Other · DOL Form 5500 · 2022

Piedmont University Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
359
Participants Below avg headcount
86th
Percentile by assets National rank
$110,993
Avg per participant Below avg balance/head
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Official DOL plan name: Piedmont University Tax Deferred Retirement Annuity P · Sponsored by Piedmont University · Georgia · Educational Services

$40M in assets, 359 participants

Piedmont University's Piedmont University Tax Deferred Retirement Annuity P reported $40M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,987 in Educational Services (4,024 peers)

Coverage in Georgia

Piedmont University Tax Deferred Retirement Annuity P covers 359 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $40M.

#2,987
in Educational Services (4,024 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Piedmont University Tax Deferred Retirement Annuity P's outsized position by total assets

Piedmont University Tax Deferred Retirement Annuity P vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,846,517 Top 14% higher than 86% of 139,123 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 2022

Piedmont University Tax Deferred Retirement Annuity P among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Piedmont University Tax Deferred Retirement Annuity P sits mid-pack in the medium band (359 participants).

Plan-year Form 5500 strip

Filing strip 580566212 · Piedmont University PY 2022 · Other

Piedmont University Tax Deferred Retirement Annuity P · $40M · 359 · 86th

  • PHOTO $40M
  • PHOTO 359
  • PHOTO 86th
  • PHOTO Other
  • PHOTO near French American International School DC Retirement Plan
  • PHOTO ind #2987

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 Georgia →

Piedmont University Tax Deferred Retirement Annuity P in the asset neighbourhood

Piedmont University Tax Deferred Retirement Annuity PPiedmont University Tax Defe…$40MFrench American International School DC Retirement PlanFrench American Internationa…$40MValley Christian Schools Retirement PlanValley Christian Schools Ret…$40MNeighborhood Healthcare 403(b) Retirement PlanNeighborhood Healthcare 403(…$40MQueens University of Charlotte Retirement PlanQueens University of Charlot…$40M
End-of-year total assets ($M) among Piedmont University Tax Deferred Retirement Annuity P and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN580566212
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piedmont University)

Sponsor-wide plan assets over time

All Piedmont University plans reported in each filing year

Latest sponsor-wide plan assets
$44M 10.684073089750857% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.9M $44.1M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 359 $40M
2023 1 315 $43M
2024 1 284 $44M

Nearby Other Plans in Georgia

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

Piedmont University Tax Deferred Retirement Annuity P vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Piedmont University Tax Deferred Retirement Annuity P, Total assets ($B): 0.039846517 · Participants: 359Piedmont University Tax Deferred Retirement Annuity PWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Piedmont University Tax Deferred Retirement Annuity P vs. nearby Other plans in Georgia, assets vs. participants

Piedmont University Tax Deferred Retirement Annuity P's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is French American International School DC Retirement Plan in CA ($40M); by covered participants it is Porter-Gaud School Defined Contribution Retirement Plan in SC (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Piedmont University Tax Deferred Retirement Annuity P assets move in 2022?
Piedmont University Tax Deferred Retirement Annuity P pulled back noticeably - down 13.6% during 2022, from $46M to $40M. Reported net income was -$6M.
How have Piedmont University plan assets changed over time?
Across 3 plan years on file (2022-2024), Piedmont University's sponsor-wide assets grew 10.7%, from $40M to $44M.
Where does Piedmont University Tax Deferred Retirement Annuity P rank by assets among Form 5500 filers?
Piedmont University Tax Deferred Retirement Annuity P ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Piedmont University Tax Deferred Retirement Annuity P?
Among Other plans in other states, the closest by assets is French American International School DC Retirement Plan in CA ($40M, 119 participants).
Which Other plans cover a similar participant headcount to Piedmont University Tax Deferred Retirement Annuity P?
Among Other plans in other states, the closest by covered participants is Porter-Gaud School Defined Contribution Retirement Plan in SC (359 participants, $45M in assets).