Profit Sharing · DOL Form 5500 · 2023

Philatelics & Numismatics of Georgia, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Psp of Philatelics & Numismatics of Georgia · Sponsored by Philatelics & Numismatics of Georgia, Inc. · Georgia · Wholesale Trade

$6M in assets, 2 participants

Philatelics & Numismatics of Georgia, Inc.'s Psp of Philatelics & Numismatics of Georgia reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,445 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Psp of Philatelics & Numismatics of Georgia holds $6M for 2 participants - about $3.2M per participant, in the lower half of filed plans by assets.

#2,445
in Wholesale Trade (6,309 peers)
+2.8%
assets growth YoY

Psp of Philatelics & Numismatics of Georgia's mid-pack asset rank among Wholesale Trade and all filers

Psp of Philatelics & Numismatics of Georgia vs every filed plan by assets

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

$6,424,546 49th percentile higher than 49% 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

Psp of Philatelics & Numismatics of Georgia among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Psp of Philatelics & Numismatics of Georgia is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Psp of Philatelics & Numismatics of Georgia reported net income rose from -$37K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • Psp of Philatelics & Numismatics of Georgia end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581310080 · Philatelics & Numismatics of Georgia, Inc. PY 2023 · Profit Sharing

Psp of Philatelics & Numismatics of Georgia · $6M · 2 · 49th

  • SCH $6M
  • EBSA 2
  • PART 49th
  • TYPE Profit Sharing
  • NET near Kari Corporation Profit Sharing Plan
  • BOOK ind #2445

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 Wholesale Trade retirement plans → · Plans in Georgia →

Psp of Philatelics & Numismatics of Georgia in the asset neighbourhood

Kari Corporation Profit Sharing PlanKari Corporation Profit Shar…$6MWilliams & Williams Retirement PlanWilliams & Williams Retireme…$6MStudies Weekly 401(k) Plan$6MPsp of Philatelics & Numismatics of GeorgiaPsp of Philatelics & Numisma…$6MThe Center Retirement Plan$6M
End-of-year total assets ($M) among Psp of Philatelics & Numismatics of Georgia and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$172K
Employer EIN581310080
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Philatelics & Numismatics of Georgia, Inc.)

Sponsor-wide plan assets over time

All Philatelics & Numismatics of Georgia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.915567197919729% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M 202220232024 $6.25M $6.75M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $6M
2024 1 1 $7M

Nearby Profit Sharing Plans in Georgia

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

Psp of Philatelics & Numismatics of Georgia vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Psp of Philatelics & Numismatics of Georgia, Total assets ($B): 0.006424546 · Participants: 2Psp of Philatelics & Numismatics of GeorgiaEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Psp of Philatelics & Numismatics of Georgia vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Psp of Philatelics & Numismatics of Georgia side-by-side with 3 peers →

Psp of Philatelics & Numismatics of Georgia's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Kari Corporation Profit Sharing Plan in MD ($6M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Psp of Philatelics & Numismatics of Georgia assets move in 2023? ▼
Psp of Philatelics & Numismatics of Georgia edged up modestly - up 2.8% during 2023, from $6M to $6M. Reported net income was $172K.
How have Philatelics & Numismatics of Georgia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philatelics & Numismatics of Georgia, Inc.'s sponsor-wide assets grew 7.9%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Psp of Philatelics & Numismatics of Georgia? ▼
Among Profit Sharing plans in other states, the closest by assets is Kari Corporation Profit Sharing Plan in MD ($6M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Psp of Philatelics & Numismatics of Georgia? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 581310080.

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.