Other · DOL Form 5500 · 2023

Annandale at Suwanee, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
150
Participants Small participant base
41st
Percentile by assets National rank
$27,129
Avg per participant Low balance/head
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Official DOL plan name: Annandale at Suwanee, Inc. 403(b) Plan · Sponsored by Annandale at Suwanee, Inc. · Georgia · Healthcare & Social Assistance

$4M in assets, 150 participants

Annandale at Suwanee, Inc.'s Annandale at Suwanee, Inc. 403(b) Plan reported $4M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,664 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Annandale at Suwanee, Inc. 403(b) Plan covers 150 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#7,664
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Annandale at Suwanee, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Annandale at Suwanee, Inc. 403(b) Plan vs every filed plan by assets

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

$4,069,302 41st percentile higher than 41% 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

Annandale at Suwanee, Inc. 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. Annandale at Suwanee, Inc. 403(b) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annandale at Suwanee, Inc. 403(b) Plan reported net income rose from -$113K in the plan year 2022 filing to $609K in the plan year 2023 filing.
  • Annandale at Suwanee, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Annandale at Suwanee, Inc. 403(b) Plan reported participants rose from 141 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 586081470 · Annandale at Suwanee, Inc. PY 2023 · Other

Annandale at Suwanee, Inc. 403(b) Plan · $4M · 150 · 41st

  • EOY $4M
  • 5500 150
  • ASSETS 41st
  • PCT Other
  • EIN near Saint Francis House, Inc. 403(b) Savings Plan
  • RANK ind #7664

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Annandale at Suwanee, Inc. 403(b) Plan in the asset neighbourhood

Annandale at Suwanee, Inc. 403(b) PlanAnnandale at Suwanee, Inc. 4…$4MSaint Francis House, Inc. 403(b) Savings PlanSaint Francis House, Inc. 40…$4M403b Retirement$4MMercy Drive 403(b) Retirement PlanMercy Drive 403(b) Retiremen…$4MFinger Lakes Area Counseling and Recovery Agency 403(b) PlanFinger Lakes Area Counseling…$4M
End-of-year total assets ($M) among Annandale at Suwanee, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$609K
Employer EIN586081470
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annandale at Suwanee, Inc.)

Sponsor-wide plan assets over time

All Annandale at Suwanee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.79544584879071% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.46M $4.63M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 141 $3M
2023 1 150 $4M
2024 1 171 $5M

Nearby Other Plans in Georgia

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

Annandale at Suwanee, Inc. 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 ($B) Participants Annandale at Suwanee, Inc. 403(b) Plan, Total assets ($B): 0.004069302 · Participants: 150Annandale at Suwanee, Inc. 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
Annandale at Suwanee, Inc. 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Annandale at Suwanee, Inc. 403(b) Plan side-by-side with 3 peers →

Annandale at Suwanee, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Saint Francis House, Inc. 403(b) Savings Plan in MA ($4M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Annandale at Suwanee, Inc. 403(b) Plan assets move in 2023? ▼
Annandale at Suwanee, Inc. 403(b) Plan grew sharply - up 17.6% during 2023, from $3M to $4M. Reported net income was $609K.
How have Annandale at Suwanee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annandale at Suwanee, Inc.'s sponsor-wide assets grew 33.8%, from $3M to $5M.
Which Other plans are similar in size to Annandale at Suwanee, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Saint Francis House, Inc. 403(b) Savings Plan in MA ($4M, 103 participants).
Which Other plans cover a similar participant headcount to Annandale at Suwanee, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants, $5M 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 586081470.

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.