Other · DOL Form 5500 · 2022

Atlanta Legal Aid Society, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
118
Participants Small participant base
72nd
Percentile by assets National rank
$125,624
Avg per participant Near avg balance/head
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Official DOL plan name: Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · Sponsored by Atlanta Legal Aid Society, Inc. · Georgia · Professional & Technical Services

$15M in assets, 118 participants

Atlanta Legal Aid Society, Inc.'s Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported $15M in total assets and 118 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.

  • #15,504 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) covers 118 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#15,504
in Professional & Technical Services (21,562 peers)
-10.8%
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.

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s outsized position by total assets

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) vs every filed plan by assets

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

$14,823,608 Top 28% higher than 72% 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

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) 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. Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) sits mid-pack in the medium band (118 participants).

Published 5500 schedule card

Filing strip 580568691 · Atlanta Legal Aid Society, Inc. PY 2022 · Other

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · $15M · 118 · 72nd

  • PCT $15M
  • EIN 118
  • RANK 72nd
  • PHOTO Other
  • IND near Winterthur Employee Retirement Plan
  • EOY ind #15504

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) in the asset neighbourhood

403(b) Thrift Plan of Lutheran Social Ministries of Maryland, Inc.403(b) Thrift Plan of Luther…$15M403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.403(b) Thrift Plan for Goodw…$15MEvara Health Retirement Plan$15MAtlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)Atlanta Legal Aid Society 40…$15MWinterthur Employee Retirement PlanWinterthur Employee Retireme…$15M
End-of-year total assets ($M) among Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN580568691
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Legal Aid Society, Inc.)

Sponsor-wide plan assets over time

All Atlanta Legal Aid Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.60923440501125% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.5M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 128 $17M
2024 1 115 $20M

Nearby Other Plans in Georgia

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

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity), Total assets ($B): 0.014823608 · Participants: 118Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)Wellstar 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
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) vs. nearby Other plans in Georgia, assets vs. participants

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Winterthur Employee Retirement Plan in DE ($15M); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) assets move in 2022?
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) pulled back noticeably - down 10.8% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Atlanta Legal Aid Society, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Atlanta Legal Aid Society, Inc.'s sponsor-wide assets grew 31.6%, from $15M to $20M.
Which Other plans are similar in size to Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)?
Among Other plans in other states, the closest by assets is Winterthur Employee Retirement Plan in DE ($15M, 266 participants).
Which Other plans cover a similar participant headcount to Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)?
Among Other plans in other states, the closest by covered participants is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants, $2M in assets).