Other · DOL Form 5500 · 2022

The Lovett School, Inc. Retirement Plan

Data updated 2026-08-11

$103M
Total assets
637
Participants
93rd
Percentile by assets
$161,857
Avg per participant
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Official DOL plan name: The Lovett School Retirement Plan · Sponsored by The Lovett School, Inc. · Georgia · Educational Services

$103M in assets, 637 participants

The Lovett School, Inc.'s The Lovett School Retirement Plan reported $103M in total assets and 637 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #3,518 in Educational Services (4,024 peers)

Where The Lovett School Retirement Plan sits by assets

The Lovett School Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 637 participants (~$161,857/participant), down 13.8% in 2022.

$103M
total plan assets (2022 EOY)
637
covered participants
93rd
percentile by assets (of 139,126 plans)
$161,857
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Lovett School Retirement Plan sits by total assets

The Lovett School Retirement Plan vs every filed plan by assets

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

$103,102,679 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Georgia
Industry
Educational Services

The Lovett School Retirement Plan vs the 2022 asset distribution

By assets, The Lovett School Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$103M
Net Income-$17M
Employer EIN580619038
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lovett School, Inc.)

$100M$110M$120M$130M 202220232024 $103M $126M ▲ +21.9%
Total plan assets by year, all The Lovett School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 637 $103M
2023 1 658 $117M
2024 1 675 $126M

Nearby Other Plans in Georgia

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

The Lovett School Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants The Lovett School Re…, Total assets ($B): 0.103102679 · Participants: 637The Lovett School Re…Wellstar Health Syst…, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health Syst…Northside Hospital 4…, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 4…Childrens Healthcare…, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare…IBEW Local 613 Defin…, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defin…Mercer University De…, Total assets ($B): 0.453786357 · Participants: 1982Mercer University De…
The Lovett School Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare The Lovett School Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Lovett School Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Lovett School Retirement Plan assets move in 2022? ▼
The Lovett School Retirement Plan pulled back noticeably - down 13.8% during 2022, from $120M to $103M. Reported net income was -$17M.
How have The Lovett School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lovett School, Inc.'s sponsor-wide assets grew 21.9%, from $103M to $126M.
Where does The Lovett School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lovett School Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Lovett School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Southwestern University Regular Retirement Plan for All Employees in TX ($103M, 339 participants).

Next read for The Lovett School Retirement Plan

Scale reading

Ways to act on The Lovett School Retirement Plan's numbers.

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 580619038.

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.