Other · DOL Form 5500 · 2024

Baylor School Retirement Plan

Data updated 2026-08-11

$77M
Total assets
296
Participants
88th
Percentile by assets
$259,203
Avg per participant
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Official DOL plan name: Baylor School DC Plan · Sponsored by Baylor School · Tennessee · Educational Services

$77M in assets, 296 participants

Baylor School's Baylor School DC Plan reported $77M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #2,875 in Educational Services (3,638 peers)

Coverage in Tennessee

Baylor School DC Plan covers 296 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY)
296
covered participants
88th
percentile by assets (of 123,622 plans)
$259,203
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baylor School DC Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Baylor School DC Plan end-of-year assets rose from $71M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Baylor School DC Plan reported participants fell from 306 in the plan year 2023 filing to 296 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Baylor School DC Plan reports 296 participants - about 26% of that state average ($77M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income$5M
Employer EIN620126365
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baylor School)

$60M$65M$70M$75M$80M 202220232024 $64.3M $76.7M ▲ +19.2%
Total plan assets by year, all Baylor School plans on file
Year Plans Participants Total Assets
2022 1 282 $64M
2023 1 306 $71M
2024 1 296 $77M

Nearby Other Plans in Tennessee

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

Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Baylor School DC PlanVanderbilt Universit…Vanderbilt Universit…St. Jude Children's …Ballad Health 403(b)…Dialysis Clinic, Inc…
Baylor School DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Baylor School DC Plan by total assets, not by location.

Frequently Asked Questions

How did Baylor School DC Plan assets move in 2024?
Baylor School DC Plan grew at a solid clip - up 7.3% during 2024, from $71M to $77M. Reported net income was $5M.
How have Baylor School plan assets changed over time?
Across 3 plan years on file (2022-2024), Baylor School's sponsor-wide assets grew 19.3%, from $64M to $77M.
Where does Baylor School DC Plan rank by assets among Form 5500 filers?
Baylor School DC Plan ranks in the 88th 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 Baylor School DC Plan?
Among Other plans in other states, the closest by assets is Lifespace Communities 403(b) Plan in TX ($77M, 4,372 participants).

Filing takeaways

Ways to act on Baylor School DC Plan's numbers.