Other · DOL Form 5500 · 2022

Southern Regional Education Board Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
115
Participants Small participant base
87th
Percentile by assets National rank
$379,003
Avg per participant High balance/head
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Official DOL plan name: Sreb Retirement Plan · Sponsored by Southern Regional Education Board · Georgia · Educational Services

$44M in assets, 115 participants

Southern Regional Education Board's Sreb Retirement Plan reported $44M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,040 in Educational Services (4,024 peers)

Coverage in Georgia

Sreb Retirement Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $44M.

#3,040
in Educational Services (4,024 peers)
-12.8%
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.

Sreb Retirement Plan's outsized position by total assets

Sreb Retirement Plan vs every filed plan by assets

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

$43,585,292 Top 13% higher than 87% 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

Sreb Retirement Plan 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. Sreb Retirement Plan sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 580566141 · Southern Regional Education Board PY 2022 · Other

Sreb Retirement Plan · $44M · 115 · 87th

  • ASSETS $44M
  • ASSETS 115
  • ASSETS 87th
  • ASSETS Other
  • ASSETS near Tiaa Cref Retirement Plan for Hamden Hall Country Day School
  • ASSETS ind #3040

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 →

Sreb Retirement Plan in the asset neighbourhood

San Francisco University High School Defined Contribution Retirement PlanSan Francisco University Hig…$44MCatlin Gabel School Retirement PlanCatlin Gabel School Retireme…$44MSreb Retirement Plan$44MTiaa Cref Retirement Plan for Hamden Hall Country Day SchoolTiaa Cref Retirement Plan fo…$44MThe Episcopal Academy 403(b) Defined Contribution Retirement PlanThe Episcopal Academy 403(b)…$44M
End-of-year total assets ($M) among Sreb Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$44M
Net Income-$6M
Employer EIN580566141
Plan Effective Date1956-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Regional Education Board)

Sponsor-wide plan assets over time

All Southern Regional Education Board plans reported in each filing year

Latest sponsor-wide plan assets
$51M 17.29172308860521% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $51.1M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 115 $44M
2023 1 110 $49M
2024 1 119 $51M

Nearby Other Plans in Georgia

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

Sreb Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Sreb Retirement Plan, Total assets ($B): 0.043585292 · Participants: 115Sreb Retirement PlanWellstar 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
Sreb Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Sreb Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT ($44M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.

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 Sreb Retirement Plan assets move in 2022?
Sreb Retirement Plan pulled back noticeably - down 12.8% during 2022, from $50M to $44M. Reported net income was -$6M.
How have Southern Regional Education Board plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Regional Education Board's sponsor-wide assets grew 17.3%, from $44M to $51M.
Where does Sreb Retirement Plan rank by assets among Form 5500 filers?
Sreb Retirement Plan ranks in the 87th 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 Sreb Retirement Plan?
Among Other plans in other states, the closest by assets is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT ($44M, 151 participants).
Which Other plans cover a similar participant headcount to Sreb Retirement Plan?
Among Other plans in other states, the closest by covered participants is Old Salem, Inc. Retirement Plan in NC (115 participants, $8M in assets).