Other · DOL Form 5500 · 2023
Atlanta Legal Aid Society, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $135,241
- Avg per participant Near avg balance/head
Official DOL plan name: Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · Sponsored by Atlanta Legal Aid Society, Inc. · Georgia · Professional & Technical Services
$17M in assets, 128 participants
Atlanta Legal Aid Society, Inc.'s Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported $17M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,116 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) covers 128 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.
- #14,116
- in Professional & Technical Services (20,321 peers)
- +16.8%
- assets growth YoY
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s outsized position by total assets
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,310,793 Top 30% higher than 70% 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
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) 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. Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported participants rose from 118 in the plan year 2022 filing to 128 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 580568691 · Atlanta Legal Aid Society, Inc. PY 2023 · Other
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · $17M · 128 · 70th
- EOY $17M
- 5500 128
- ASSETS 70th
- PCT Other
- EIN near Alta Bates Summit 403(b) Tda Retirement Plan
- RANK ind #14116
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 580568691 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlanta Legal Aid Society, Inc.)
Sponsor-wide plan assets over time
All Atlanta Legal Aid Society, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.60923440501125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $15M |
| 2023 | 1 | 128 | $17M |
| 2024 | 1 | 115 | $20M |
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
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Alta Bates Summit 403(b) Tda Retirement Plan (CA) $17M · 130
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) $17M · 138
- St. Thomas School DC Retirement Plan (WA) $17M · 83
- Gaudenzia 403b Plan (PA) $17M · 996
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Southern Mississippi Planning and Development District 403(b) Plan (MS) 128 · 0 off
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.