Defined Benefit (Pension) · DOL Form 5500 · 2022
Northeast Georgia Health System, Inc. Pension Plan
Data updated 2026-08-11
- $307M
- Total assets
- 913
- Participants
- 97th
- Percentile by assets
- $336,455
- Avg per participant
Official DOL plan name: Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · Sponsored by Northeast Georgia Health System, Inc. · Georgia · Healthcare & Social Assistance
$307M in assets, 913 participants
Northeast Georgia Health System, Inc.'s Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported $307M in total assets and 913 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,501 in Healthcare & Social Assistance (20,060 peers)
Where Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits by assets
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits in the top 5% of all filed plans by assets, $307M for 913 participants (~$336,455/participant), down 6.7% in 2022.
- $307M
- total plan assets (2022 EOY)
- 913
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $336,455
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs the 2022 asset distribution
By assets, Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | -$22M |
| Employer EIN | 581694090 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Georgia Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,207 | $861M |
| 2023 | 2 | 10,881 | $1.0B |
| 2024 | 2 | 11,803 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
- UPS Retirement Plan $22.0B · 52,821
- The Southern Company Pension Plan $14.8B · 25,663
- UPS/Ibt Full-Time Employee Pension Plan $11.9B · 68,592
- UPS Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's numbers.
- By total assets, Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
- Northeast Georgia Health System, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans