Other · DOL Form 5500 · 2023

Wesleyan School, Inc. Retirement Plan

Data updated 2026-08-11

$51M
Total assets
234
Participants
86th
Percentile by assets
$217,748
Avg per participant
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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.

  • 86th percentile by assets (of 127,072 plans)
  • #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.

$51M
total plan assets (2023 EOY)
234
covered participants
86th
percentile by assets (of 127,072 plans)
$217,748
avg assets per participant

Where Wesleyan School Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State
Georgia
Industry
Educational Services

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Wesleyan School Retirement Plan reports 234 participants - about 21% of that state average ($51M EOY assets).

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.)

$40M$45M$50M$55M$60M$65M 202220232024 $43.2M $58.8M ▲ +36.2%
Total plan assets by year, all Wesleyan School, Inc. plans on file
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 ($B) Participants Wesleyan School Reti…, Total assets ($B): 0.050953117 · Participants: 234Wesleyan School Reti…Wellstar Health Syst…, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health Syst…Northside Hospital 4…, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 4…Childrens Healthcare…, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare…IBEW Local 613 Defin…, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defin…Mercer University De…, Total assets ($B): 0.514404788 · Participants: 1898Mercer University De…
Wesleyan School Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Wesleyan School Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Wesleyan School Retirement Plan by total assets, not by location.

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).

Next read for Wesleyan School Retirement Plan

Filing takeaways

Ways to act on Wesleyan School Retirement Plan's numbers.

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.