Other · DOL Form 5500 · 2022

Annandale at Suwanee, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
141
Participants Small participant base
43rd
Percentile by assets National rank
$24,539
Avg per participant Low balance/head
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Official DOL plan name: Annandale at Suwanee, Inc. 403(b) Plan · Sponsored by Annandale at Suwanee, Inc. · Georgia · Healthcare & Social Assistance

$3M in assets, 141 participants

Annandale at Suwanee, Inc.'s Annandale at Suwanee, Inc. 403(b) Plan reported $3M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,526 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Annandale at Suwanee, Inc. 403(b) Plan covers 141 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#9,526
in Healthcare & Social Assistance (20,060 peers)
-3.2%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annandale at Suwanee, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Annandale at Suwanee, Inc. 403(b) Plan vs every filed plan by assets

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

$3,460,052 43rd percentile higher than 43% 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

Annandale at Suwanee, Inc. 403(b) 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. Annandale at Suwanee, Inc. 403(b) Plan sits mid-pack in the medium band (141 participants).

Published 5500 schedule card

Filing strip 586081470 · Annandale at Suwanee, Inc. PY 2022 · Other

Annandale at Suwanee, Inc. 403(b) Plan · $3M · 141 · 43rd

  • BOY $3M
  • SCH 141
  • EBSA 43rd
  • PART Other
  • TYPE near Anita Borg Institute 403(b) Plan
  • NET ind #9526

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Annandale at Suwanee, Inc. 403(b) Plan in the asset neighbourhood

Annandale at Suwanee, Inc. 403(b) PlanAnnandale at Suwanee, Inc. 4…$3MAnita Borg Institute 403(b) PlanAnita Borg Institute 403(b) …$3MBronx Parent Housing Network 403(b) PlanBronx Parent Housing Network…$3M403(b) Thrift Plan of Info Line of San Diego County403(b) Thrift Plan of Info L…$3MOutward Bound USA 403(b) DC PlanOutward Bound USA 403(b) DC …$3M
End-of-year total assets ($M) among Annandale at Suwanee, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$113K
Employer EIN586081470
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annandale at Suwanee, Inc.)

Sponsor-wide plan assets over time

All Annandale at Suwanee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.79544584879071% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.46M $4.63M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 141 $3M
2023 1 150 $4M
2024 1 171 $5M

Nearby Other Plans in Georgia

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

Annandale at Suwanee, Inc. 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Annandale at Suwanee, Inc. 403(b) Plan, Total assets ($B): 0.003460052 · Participants: 141Annandale at Suwanee, Inc. 403(b) 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
Annandale at Suwanee, Inc. 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Annandale at Suwanee, Inc. 403(b) Plan side-by-side with 3 peers →

Annandale at Suwanee, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Anita Borg Institute 403(b) Plan in CA ($3M); by covered participants it is William Penn University 403(b) DC Plan in IA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Annandale at Suwanee, Inc. 403(b) Plan assets move in 2022? ▼
Annandale at Suwanee, Inc. 403(b) Plan edged down modestly - down 3.2% during 2022, from $4M to $3M. Reported net income was -$113K.
How have Annandale at Suwanee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annandale at Suwanee, Inc.'s sponsor-wide assets grew 33.8%, from $3M to $5M.
Which Other plans are similar in size to Annandale at Suwanee, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Anita Borg Institute 403(b) Plan in CA ($3M, 72 participants).
Which Other plans cover a similar participant headcount to Annandale at Suwanee, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is William Penn University 403(b) DC Plan in IA (141 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 586081470.

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.