401(k) · DOL Form 5500 · 2023

Tattnall Square Academy 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
48th
Percentile by assets National rank
$55,608
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tattnall Square Academy Retirement Plan · Sponsored by Tattnall Square Academy · Georgia · Educational Services

$6M in assets, 111 participants

Tattnall Square Academy's Tattnall Square Academy Retirement Plan reported $6M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,233 in Educational Services (3,735 peers)

Coverage in Georgia

Tattnall Square Academy Retirement Plan covers 111 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#1,233
in Educational Services (3,735 peers)
+13.1%
assets growth YoY

Tattnall Square Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Tattnall Square Academy Retirement Plan vs every filed plan by assets

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

$6,172,438 48th percentile higher than 48% 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

Tattnall Square Academy 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. Tattnall Square Academy Retirement Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tattnall Square Academy Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Tattnall Square Academy Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tattnall Square Academy Retirement Plan reported participants rose from 105 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581048421 · Tattnall Square Academy PY 2023 · 401(k)

Tattnall Square Academy Retirement Plan · $6M · 111 · 48th

  • PCT $6M
  • PCT 111
  • PCT 48th
  • PCT 401(k)
  • PCT near Mission Pools of Escondido 401(k) Plan
  • PCT ind #1233

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 →

Tattnall Square Academy Retirement Plan in the asset neighbourhood

Tattnall Square Academy Retirement PlanTattnall Square Academy Reti…$6MMission Pools of Escondido 401(k) PlanMission Pools of Escondido 4…$6MPaul's Machine & Welding Corp. 401(k) PlanPaul's Machine & Welding Cor…$6MNorix Group, Inc. 401(k) Plan$6MGreat White Shark Enterprises 401(k) Profit Sharing PlanGreat White Shark Enterprise…$6M
End-of-year total assets ($M) among Tattnall Square Academy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$713K
Employer EIN581048421
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tattnall Square Academy)

Sponsor-wide plan assets over time

All Tattnall Square Academy plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.107357219433325% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.46M $6.67M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 105 $5M
2023 1 111 $6M
2024 1 123 $7M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tattnall Square Academy Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Tattnall Square Academy Retirement Plan, Total assets ($B): 0.006172438 · Participants: 111Tattnall Square Academy Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Tattnall Square Academy Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Tattnall Square Academy Retirement Plan side-by-side with 3 peers →

Tattnall Square Academy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Mission Pools of Escondido 401(k) Plan in CA ($6M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Tattnall Square Academy Retirement Plan assets move in 2023? ▼
Tattnall Square Academy Retirement Plan grew at a solid clip - up 13.1% during 2023, from $5M to $6M. Reported net income was $713K.
How have Tattnall Square Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tattnall Square Academy's sponsor-wide assets grew 22.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Tattnall Square Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mission Pools of Escondido 401(k) Plan in CA ($6M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Tattnall Square Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 581048421.

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.