Other · DOL Form 5500 · 2023

Macon East Academy Retirement Plan

Data updated 2026-08-25

$302K
Total assets Small plan by assets
34
Participants Small participant base
14th
Percentile by assets National rank
$8,883
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Macon East Academy Tax Sheltered 403(b) Plan · Sponsored by Macon East Academy · Alabama · Educational Services

$302K in assets, 34 participants

Macon East Academy's Macon East Academy Tax Sheltered 403(b) Plan reported $302K in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #385 in Educational Services (3,735 peers)

What the 2023 filing shows

Macon East Academy Tax Sheltered 403(b) Plan holds $302K for 34 participants - about $8,883 per participant, among the smaller plans by assets on file.

#385
in Educational Services (3,735 peers)
+4.4%
assets growth YoY

Macon East Academy Tax Sheltered 403(b) Plan among the smaller filed plans by assets

Macon East Academy Tax Sheltered 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$302,018 14th percentile higher than 14% of 127,068 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 2023

Macon East Academy Tax Sheltered 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macon East Academy Tax Sheltered 403(b) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macon East Academy Tax Sheltered 403(b) Plan reported net income rose from -$27K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Macon East Academy Tax Sheltered 403(b) Plan end-of-year assets rose from $289K in the plan year 2022 filing to $302K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630588643 · Macon East Academy PY 2023 · Other

Macon East Academy Tax Sheltered 403(b) Plan · $302K · 34 · 14th

  • EBSA $302K
  • EBSA 34
  • EBSA 14th
  • EBSA Other
  • EBSA near Ap/M 401(k) Plan
  • EBSA ind #385

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 Alabama →

Macon East Academy Tax Sheltered 403(b) Plan in the asset neighbourhood

Unified Telecom Inc 401(k) TrustUnified Telecom Inc 401(k) T…$306KEdith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$307KMacon East Academy Tax Sheltered 403(b) PlanMacon East Academy Tax Shelt…$302KAp/M 401(k) Plan$300KMichigan Roundtable for Diversity and InclusionMichigan Roundtable for Dive…$298K
End-of-year total assets ($M) among Macon East Academy Tax Sheltered 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$289K
Net Assets (End of Year)$302K
Net Income$13K
Employer EIN630588643
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macon East Academy)

Sponsor-wide plan assets over time

All Macon East Academy plans reported in each filing year

Latest sponsor-wide plan assets
$312K 7.957527582522829% vs 2022
2024 filing year
$0.28M$0.29M$0.3M$0.31M$0.32M 202220232024 $0.29M $0.31M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 34 $289K
2023 1 34 $302K
2024 1 35 $312K

Nearby Other Plans in Alabama

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

Macon East Academy Tax Sheltered 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Macon East Academy Tax Sheltered 403(b) Plan, Total assets ($B): 0.000302018 · Participants: 34Macon East Academy Tax Sheltered 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Macon East Academy Tax Sheltered 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Macon East Academy Tax Sheltered 403(b) Plan side-by-side with 3 peers →

Macon East Academy Tax Sheltered 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Ap/M 401(k) Plan in IA ($300K); by covered participants it is Alliance Health Management Services, LLC 403(b) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($302K here).

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Macon East Academy Tax Sheltered 403(b) Plan assets move in 2023? ▼
Macon East Academy Tax Sheltered 403(b) Plan edged up modestly - up 4.4% during 2023, from $289K to $302K. Reported net income was $13K.
How have Macon East Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macon East Academy's sponsor-wide assets grew 8.0%, from $289K to $312K.
Where does Macon East Academy Tax Sheltered 403(b) Plan rank by assets among Form 5500 filers? ▼
Macon East Academy Tax Sheltered 403(b) Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Macon East Academy Tax Sheltered 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Ap/M 401(k) Plan in IA ($300K, 1 participant).
Which Other plans cover a similar participant headcount to Macon East Academy Tax Sheltered 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance Health Management Services, LLC 403(b) Plan in MA (34 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630588643.

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.