Other · DOL Form 5500 · 2022

Whitefield Academy Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
134
Participants Small participant base
65th
Percentile by assets National rank
$75,941
Avg per participant Below avg balance/head
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Official DOL plan name: Whitefield Academy 403(b) Plan · Sponsored by Whitefield Academy · Georgia · Educational Services

$10M in assets, 134 participants

Whitefield Academy's Whitefield Academy 403(b) Plan reported $10M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,927 in Educational Services (4,024 peers)

Coverage in Georgia

Whitefield Academy 403(b) Plan covers 134 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#1,927
in Educational Services (4,024 peers)
-11.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitefield Academy 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Whitefield Academy 403(b) Plan vs every filed plan by assets

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

$10,176,107 Top 35% higher than 65% 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

Whitefield Academy 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. Whitefield Academy 403(b) Plan sits mid-pack in the medium band (134 participants).

Form 5500 schedule snapshot

Filing strip 581224983 · Whitefield Academy PY 2022 · Other

Whitefield Academy 403(b) Plan · $10M · 134 · 65th

  • EIN $10M
  • RANK 134
  • PHOTO 65th
  • IND Other
  • EOY near 403(b) Thrift Plan of Accord
  • 5500 ind #1927

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 →

Whitefield Academy 403(b) Plan in the asset neighbourhood

South Peninsula Hospital 403(b) Plan for Non-Union EmployeesSouth Peninsula Hospital 403…$10MWhitefield Academy 403(b) PlanWhitefield Academy 403(b) Pl…$10M403(b) Thrift Plan of Accord$10MInstituto Familiar De La Raza Section 403(b) PlanInstituto Familiar De La Raz…$10MUniversity Clinical Health 403(b) PlanUniversity Clinical Health 4…$10M
End-of-year total assets ($M) among Whitefield Academy 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN581224983
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitefield Academy)

Sponsor-wide plan assets over time

All Whitefield Academy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.1336588736734% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $14.2M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 134 $10M
2023 1 147 $12M
2024 1 158 $14M

Nearby Other Plans in Georgia

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

Whitefield Academy 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 ($B) Participants Whitefield Academy 403(b) Plan, Total assets ($B): 0.010176107 · Participants: 134Whitefield Academy 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
Whitefield Academy 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Whitefield Academy 403(b) Plan side-by-side with 3 peers →

Whitefield Academy 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is 403(b) Thrift Plan of Accord in MN ($10M); by covered participants it is University of Western States 403(b) Plan in OR (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Whitefield Academy 403(b) Plan assets move in 2022? ▼
Whitefield Academy 403(b) Plan pulled back noticeably - down 11.3% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Whitefield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitefield Academy's sponsor-wide assets grew 39.1%, from $10M to $14M.
Which Other plans are similar in size to Whitefield Academy 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Accord in MN ($10M, 194 participants).
Which Other plans cover a similar participant headcount to Whitefield Academy 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (134 participants, $34M 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 581224983.

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.