401(k) · DOL Form 5500 · 2023
Transitions of Augusta 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $601,617
- Avg per participant High balance/head
Official DOL plan name: Transitions of Augusta, PC 401(k) Profit Sharing Plan · Sponsored by Transitions of Augusta · Georgia · Healthcare & Social Assistance
$1M in assets, 2 participants
Transitions of Augusta's Transitions of Augusta, PC 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,796 in Healthcare & Social Assistance (17,684 peers)
Transitions of Augusta multi-year trail
Transitions of Augusta's plans moved +18.8% in assets from 2022 to 2023; this filing shows Transitions of Augusta, PC 401(k) Profit Sharing Plan at $1M / 2 participants.
- #3,796
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
Transitions of Augusta, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Transitions of Augusta, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,203,234 25th percentile higher than 25% 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
Transitions of Augusta, PC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transitions of Augusta, PC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Transitions of Augusta, PC 401(k) Profit Sharing Plan reported net income rose from -$131K in the plan year 2022 filing to $191K in the plan year 2023 filing.
- Transitions of Augusta, PC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 134268905 · Transitions of Augusta PY 2023 · 401(k)
Transitions of Augusta, PC 401(k) Profit Sharing Plan · $1M · 2 · 25th
- PART $1M
- TYPE 2
- NET 25th
- BOOK 401(k)
- VS-ST near The Carolina Center for Aba and Autism Treatment 401(k) Plan
- BOY ind #3796
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 →
Transitions of Augusta, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Transitions of Augusta multi-year asset trail
Sponsor-wide plan assets over time
All Transitions of Augusta plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 18.81445640367335% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
Transitions of Augusta filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $191K |
| Employer EIN | 134268905 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Transitions of Augusta, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is The Carolina Center for Aba and Autism Treatment 401(k) Plan in NC ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.