401(k) · DOL Form 5500 · 2022

Augusta National, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
351
Participants Below avg headcount
86th
Percentile by assets National rank
$120,398
Avg per participant Near avg balance/head
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Official DOL plan name: Augusta National, Inc. Investment Savings Plan · Sponsored by Augusta National, Inc. · Georgia · Arts, Entertainment & Recreation

$42M in assets, 351 participants

Augusta National, Inc.'s Augusta National, Inc. Investment Savings Plan reported $42M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,835 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Georgia

Augusta National, Inc. Investment Savings Plan covers 351 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $42M.

#2,835
in Arts, Entertainment & Recreation (3,077 peers)
-10.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Augusta National, Inc. Investment Savings Plan's outsized position by total assets

Augusta National, Inc. Investment Savings Plan vs every filed plan by assets

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

$42,259,530 Top 14% higher than 86% 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

Augusta National, Inc. Investment Savings 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. Augusta National, Inc. Investment Savings Plan sits mid-pack in the medium band (351 participants).

DOL schedule card

Filing strip 580148990 · Augusta National, Inc. PY 2022 · 401(k)

Augusta National, Inc. Investment Savings Plan · $42M · 351 · 86th

  • BOOK $42M
  • BOOK 351
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Metawater Group Retirement Plan
  • BOOK ind #2835

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 →

Augusta National, Inc. Investment Savings Plan in the asset neighbourhood

Dexia Credit Local, New York Branch 401(k) PlanDexia Credit Local, New York…$42MAugusta National, Inc. Investment Savings PlanAugusta National, Inc. Inves…$42MMetawater Group Retirement PlanMetawater Group Retirement P…$42MMana Products, Inc. Profit Sharing PlanMana Products, Inc. Profit S…$42MCelldex Therapeutics, Inc. Employee Savings PlanCelldex Therapeutics, Inc. E…$42M
End-of-year total assets ($M) among Augusta National, Inc. Investment Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN580148990
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augusta National, Inc.)

Sponsor-wide plan assets over time

All Augusta National, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 24.618326320442492% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.8M $98.2M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 776 $79M
2023 2 790 $90M
2024 2 843 $98M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Augusta National, Inc. Investment Savings Plan, Total assets ($B): 0.04225953 · Participants: 351Augusta National, Inc. Investment Savings PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Augusta National, Inc. Investment Savings Plan side-by-side with 3 peers →

Augusta National, Inc. Investment Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Metawater Group Retirement Plan in IL ($42M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Augusta National, Inc. Investment Savings Plan assets move in 2022? ▼
Augusta National, Inc. Investment Savings Plan pulled back noticeably - down 10.7% during 2022, from $47M to $42M. Reported net income was -$5M.
How have Augusta National, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusta National, Inc.'s sponsor-wide assets grew 24.6%, from $79M to $98M.
Where does Augusta National, Inc. Investment Savings Plan rank by assets among Form 5500 filers? ▼
Augusta National, Inc. Investment Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metawater Group Retirement Plan in IL ($42M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natrol 401(k) Profit Sharing Plan in CA (351 participants, N/A 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 580148990.

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.