Retirement Plan, Total assets ($B): 0.004092474 · Participants: 227Emory Valley Center Employee Retirement 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
Emory Valley Center Employee Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Emory Valley Center Employee Retirement Plan side-by-side with 3 peers →

Emory Valley Center Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is The Washington Latin School Tax Deferred Annuity Plan in DC ($4M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Emory Valley Center Employee Retirement Plan assets move in 2024? ▼
Emory Valley Center Employee Retirement Plan grew sharply - up 15.5% during 2024, from $4M to $4M. Reported net income was $549K.
How have Emory Valley Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Valley Center's sponsor-wide assets grew 19.0%, from $3M to $4M.
Which Other plans are similar in size to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Washington Latin School Tax Deferred Annuity Plan in DC ($4M, 81 participants).
Which Other plans cover a similar participant headcount to Emory Valley Center Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants, $43M 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 620762198.

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.