Other · DOL Form 5500 · 2023

Whitefield Academy Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
147
Participants Small participant base
63rd
Percentile by assets National rank
$83,703
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitefield Academy 403(b) Plan · Sponsored by Whitefield Academy · Georgia · Educational Services

$12M in assets, 147 participants

Whitefield Academy's Whitefield Academy 403(b) Plan reported $12M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,710 in Educational Services (3,735 peers)

Coverage in Georgia

Whitefield Academy 403(b) Plan covers 147 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#1,710
in Educational Services (3,735 peers)
+20.9%
assets growth YoY

Whitefield Academy 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Whitefield Academy 403(b) Plan vs every filed plan by assets

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

$12,304,384 Top 37% higher than 63% 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

Whitefield Academy 403(b) 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. Whitefield Academy 403(b) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitefield Academy 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Whitefield Academy 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Whitefield Academy 403(b) Plan reported participants rose from 134 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581224983 · Whitefield Academy PY 2023 · Other

Whitefield Academy 403(b) Plan · $12M · 147 · 63rd

  • 5500 $12M
  • 5500 147
  • 5500 63rd
  • 5500 Other
  • 5500 near Lincoln Primary Care Center, Inc. 403(b) DC Plan
  • 5500 ind #1710

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 →

Whitefield Academy 403(b) Plan in the asset neighbourhood

Momentous Institute Tda Retirement PlanMomentous Institute Tda Reti…$12MNashville Symphony Association Retirement PlanNashville Symphony Associati…$12MChiricahua Community Health Centers, Inc. 403(b) PlanChiricahua Community Health …$12MWhitefield Academy 403(b) PlanWhitefield Academy 403(b) Pl…$12MLincoln Primary Care Center, Inc. 403(b) DC PlanLincoln Primary Care Center,…$12M
End-of-year total assets ($M) among Whitefield Academy 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN581224983
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitefield Academy)

Sponsor-wide plan assets over time

All Whitefield Academy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.1336588736734% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $14.2M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 134 $10M
2023 1 147 $12M
2024 1 158 $14M

Nearby Other Plans in Georgia

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

Whitefield Academy 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Whitefield Academy 403(b) Plan, Total assets ($B): 0.012304384 · Participants: 147Whitefield Academy 403(b) 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
Whitefield Academy 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Whitefield Academy 403(b) Plan side-by-side with 3 peers →

Whitefield Academy 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV ($12M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Whitefield Academy 403(b) Plan assets move in 2023? ▼
Whitefield Academy 403(b) Plan grew sharply - up 20.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Whitefield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitefield Academy's sponsor-wide assets grew 39.1%, from $10M to $14M.
Which Other plans are similar in size to Whitefield Academy 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV ($12M, 187 participants).
Which Other plans cover a similar participant headcount to Whitefield Academy 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 581224983.

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.