Other · DOL Form 5500 · 2022

Atlanta Historical Society, Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
105
Participants Small participant base
46th
Percentile by assets National rank
$37,879
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Atlanta Historical Society, Inc. Tax Sheltered Annuity · Sponsored by Atlanta Historical Society, Inc · Georgia · Arts, Entertainment & Recreation

$4M in assets, 105 participants

Atlanta Historical Society, Inc's Atlanta Historical Society, Inc. Tax Sheltered Annuity reported $4M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,957 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Georgia

Atlanta Historical Society, Inc. Tax Sheltered Annuity covers 105 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#1,957
in Arts, Entertainment & Recreation (3,077 peers)
-10.4%
assets change YoY

The plan reported a net loss of $459K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atlanta Historical Society, Inc. Tax Sheltered Annuity's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Atlanta Historical Society, Inc. Tax Sheltered Annuity vs every filed plan by assets

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

$3,977,325 46th percentile higher than 46% 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 Historical Society, 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 Historical Society, Inc. Tax Sheltered Annuity sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 580566162 · Atlanta Historical Society, Inc PY 2022 · Other

Atlanta Historical Society, Inc. Tax Sheltered Annuity · $4M · 105 · 46th

  • NET $4M
  • NET 105
  • NET 46th
  • NET Other
  • NET near Brilla College Prep 403(b) Retirement Plan
  • NET ind #1957

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Atlanta Historical Society, Inc. Tax Sheltered Annuity in the asset neighbourhood

Westminster Village North Inc. 403b Savings PlanWestminster Village North In…$4MAtlanta Historical Society, Inc. Tax Sheltered AnnuityAtlanta Historical Society, …$4MBrilla College Prep 403(b) Retirement PlanBrilla College Prep 403(b) R…$4MTax Deferred Annuity Plan of Northeast Community Center for Behavioral HealthTax Deferred Annuity Plan of…$4MFort Bend Christian Academy 403b PlanFort Bend Christian Academy …$4M
End-of-year total assets ($M) among Atlanta Historical Society, Inc. Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$459K
Employer EIN580566162
Plan Effective Date1999-02-05
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Atlanta Historical Society, 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 ($B) Participants Atlanta Historical Society, Inc. Tax Sheltered Annuity, Total assets ($B): 0.003977325 · Participants: 105Atlanta Historical Society, Inc. Tax Sheltered AnnuityWellstar 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 Historical Society, Inc. Tax Sheltered Annuity vs. nearby Other plans in Georgia, assets vs. participants
Compare Atlanta Historical Society, Inc. Tax Sheltered Annuity side-by-side with 3 peers →

Atlanta Historical Society, Inc. Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Brilla College Prep 403(b) Retirement Plan in NY ($4M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Historical Society, Inc. Tax Sheltered Annuity assets move in 2022? ▼
Atlanta Historical Society, Inc. Tax Sheltered Annuity pulled back noticeably - down 10.4% during 2022, from $4M to $4M. Reported net income was -$459K.
Which Other plans are similar in size to Atlanta Historical Society, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Brilla College Prep 403(b) Retirement Plan in NY ($4M, 192 participants).
Which Other plans cover a similar participant headcount to Atlanta Historical Society, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants, $7M 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 580566162.

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.