Other · DOL Form 5500 · 2022

Foundation for Atlanta Veterans Education and Research, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
65
Participants Small participant base
66th
Percentile by assets National rank
$159,383
Avg per participant Above avg balance/head
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Official DOL plan name: Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan · Sponsored by Foundation for Atlanta Veterans Education and Research, Inc. · Georgia · Professional & Technical Services

$10M in assets, 65 participants

Foundation for Atlanta Veterans Education and Research, Inc.'s Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan reported $10M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,898 in Professional & Technical Services (21,562 peers)

Foundation for Atlanta Veterans Education and Research, Inc. multi-year trail

Foundation for Atlanta Veterans Education and Research, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan at $10M / 65 participants.

#13,898
in Professional & Technical Services (21,562 peers)
+5.7%
assets growth YoY

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan vs every filed plan by assets

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

$10,359,873 Top 34% higher than 66% 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

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan is a small filing (65 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 581857346 · Foundation for Atlanta Veterans Education and Research, Inc. PY 2022 · Other

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan · $10M · 65 · 66th

  • BOY $10M
  • SCH 65
  • EBSA 66th
  • PART Other
  • TYPE near Callen-Lorde Community Health Center 403(b) Plan
  • NET ind #13898

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan in the asset neighbourhood

Relay Resources 403(b) Retirement PlanRelay Resources 403(b) Retir…$10MFoundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension PlanFoundation for Atlanta Veter…$10MCallen-Lorde Community Health Center 403(b) PlanCallen-Lorde Community Healt…$10MPjcc Retirement Plan$10MThe Henry L. Stimson Center 403(b) DC PlanThe Henry L. Stimson Center …$10M
End-of-year total assets ($M) among Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Foundation for Atlanta Veterans Education and Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Foundation for Atlanta Veterans Education and Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.647826956952079% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.4M $12M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 56 $12M
2024 1 47 $12M

Foundation for Atlanta Veterans Education and Research, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$559K
Employer EIN581857346
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan, Total assets ($B): 0.010359873 · Participants: 65Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension PlanWellstar 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
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan vs. nearby Other plans in Georgia, assets vs. participants

Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Callen-Lorde Community Health Center 403(b) Plan in NY ($10M); by covered participants it is Life Adjustment Center, Inc. Tax Deferred Annuity in NY (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan assets move in 2022?
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan grew at a solid clip - up 5.7% during 2022, from $10M to $10M. Reported net income was $559K.
How have Foundation for Atlanta Veterans Education and Research, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Foundation for Atlanta Veterans Education and Research, Inc.'s sponsor-wide assets grew 15.6%, from $10M to $12M.
Which Other plans are similar in size to Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan?
Among Other plans in other states, the closest by assets is Callen-Lorde Community Health Center 403(b) Plan in NY ($10M, 386 participants).
Which Other plans cover a similar participant headcount to Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan?
Among Other plans in other states, the closest by covered participants is Life Adjustment Center, Inc. Tax Deferred Annuity in NY (65 participants, $6M in assets).