Other · DOL Form 5500 · 2022
George Walton Academy, Inc Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $116,396
- Avg per participant Below avg balance/head
Official DOL plan name: George Walton Academy 403(b) DC Plan · Sponsored by George Walton Academy, Inc · Georgia · Educational Services
$16M in assets, 141 participants
George Walton Academy, Inc's George Walton Academy 403(b) DC Plan reported $16M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,286 in Educational Services (4,024 peers)
Coverage in Georgia
George Walton Academy 403(b) DC Plan covers 141 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $16M.
- #2,286
- in Educational Services (4,024 peers)
- -17.6%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
George Walton Academy 403(b) DC Plan's outsized position by total assets
George Walton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,411,894 Top 26% higher than 74% 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
George Walton Academy 403(b) DC 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. George Walton Academy 403(b) DC Plan sits mid-pack in the medium band (141 participants).
Form 5500 schedule snapshot
Filing strip 581077042 · George Walton Academy, Inc PY 2022 · Other
George Walton Academy 403(b) DC Plan · $16M · 141 · 74th
- ASSETS $16M
- ASSETS 141
- ASSETS 74th
- ASSETS Other
- ASSETS near George Eastman Museum Retirement Plan
- ASSETS ind #2286
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 →
George Walton Academy 403(b) DC Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 581077042 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George Walton Academy, Inc)
Sponsor-wide plan assets over time
All George Walton Academy, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 14.8518263644647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $16M |
| 2023 | 1 | 166 | $18M |
| 2024 | 1 | 172 | $19M |
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
George Walton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is George Eastman Museum Retirement Plan in NY ($16M); by covered participants it is William Penn University 403(b) DC Plan in IA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- George Eastman Museum Retirement Plan (NY) $16M · 103
- Oslc & Odi 403b Plan (OR) $16M · 108
- Mounds Park Academy Retirement Plan (MN) $16M · 115
- Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan (OH) $16M · 103
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- William Penn University 403(b) DC Plan (IA) 141 · 0 off
- Frontier Community Services, Inc. 403(b) Plan (AK) 141 · 0 off
- Leslie Shankman School Corporation 403(b) Plan (IL) 141 · 0 off
- Winsor School 403b Plan (MA) 141 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.