Other · DOL Form 5500 · 2023
Tusculum University Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $96,274
- Avg per participant Below avg balance/head
Official DOL plan name: Tusculum University 403(b) DC Plan · Sponsored by Tusculum University · Tennessee · Educational Services
$21M in assets, 216 participants
Tusculum University's Tusculum University 403(b) DC Plan reported $21M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,100 in Educational Services (3,735 peers)
Coverage in Tennessee
Tusculum University 403(b) DC Plan covers 216 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.
- #2,100
- in Educational Services (3,735 peers)
- +7.0%
- assets growth YoY
Tusculum University 403(b) DC Plan's outsized position by total assets
Tusculum University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,795,156 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tusculum University 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tusculum University 403(b) DC Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tusculum University 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Tusculum University 403(b) DC Plan reported participants fell from 240 in the plan year 2022 filing to 216 in the plan year 2023 filing.
- Tusculum University 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 620484185 · Tusculum University PY 2023 · Other
Tusculum University 403(b) DC Plan · $21M · 216 · 73rd
- PHOTO $21M
- PHOTO 216
- PHOTO 73rd
- PHOTO Other
- PHOTO near Tax Deferred Annuity Plan of United Cerebral Palsy of Queens Dba Queens Centers for Progress
- PHOTO ind #2100
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 →
Tusculum University 403(b) DC Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 620484185 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tusculum University)
Sponsor-wide plan assets over time
All Tusculum University plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 14.179823987492595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $19M |
| 2023 | 1 | 216 | $21M |
| 2024 | 1 | 211 | $22M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Tusculum University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Tax Deferred Annuity Plan of United Cerebral Palsy of Queens Dba Queens Centers for Progress in NY ($21M); by covered participants it is Galloway Ridge 403(b) Plan in NC (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Tax Deferred Annuity Plan of United Cerebral Palsy of Queens Dba Queens Centers for Progress (NY) $21M · 157
- San Francisco Friends School Defined Contribution Retirement Plan (CA) $21M · 76
- Brookstone School, Inc. Retirement Plan (GA) $21M · 142
- Healthreach Community Health Centers 403(b) Retirement Plan (ME) $21M · 259
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Galloway Ridge 403(b) Plan (NC) 216 · 0 off
- Ezra Medical Center 403(b) Retirement Plan (NY) 216 · 0 off
- 403(b) Thrift Plan of the Children's Center of Wayne County, Inc. (MI) 216 · 0 off
- The Rochester School of the Holy Childhood, Inc. 4 (NY) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.