Defined Benefit (Pension) · DOL Form 5500 · 2022

Northeast Georgia Health System, Inc. Pension Plan

Data updated 2026-08-25

$307M
Total assets Above avg plan size
913
Participants Near avg headcount
97th
Percentile by assets National rank
$336,455
Avg per participant High balance/head
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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.

  • #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.

#19,501
in Healthcare & Social Assistance (20,060 peers)
-6.7%
assets change YoY
3.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs every filed plan by assets

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

$307,183,803 Top 3% higher than 97% 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

Northeast Georgia Health System, Inc. and Affiliated Companies Pension 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. Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits mid-pack in the medium band (913 participants).

Plan-year Form 5500 strip

Filing strip 581694090 · Northeast Georgia Health System, Inc. PY 2022 · Defined Benefit (Pension)

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · $307M · 913 · 97th

  • 5500 $307M
  • ASSETS 913
  • PCT 97th
  • EIN Defined Benefit (Pension)
  • RANK near Protective Life Corporation Pension Plan
  • PHOTO ind #19501

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan in the asset neighbourhood

The Albany Medical Center Retirement PlanThe Albany Medical Center Re…$308MHubbell Incorporated Retirement Plan for Salaried and Hourly EmployeesHubbell Incorporated Retirem…$307MNortheast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$307MProtective Life Corporation Pension PlanProtective Life Corporation …$307MAirconditioning and Refrigeration Industry Retirement Trust FundAirconditioning and Refriger…$307M
End-of-year total assets ($M) among Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$329M
Net Assets (End of Year)$307M
Net Income-$22M
Employer EIN581694090
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Georgia Health System, Inc.)

Sponsor-wide plan assets over time

All Northeast Georgia Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 34.943260289072406% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.86B $1.16B ▲ +34.9%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan, Total assets ($B): 0.307183803 · Participants: 913Northeast Georgia Health System, Inc. and Affiliated Companies Pension PlanUPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan side-by-side with 3 peers →

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Protective Life Corporation Pension Plan in AL ($307M); by covered participants it is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY (913 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (913 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 Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan assets move in 2022? ▼
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan pulled back noticeably - down 6.7% during 2022, from $329M to $307M. Reported net income was -$22M.
How have Northeast Georgia Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast Georgia Health System, Inc.'s sponsor-wide assets grew 34.9%, from $861M to $1.2B.
Where does Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan rank by assets among Form 5500 filers? ▼
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Protective Life Corporation Pension Plan in AL ($307M, 2,996 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY (913 participants, $161M 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 581694090.

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.