Other · DOL Form 5500 · 2024

Faulkner University Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
396
Participants Below avg headcount
75th
Percentile by assets National rank
$67,324
Avg per participant Below avg balance/head
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Official DOL plan name: Faulkner University Tax Deferred Annuity Plan · Sponsored by Faulkner University · Alabama · Educational Services

$27M in assets, 396 participants

Faulkner University's Faulkner University Tax Deferred Annuity Plan reported $27M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,160 in Educational Services (3,638 peers)

Where Faulkner University Tax Deferred Annuity Plan sits by assets

Faulkner University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 396 participants (~$67,324/participant), up 11.9% in 2024.

#2,160
in Educational Services (3,638 peers)
+11.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Faulkner University Tax Deferred Annuity Plan's outsized position by total assets

Faulkner University Tax Deferred Annuity Plan vs every filed plan by assets

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

$26,660,207 Top 25% higher than 75% 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

Faulkner University Tax Deferred Annuity 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. Faulkner University Tax Deferred Annuity Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Faulkner University Tax Deferred Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Faulkner University Tax Deferred Annuity Plan reported participants rose from 349 in the plan year 2023 filing to 396 in the plan year 2024 filing.
  • Faulkner University Tax Deferred Annuity Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630329409 · Faulkner University PY 2024 · Other

Faulkner University Tax Deferred Annuity Plan · $27M · 396 · 75th

  • TYPE $27M
  • NET 396
  • BOOK 75th
  • VS-ST Other
  • BOY near American Nuclear Society 403(b) Retirement Plan
  • SCH ind #2160

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 Alabama →

Faulkner University Tax Deferred Annuity Plan in the asset neighbourhood

American Nuclear Society 403(b) Retirement PlanAmerican Nuclear Society 403…$27MHeartspring 403 (B) DC Plan$27M2first Choice Community Healthcare 403(b) Plan2first Choice Community Heal…$27MFaulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$27MGreat Lakes Community Action Partnership 403(b) Tax Sheltered Annuity PlanGreat Lakes Community Action…$27M
End-of-year total assets ($M) among Faulkner University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN630329409
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Faulkner University)

Sponsor-wide plan assets over time

All Faulkner University plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.24667701811046% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $26.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 268 $20M
2023 1 349 $24M
2024 1 396 $27M

Nearby Other Plans in Alabama

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

Faulkner University Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 -0.500.511.52 Total assets ($B) Participants Faulkner University Tax Deferred Annuity Plan, Total assets ($B): 0.026660207 · Participants: 396Faulkner University Tax Deferred Annuity PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
Faulkner University Tax Deferred Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Faulkner University Tax Deferred Annuity Plan side-by-side with 3 peers →

Faulkner University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is American Nuclear Society 403(b) Retirement Plan in IL ($27M); by covered participants it is Palmer College of Chiropractic 403(b) Plan in IA (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Faulkner University Tax Deferred Annuity Plan assets move in 2024? ▼
Faulkner University Tax Deferred Annuity Plan grew at a solid clip - up 11.9% during 2024, from $24M to $27M. Reported net income was $3M.
How have Faulkner University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Faulkner University's sponsor-wide assets grew 33.2%, from $20M to $27M.
Where does Faulkner University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Faulkner University Tax Deferred Annuity Plan ranks in the 75th 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 Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is American Nuclear Society 403(b) Retirement Plan in IL ($27M, 37 participants).
Which Other plans cover a similar participant headcount to Faulkner University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer College of Chiropractic 403(b) Plan in IA (396 participants, $62M 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 630329409.

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.