Other · DOL Form 5500 · 2023
The Lovett School, Inc. Retirement Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 658
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $177,310
- Avg per participant Above avg balance/head
Official DOL plan name: The Lovett School Retirement Plan · Sponsored by The Lovett School, Inc. · Georgia · Educational Services
$117M in assets, 658 participants
The Lovett School, Inc.'s The Lovett School Retirement Plan reported $117M in total assets and 658 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,235 in Educational Services (3,735 peers)
Where The Lovett School Retirement Plan sits by assets
The Lovett School Retirement Plan sits in the top 10% of all filed plans by assets, $117M for 658 participants (~$177,310/participant), up 13.2% in 2023.
- #3,235
- in Educational Services (3,735 peers)
- +13.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Lovett School Retirement Plan's outsized position by total assets
The Lovett School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,669,950 Top 8% higher than 92% 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 Lovett 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. The Lovett School Retirement Plan sits mid-pack in the medium band (658 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Lovett School Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Lovett School Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $117M in the plan year 2023 filing.
- The Lovett School Retirement Plan reported participants rose from 637 in the plan year 2022 filing to 658 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 580619038 · The Lovett School, Inc. PY 2023 · Other
The Lovett School Retirement Plan · $117M · 658 · 92nd
- VS-ST $117M
- VS-ST 658
- VS-ST 92nd
- VS-ST Other
- VS-ST near Cassia 403(b) Retirement Plan
- VS-ST ind #3235
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 Lovett School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $14M |
| Employer EIN | 580619038 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lovett School, Inc.)
Sponsor-wide plan assets over time
All The Lovett School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 21.90288091350177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 637 | $103M |
| 2023 | 1 | 658 | $117M |
| 2024 | 1 | 675 | $126M |
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 Lovett School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Cassia 403(b) Retirement Plan in MN ($117M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (658 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Cassia 403(b) Retirement Plan (MN) $117M · 3,638
- Dickinson College Defined Contribution Retirement Plan (PA) $116M · 1,119
- Children's Hospital Pediatric Associates, Inc. Defined Contribution Retirement Plan (MA) $117M · 578
- Pli Retirement Savings Plan (NY) $116M · 301
Similar participant headcount
Nearest other-state filings by covered participants (658 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.