Other · DOL Form 5500 · 2023

Southern Regional Education Board Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
110
Participants Small participant base
85th
Percentile by assets National rank
$442,441
Avg per participant High balance/head
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Official DOL plan name: Sreb Retirement Plan · Sponsored by Southern Regional Education Board · Georgia · Educational Services

$49M in assets, 110 participants

Southern Regional Education Board's Sreb Retirement Plan reported $49M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,751 in Educational Services (3,735 peers)

Coverage in Georgia

Sreb Retirement Plan covers 110 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $49M.

#2,751
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sreb Retirement Plan's outsized position by total assets

Sreb Retirement Plan vs every filed plan by assets

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

$48,668,491 Top 15% higher than 85% 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

Sreb Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sreb Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sreb Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sreb Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Sreb Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580566141 · Southern Regional Education Board PY 2023 · Other

Sreb Retirement Plan · $49M · 110 · 85th

  • 5500 $49M
  • ASSETS 110
  • PCT 85th
  • EIN Other
  • RANK near Burke Rehabilitation Hospital 403(b) Plan
  • PHOTO ind #2751

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 →

Sreb Retirement Plan in the asset neighbourhood

Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement PlanEmma Willard School Defined …$49MLegal Services Corporation 403b PlanLegal Services Corporation 4…$49MSreb Retirement Plan$49MBurke Rehabilitation Hospital 403(b) PlanBurke Rehabilitation Hospita…$49MShipley School Defined Contribution Retirement PlanShipley School Defined Contr…$49M
End-of-year total assets ($M) among Sreb Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN580566141
Plan Effective Date1956-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Regional Education Board)

Sponsor-wide plan assets over time

All Southern Regional Education Board plans reported in each filing year

Latest sponsor-wide plan assets
$51M 17.29172308860521% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $51.1M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 115 $44M
2023 1 110 $49M
2024 1 119 $51M

Nearby Other Plans in Georgia

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

Sreb Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Sreb Retirement Plan, Total assets ($B): 0.048668491 · Participants: 110Sreb Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Sreb Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Sreb Retirement Plan side-by-side with 3 peers →

Sreb Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Burke Rehabilitation Hospital 403(b) Plan in NY ($49M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Sreb Retirement Plan assets move in 2023? ▼
Sreb Retirement Plan grew at a solid clip - up 11.7% during 2023, from $44M to $49M. Reported net income was $5M.
How have Southern Regional Education Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Regional Education Board's sponsor-wide assets grew 17.3%, from $44M to $51M.
Where does Sreb Retirement Plan rank by assets among Form 5500 filers? ▼
Sreb Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sreb Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Burke Rehabilitation Hospital 403(b) Plan in NY ($49M, 1,285 participants).
Which Other plans cover a similar participant headcount to Sreb Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (110 participants, $12M 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 580566141.

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.