Other · DOL Form 5500 · 2022
The Alfred & Adele Davis Academy Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $146,780
- Avg per participant Above avg balance/head
Official DOL plan name: The Alfred & Adele Davis Academy, Inc. DC Plan · Sponsored by The Alfred & Adele Davis Academy · Georgia · Educational Services
$15M in assets, 100 participants
The Alfred & Adele Davis Academy's The Alfred & Adele Davis Academy, Inc. DC Plan reported $15M in total assets and 100 participants in its 2022 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.
- #2,195 in Educational Services (4,024 peers)
Coverage in Georgia
The Alfred & Adele Davis Academy, Inc. DC Plan covers 100 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.
- #2,195
- in Educational Services (4,024 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Alfred & Adele Davis Academy, Inc. DC Plan's outsized position by total assets
The Alfred & Adele Davis Academy, Inc. DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,677,986 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Alfred & Adele Davis Academy, Inc. DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Alfred & Adele Davis Academy, Inc. DC Plan is a small filing (100 participants) on this national headcount ladder.
DOL schedule card
Filing strip 581970181 · The Alfred & Adele Davis Academy PY 2022 · Other
The Alfred & Adele Davis Academy, Inc. DC Plan · $15M · 100 · 72nd
- VS-ST $15M
- VS-ST 100
- VS-ST 72nd
- VS-ST Other
- VS-ST near Feed the Children Retirement Plan
- VS-ST ind #2195
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 →
The Alfred & Adele Davis Academy, Inc. DC Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 581970181 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alfred & Adele Davis Academy)
Sponsor-wide plan assets over time
All The Alfred & Adele Davis Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 28.974506447955463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $15M |
| 2023 | 1 | 106 | $17M |
| 2024 | 1 | 89 | $19M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
The Alfred & Adele Davis Academy, Inc. DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Feed the Children Retirement Plan in OK ($15M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) 100 · 0 off
- Defiance College DC Retirement Plan (OH) 100 · 0 off
- Metropolitan College of New York 403(b) DC Plan (NY) 100 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 100 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.