Profit Sharing · DOL Form 5500 · 2024

Columbia Academy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
195
Participants Below avg headcount
48th
Percentile by assets National rank
$35,162
Avg per participant Low balance/head
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Official DOL plan name: Columbia Academy 403(b) Employee Savings and Retirement Plan · Sponsored by Columbia Academy, Inc. · Tennessee · Educational Services

$7M in assets, 195 participants

Columbia Academy, Inc.'s Columbia Academy 403(b) Employee Savings and Retirement Plan reported $7M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,155 in Educational Services (3,638 peers)

Coverage in Tennessee

Columbia Academy 403(b) Employee Savings and Retirement Plan covers 195 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#1,155
in Educational Services (3,638 peers)
+2.5%
assets growth YoY

Columbia Academy 403(b) Employee Savings and Retirement Plan's mid-pack asset rank among Educational Services and all filers

Columbia Academy 403(b) Employee Savings and Retirement Plan vs every filed plan by assets

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

$6,856,619 48th percentile higher than 48% 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

Columbia Academy 403(b) Employee Savings and 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. Columbia Academy 403(b) Employee Savings and Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Columbia Academy 403(b) Employee Savings and Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $167K in the plan year 2024 filing.
  • Columbia Academy 403(b) Employee Savings and Retirement Plan reported participants rose from 161 in the plan year 2023 filing to 195 in the plan year 2024 filing.
  • Columbia Academy 403(b) Employee Savings and Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620488045 · Columbia Academy, Inc. PY 2024 · Profit Sharing

Columbia Academy 403(b) Employee Savings and Retirement Plan · $7M · 195 · 48th

  • BOY $7M
  • BOY 195
  • BOY 48th
  • BOY Profit Sharing
  • BOY near Retirement Plan for Hospice of Iredell County
  • BOY ind #1155

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 →

Columbia Academy 403(b) Employee Savings and Retirement Plan in the asset neighbourhood

Columbia Academy 403(b) Employee Savings and Retirement PlanColumbia Academy 403(b) Empl…$7MRetirement Plan for Hospice of Iredell CountyRetirement Plan for Hospice …$7MThe Chimes, Inc 401(a) Defined Contribution PlanThe Chimes, Inc 401(a) Defin…$7MLegal Aid Services of Oklahoma, Inc. Defined Contribution Pension PlanLegal Aid Services of Oklaho…$7MOatv Management Company, LLC Profit Sharing PlanOatv Management Company, LLC…$7M
End-of-year total assets ($M) among Columbia Academy 403(b) Employee Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$167K
Employer EIN620488045
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Academy, Inc.)

Sponsor-wide plan assets over time

All Columbia Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.69838028590379% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.86M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 159 $5M
2023 1 161 $7M
2024 1 195 $7M

Nearby Profit Sharing Plans in Tennessee

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

Columbia Academy 403(b) Employee Savings and Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Columbia Academy 403(b) Employee Savings and Retirement Plan, Total assets ($M): 6.856619 · Participants: 195Columbia Academy 403(b) Employee Savings and Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Columbia Academy 403(b) Employee Savings and Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Columbia Academy 403(b) Employee Savings and Retirement Plan side-by-side with 3 peers →

Columbia Academy 403(b) Employee Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Retirement Plan for Hospice of Iredell County in NC ($7M); by covered participants it is Cleveland Museum of Natural History DC Retirement Plan in OH (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Columbia Academy 403(b) Employee Savings and Retirement Plan assets move in 2024? ▼
Columbia Academy 403(b) Employee Savings and Retirement Plan edged up modestly - up 2.5% during 2024, from $7M to $7M. Reported net income was $167K.
How have Columbia Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Academy, Inc.'s sponsor-wide assets grew 24.7%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Columbia Academy 403(b) Employee Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Hospice of Iredell County in NC ($7M, 202 participants).
Which Profit Sharing plans cover a similar participant headcount to Columbia Academy 403(b) Employee Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cleveland Museum of Natural History DC Retirement Plan in OH (195 participants, $18M 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 620488045.

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.