Other · DOL Form 5500 · 2024
Tusculum University Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $105,124
- Avg per participant Below avg balance/head
Official DOL plan name: Tusculum University 403(b) DC Plan · Sponsored by Tusculum University · Tennessee · Educational Services
$22M in assets, 211 participants
Tusculum University's Tusculum University 403(b) DC Plan reported $22M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,014 in Educational Services (3,638 peers)
Coverage in Tennessee
Tusculum University 403(b) DC Plan covers 211 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.
- #2,014
- in Educational Services (3,638 peers)
- +6.7%
- 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 2024 · DOL Form 5500
$22,181,228 Top 28% higher than 72% 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
Tusculum University 403(b) 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. Tusculum University 403(b) DC Plan sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tusculum University 403(b) DC Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Tusculum University 403(b) DC Plan reported participants fell from 216 in the plan year 2023 filing to 211 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 620484185 · Tusculum University PY 2024 · Other
Tusculum University 403(b) DC Plan · $22M · 211 · 72nd
- EBSA $22M
- EBSA 211
- EBSA 72nd
- EBSA Other
- EBSA near The Cleveland Foundation Retirement Plan
- EBSA ind #2014
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) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| 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 $4.7B · 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
Tusculum University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is The Cleveland Foundation Retirement Plan in OH ($22M); by covered participants it is Ability Building Center 403(b) Retirement Savings Plan in MN (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 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.