Other · DOL Form 5500 · 2022
The Lovett School, Inc. Retirement Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 637
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $161,857
- Avg per participant Above avg balance/head
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.
- #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.
- #3,518
- in Educational Services (4,024 peers)
- -13.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
The Lovett School Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Lovett 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. The Lovett School Retirement Plan sits mid-pack in the medium band (637 participants).
Published 5500 schedule card
Filing strip 580619038 · The Lovett School, Inc. PY 2022 · Other
The Lovett School Retirement Plan · $103M · 637 · 93rd
- ASSETS $103M
- ASSETS 637
- ASSETS 93rd
- ASSETS Other
- ASSETS near Southwestern University Regular Retirement Plan for All Employees
- ASSETS ind #3518
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 Lovett School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$17M |
| Employer EIN | 580619038 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lovett School, Inc.)
Sponsor-wide plan assets over time
All The Lovett School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 21.90288091350177% vs 2022
- 2024 filing year
| 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.
- 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 Lovett School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Southwestern University Regular Retirement Plan for All Employees in TX ($103M); by covered participants it is Environmental Defense Retirement Savings Plan in NY (636 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
Similar participant headcount
Nearest other-state filings by covered participants (637 participants); asset peers above are excluded.
- Environmental Defense Retirement Savings Plan (NY) 636 · 1 off
- Care Dimensions, Inc. 403(b) Plan (MA) 638 · 1 off
- Utica University Defined Contribution Retirement Plan (NY) 636 · 1 off
- Compass Health Retirement Plan (WA) 639 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.