Other · DOL Form 5500 · 2022
Wesleyan School, Inc. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 220
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $196,146
- Avg per participant Above avg balance/head
Official DOL plan name: Wesleyan School Retirement Plan · Sponsored by Wesleyan School, Inc. · Georgia · Educational Services
$43M in assets, 220 participants
Wesleyan School, Inc.'s Wesleyan School Retirement Plan reported $43M in total assets and 220 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.
- #3,033 in Educational Services (4,024 peers)
Coverage in Georgia
Wesleyan School Retirement Plan covers 220 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $43M.
- #3,033
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wesleyan School Retirement Plan's outsized position by total assets
Wesleyan School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,152,134 Top 13% higher than 87% 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
Wesleyan School 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. Wesleyan School Retirement Plan sits mid-pack in the medium band (220 participants).
DOL schedule card
Filing strip 582147411 · Wesleyan School, Inc. PY 2022 · Other
Wesleyan School Retirement Plan · $43M · 220 · 87th
- PART $43M
- TYPE 220
- NET 87th
- BOOK Other
- VS-ST near New York Community Trust Group Tax Deferred Annuity
- BOY ind #3033
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 →
Wesleyan School Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$8M |
| Employer EIN | 582147411 |
| Plan Effective Date | 1996-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesleyan School, Inc.)
Sponsor-wide plan assets over time
All Wesleyan School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 36.21046875688697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $43M |
| 2023 | 1 | 234 | $51M |
| 2024 | 1 | 236 | $59M |
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
Wesleyan School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is New York Community Trust Group Tax Deferred Annuity in NY ($43M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- New York Community Trust Group Tax Deferred Annuity (NY) $43M · 69
- Action for Boston Community Development Tax-Sheltered Annuity Plan (MA) $43M · 792
- 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. (MA) $43M · 188
- Alice Peck Day Memorial Hospital 403(b) Retirement Plan (NH) $43M · 557
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 220 · 0 off
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Upac 403b Plan (CA) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.