ESOP · DOL Form 5500 · 2023

Georgia Theatre Company - II ESOP

Data updated 2026-08-11

$5M
Total assets
124
Participants
44th
Percentile by assets
$40,109
Avg per participant
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Official DOL plan name: Georgia Theatre Company Employee Stock Ownership Plan · Sponsored by Georgia Theatre Company - II · Georgia · Information & Media

$5M in assets, 124 participants

Georgia Theatre Company - II's Georgia Theatre Company Employee Stock Ownership Plan reported $5M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 127,072 plans)
  • #792 in Information & Media (2,818 peers)

Coverage in Georgia

Georgia Theatre Company Employee Stock Ownership Plan covers 124 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

$5M
total plan assets (2023 EOY)
124
covered participants
44th
percentile by assets (of 127,072 plans)
$40,109
avg assets per participant

The plan reported a net loss of $935K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Georgia Theatre Company Employee Stock Ownership Plan sits by total assets

Georgia Theatre Company Employee Stock Ownership Plan vs every filed plan by assets

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

$4,973,561 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgia Theatre Company Employee Stock Ownership Plan reported net income fell from $186K in the plan year 2022 filing to -$935K in the plan year 2023 filing.
  • Georgia Theatre Company Employee Stock Ownership Plan reported participants rose from 103 in the plan year 2022 filing to 124 in the plan year 2023 filing.
  • Georgia Theatre Company Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Georgia Theatre Company Employee Stock Ownership Plan reports 124 participants - about 11% of that state average ($5M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$935K
Employer EIN581942783
Plan Effective Date2018-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia Theatre Company - II)

$4M$6M$8M$10M$12M 202220232024 $5.96M $10.7M ▲ +78.9%
Total plan assets by year, all Georgia Theatre Company - II plans on file
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 124 $5M
2024 1 140 $11M

Nearby ESOP Plans in Georgia

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

Georgia Theatre Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Georgia Theatre Comp…, Total assets ($M): 4.973561 · Participants: 124Georgia Theatre Comp…Warehouse Home Furni…, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furni…Choate Construction …, Total assets ($M): 407.968435 · Participants: 454Choate Construction …Brent Scarbrough & C…, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & C…Aubrey Silvey Enterp…, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterp…Dixie Plywood and Lu…, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lu…
Georgia Theatre Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Georgia Theatre Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Georgia Theatre Company Employee Stock Ownership Plan assets move in 2023?
Georgia Theatre Company Employee Stock Ownership Plan declined sharply - down 16.6% during 2023, from $6M to $5M. Reported net income was -$935K.
How have Georgia Theatre Company - II plan assets changed over time?
Across 3 plan years on file (2022-2024), Georgia Theatre Company - II's sponsor-wide assets grew 78.8%, from $6M to $11M.
Which ESOP plans are similar in size to Georgia Theatre Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Modern Electric Co. Employee Stock Ownership Plan in WY ($5M, 50 participants).

Next read for Georgia Theatre Company Employee Stock O…

Filing takeaways

Ways to act on Georgia Theatre Company Employee Stock Ownership Plan's numbers.