Other · DOL Form 5500 · 2024
Baylor School Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $259,203
- Avg per participant Above avg balance/head
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.
- #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.
- #2,875
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Baylor School DC Plan's outsized position by total assets
Baylor School DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,724,090 Top 12% higher than 88% 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
Baylor School DC 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. Baylor School DC Plan sits mid-pack in the medium band (296 participants).
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.
Plan-year Form 5500 strip
Filing strip 620126365 · Baylor School PY 2024 · Other
Baylor School DC Plan · $77M · 296 · 88th
- EIN $77M
- RANK 296
- PHOTO 88th
- IND Other
- EOY near Lifespace Communities 403(b) Plan
- 5500 ind #2875
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 →
Baylor School DC Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $5M |
| Employer EIN | 620126365 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baylor School)
Sponsor-wide plan assets over time
All Baylor School plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 19.254145496570438% vs 2022
- 2024 filing year
| 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.
- 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
Baylor School DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Lifespace Communities 403(b) Plan in TX ($77M); 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 ($77M 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.