Other · DOL Form 5500 · 2023

Wesleyan School, Inc. Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
234
Participants Below avg headcount
86th
Percentile by assets National rank
$217,748
Avg per participant Above avg balance/head
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Official DOL plan name: Wesleyan School Retirement Plan · Sponsored by Wesleyan School, Inc. · Georgia · Educational Services

$51M in assets, 234 participants

Wesleyan School, Inc.'s Wesleyan School Retirement Plan reported $51M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,780 in Educational Services (3,735 peers)

Coverage in Georgia

Wesleyan School Retirement Plan covers 234 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $51M.

#2,780
in Educational Services (3,735 peers)
+18.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wesleyan School Retirement Plan's outsized position by total assets

Wesleyan School Retirement Plan vs every filed plan by assets

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

$50,953,117 Top 14% higher than 86% 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

Wesleyan School 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. Wesleyan School Retirement Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesleyan School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wesleyan School Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Wesleyan School Retirement Plan reported participants rose from 220 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582147411 · Wesleyan School, Inc. PY 2023 · Other

Wesleyan School Retirement Plan · $51M · 234 · 86th

  • EOY $51M
  • EOY 234
  • EOY 86th
  • EOY Other
  • EOY near Cushing Academy Defined Contribution Retirement Plan
  • EOY ind #2780

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 →

Wesleyan School Retirement Plan in the asset neighbourhood

Porter-Gaud School Defined Contribution Retirement PlanPorter-Gaud School Defined C…$51MAscd Defined Contribution PlanAscd Defined Contribution Pl…$51MNational Church Residences 403(b) Savings PlanNational Church Residences 4…$51MCushing Academy Defined Contribution Retirement PlanCushing Academy Defined Cont…$51MWesleyan School Retirement PlanWesleyan School Retirement P…$51M
End-of-year total assets ($M) among Wesleyan School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$51M
Net Income$8M
Employer EIN582147411
Plan Effective Date1996-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesleyan School, Inc.)

Sponsor-wide plan assets over time

All Wesleyan School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 36.21046875688697% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $43.2M $58.8M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 220 $43M
2023 1 234 $51M
2024 1 236 $59M

Nearby Other Plans in Georgia

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

Wesleyan School 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 ($B) Participants Wesleyan School Retirement Plan, Total assets ($B): 0.050953117 · Participants: 234Wesleyan School 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
Wesleyan School Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Wesleyan School Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Other by assets is Cushing Academy Defined Contribution Retirement Plan in MA ($51M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Wesleyan School Retirement Plan assets move in 2023? ▼
Wesleyan School Retirement Plan grew sharply - up 18.1% during 2023, from $43M to $51M. Reported net income was $8M.
How have Wesleyan School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesleyan School, Inc.'s sponsor-wide assets grew 36.2%, from $43M to $59M.
Where does Wesleyan School Retirement Plan rank by assets among Form 5500 filers? ▼
Wesleyan School Retirement Plan ranks in the 86th 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 Wesleyan School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cushing Academy Defined Contribution Retirement Plan in MA ($51M, 201 participants).
Which Other plans cover a similar participant headcount to Wesleyan School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants, $99M 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 582147411.

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.