Other · DOL Form 5500 · 2023
The Alfred & Adele Davis Academy Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $157,620
- Avg per participant Above avg balance/head
Official DOL plan name: The Alfred & Adele Davis Academy, Inc. DC Plan · Sponsored by The Alfred & Adele Davis Academy · Georgia · Educational Services
$17M in assets, 106 participants
The Alfred & Adele Davis Academy's The Alfred & Adele Davis Academy, Inc. DC Plan reported $17M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,935 in Educational Services (3,735 peers)
Coverage in Georgia
The Alfred & Adele Davis Academy, Inc. DC Plan covers 106 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.
- #1,935
- in Educational Services (3,735 peers)
- +13.8%
- assets growth YoY
The Alfred & Adele Davis Academy, Inc. DC Plan's outsized position by total assets
The Alfred & Adele Davis Academy, Inc. DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,707,757 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Alfred & Adele Davis Academy, Inc. DC 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. The Alfred & Adele Davis Academy, Inc. DC Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Alfred & Adele Davis Academy, Inc. DC Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Alfred & Adele Davis Academy, Inc. DC Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Alfred & Adele Davis Academy, Inc. DC Plan reported participants rose from 100 in the plan year 2022 filing to 106 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 581970181 · The Alfred & Adele Davis Academy PY 2023 · Other
The Alfred & Adele Davis Academy, Inc. DC Plan · $17M · 106 · 69th
- EOY $17M
- EOY 106
- EOY 69th
- EOY Other
- EOY near Naropa University Defined Contribution Plan
- EOY ind #1935
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 →
The Alfred & Adele Davis Academy, Inc. DC Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 581970181 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alfred & Adele Davis Academy)
Sponsor-wide plan assets over time
All The Alfred & Adele Davis Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 28.974506447955463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $15M |
| 2023 | 1 | 106 | $17M |
| 2024 | 1 | 89 | $19M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
The Alfred & Adele Davis Academy, Inc. DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Naropa University Defined Contribution Plan in CO ($17M); by covered participants it is 403(b) Thrift Plan of Senior Resources of West Michigan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.