Other · DOL Form 5500 · 2024
The Administrators of the Tulane Educational Fund Retirement Plan
Data updated 2026-08-25
- $607M
- Total assets Above avg plan size
- 7,673
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $79,092
- Avg per participant Below avg balance/head
Official DOL plan name: Tulane University Tax Deferral 403(b) Retirement Plan · Sponsored by The Administrators of the Tulane Educational Fund · Louisiana · Educational Services
$607M in assets, 7,673 participants
The Administrators of the Tulane Educational Fund's Tulane University Tax Deferral 403(b) Retirement Plan reported $607M in total assets and 7,673 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,516 in Educational Services (3,638 peers)
Coverage in Louisiana
Tulane University Tax Deferral 403(b) Retirement Plan covers 7,673 participants in Louisiana, 16x the typical Louisiana plan (state average ~495 per filing). Assets: $607M.
- #3,516
- in Educational Services (3,638 peers)
- +12.0%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Tulane University Tax Deferral 403(b) Retirement Plan's outsized position by total assets
Tulane University Tax Deferral 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$606,871,183 Top 2% higher than 98% 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
Tulane University Tax Deferral 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tulane University Tax Deferral 403(b) Retirement Plan lands in the large band (7,673 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tulane University Tax Deferral 403(b) Retirement Plan reported net income fell from $74M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Tulane University Tax Deferral 403(b) Retirement Plan end-of-year assets rose from $542M in the plan year 2023 filing to $607M in the plan year 2024 filing.
- Tulane University Tax Deferral 403(b) Retirement Plan reported participants rose from 7,483 in the plan year 2023 filing to 7,673 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 720423889 · The Administrators of the Tulane Educational Fund PY 2024 · Other
Tulane University Tax Deferral 403(b) Retirement Plan · $607M · 7,673 · 98th
- TYPE $607M
- TYPE 7,673
- TYPE 98th
- TYPE Other
- TYPE near The Catholic University of America Retirement Plan
- TYPE ind #3516
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 Louisiana →
Tulane University Tax Deferral 403(b) Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $542M |
|---|---|
| Net Assets (End of Year) | $607M |
| Net Income | $65M |
| Employer EIN | 720423889 |
| Plan Effective Date | 1959-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Administrators of the Tulane Educational Fund)
Sponsor-wide plan assets over time
All The Administrators of the Tulane Educational Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 22.336668113098977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 10,070 | $1.4B |
| 2023 | 3 | 14,138 | $1.6B |
| 2024 | 3 | 14,092 | $1.7B |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $794M · 3,284
- Lhc Group 401(k) Plan $541M · 30,378
- Tulane University Staff 403(b) Retirement Plan $313M · 3,135
- Loyola University Retirement Plan $282M · 1,161
- Ochsner Clinic Foundation 403(b) Plan $194M · 32,975
Scale composition for Tulane University Tax Deferral 403(b) Retirement Plan
Tulane University Tax Deferral 403(b) Retirement Plan reports $607M in end-of-year assets across 7,673 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $79,092 per participant (57% of the national average assets-per-participant) . Net income for plan year 2024 was $65M.
This plan identity (EIN 720423889, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $467M to $607M (+29.8%) while covered participants moved from 3,343 to 7,673 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,343 | $467M | Open filing |
| 2023 | 7,483 | $542M | Open filing |
| 2024 · index core | 7,673 | $607M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Tulane University Faculty and Administrative 403(b) Retirement Plan (Other, $794M, 3,284 participants)
- Tulane University Staff 403(b) Retirement Plan (Other, $313M, 3,135 participants)
Tulane University Tax Deferral 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is The Catholic University of America Retirement Plan in DC ($606M); by covered participants it is Beacon Retirement Savings 403(b) Plan in IN (7,707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607M here).
- The Catholic University of America Retirement Plan (DC) $606M · 2,004
- Jax 403(b) Retirement Plan (ME) $603M · 2,735
- The Rand Corporation 403(b) Savings Plan (CA) $602M · 1,941
- Yale University Matching Retirement Plan (CT) $602M · 6,132
Similar participant headcount
Nearest other-state filings by covered participants (7,673 participants); asset peers above are excluded.
- Beacon Retirement Savings 403(b) Plan (IN) 7,707 · 34 off
- Guthrie 403(b) Retirement Savings Plan (PA) 7,589 · 84 off
- Southcoast Health System Partnership Plan (MA) 7,579 · 94 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 7,579 · 94 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.