Other · DOL Form 5500 · 2023

Piedmont University Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
315
Participants Below avg headcount
84th
Percentile by assets National rank
$137,144
Avg per participant Near avg balance/head
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Official DOL plan name: Piedmont University Tax Deferred Retirement Annuity P · Sponsored by Piedmont University · Georgia · Educational Services

$43M in assets, 315 participants

Piedmont University's Piedmont University Tax Deferred Retirement Annuity P reported $43M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,665 in Educational Services (3,735 peers)

Coverage in Georgia

Piedmont University Tax Deferred Retirement Annuity P covers 315 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $43M.

#2,665
in Educational Services (3,735 peers)
+8.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Piedmont University Tax Deferred Retirement Annuity P's outsized position by total assets

Piedmont University Tax Deferred Retirement Annuity P vs every filed plan by assets

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

$43,200,338 Top 16% higher than 84% 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

Piedmont University Tax Deferred Retirement Annuity P 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. Piedmont University Tax Deferred Retirement Annuity P sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Piedmont University Tax Deferred Retirement Annuity P reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Piedmont University Tax Deferred Retirement Annuity P reported participants fell from 359 in the plan year 2022 filing to 315 in the plan year 2023 filing.
  • Piedmont University Tax Deferred Retirement Annuity P end-of-year assets rose from $40M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580566212 · Piedmont University PY 2023 · Other

Piedmont University Tax Deferred Retirement Annuity P · $43M · 315 · 84th

  • NET $43M
  • NET 315
  • NET 84th
  • NET Other
  • NET near Colorado Christian University 403(b) Retirement Plan
  • NET ind #2665

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 →

Piedmont University Tax Deferred Retirement Annuity P in the asset neighbourhood

Fort Worth Country Day School Defined Contribution Retirement PlanFort Worth Country Day Schoo…$43MPiedmont University Tax Deferred Retirement Annuity PPiedmont University Tax Defe…$43MColorado Christian University 403(b) Retirement PlanColorado Christian Universit…$43MCatawba College Retirement PlanCatawba College Retirement P…$43MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$43M
End-of-year total assets ($M) among Piedmont University Tax Deferred Retirement Annuity P and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN580566212
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piedmont University)

Sponsor-wide plan assets over time

All Piedmont University plans reported in each filing year

Latest sponsor-wide plan assets
$44M 10.684073089750857% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.9M $44.1M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 359 $40M
2023 1 315 $43M
2024 1 284 $44M

Nearby Other Plans in Georgia

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

Piedmont University Tax Deferred Retirement Annuity P vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Piedmont University Tax Deferred Retirement Annuity P, Total assets ($B): 0.043200338 · Participants: 315Piedmont University Tax Deferred Retirement Annuity PWellstar 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
Piedmont University Tax Deferred Retirement Annuity P vs. nearby Other plans in Georgia, assets vs. participants
Compare Piedmont University Tax Deferred Retirement Annuity P side-by-side with 3 peers →

Piedmont University Tax Deferred Retirement Annuity P's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Colorado Christian University 403(b) Retirement Plan in CO ($43M); by covered participants it is Crossing Rivers Health 403(b) Plan in WI (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Piedmont University Tax Deferred Retirement Annuity P assets move in 2023? ▼
Piedmont University Tax Deferred Retirement Annuity P grew at a solid clip - up 8.4% during 2023, from $40M to $43M. Reported net income was $3M.
How have Piedmont University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Piedmont University's sponsor-wide assets grew 10.7%, from $40M to $44M.
Where does Piedmont University Tax Deferred Retirement Annuity P rank by assets among Form 5500 filers? ▼
Piedmont University Tax Deferred Retirement Annuity P ranks in the 84th 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 Piedmont University Tax Deferred Retirement Annuity P? ▼
Among Other plans in other states, the closest by assets is Colorado Christian University 403(b) Retirement Plan in CO ($43M, 1,305 participants).
Which Other plans cover a similar participant headcount to Piedmont University Tax Deferred Retirement Annuity P? ▼
Among Other plans in other states, the closest by covered participants is Crossing Rivers Health 403(b) Plan in WI (315 participants, $44M 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 580566212.

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.