Profit Sharing · DOL Form 5500 · 2023

Fernbank Museum of Natural History Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
126
Participants Small participant base
50th
Percentile by assets National rank
$54,128
Avg per participant Low balance/head
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Official DOL plan name: Fernbank Inc. Retirement Plan · Sponsored by Fernbank Museum of Natural History · Georgia · Arts, Entertainment & Recreation

$7M in assets, 126 participants

Fernbank Museum of Natural History's Fernbank Inc. Retirement Plan reported $7M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,027 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Georgia

Fernbank Inc. Retirement Plan covers 126 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#2,027
in Arts, Entertainment & Recreation (2,945 peers)
+17.0%
assets growth YoY

Fernbank Inc. Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Fernbank Inc. Retirement Plan vs every filed plan by assets

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

$6,820,141 Top 50% higher than 50% 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

Fernbank Inc. 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. Fernbank Inc. Retirement Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fernbank Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $993K in the plan year 2023 filing.
  • Fernbank Inc. Retirement Plan reported participants rose from 91 in the plan year 2022 filing to 126 in the plan year 2023 filing.
  • Fernbank Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 586028607 · Fernbank Museum of Natural History PY 2023 · Profit Sharing

Fernbank Inc. Retirement Plan · $7M · 126 · 50th

  • EBSA $7M
  • PART 126
  • TYPE 50th
  • NET Profit Sharing
  • BOOK near W. S. Dodge Oil Co., Inc. Profit Sharing Plan
  • VS-ST ind #2027

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Fernbank Inc. Retirement Plan in the asset neighbourhood

Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement PlanCooperativa De Seguros De Vi…$7MFernbank Inc. Retirement Plan$7MW. S. Dodge Oil Co., Inc. Profit Sharing PlanW. S. Dodge Oil Co., Inc. Pr…$7MMichigan Pediatric Surgery Associates PC Profit Sharing PlanMichigan Pediatric Surgery A…$7MRoy H. Reeve Agency, Inc. Profit Sharing PlanRoy H. Reeve Agency, Inc. Pr…$7M
End-of-year total assets ($M) among Fernbank Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$993K
Employer EIN586028607
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernbank Museum of Natural History)

Sponsor-wide plan assets over time

All Fernbank Museum of Natural History plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.937617025030036% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.83M $7.98M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 126 $7M
2024 1 137 $8M

Nearby Profit Sharing Plans in Georgia

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

Fernbank Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Fernbank Inc. Retirement Plan, Total assets ($B): 0.006820141 · Participants: 126Fernbank Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Fernbank Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Fernbank Inc. Retirement Plan side-by-side with 3 peers →

Fernbank Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is W. S. Dodge Oil Co., Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Edesia Inc. Retirement Savings Plan in RI (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Fernbank Inc. Retirement Plan assets move in 2023? ▼
Fernbank Inc. Retirement Plan grew sharply - up 17.0% during 2023, from $6M to $7M. Reported net income was $993K.
How have Fernbank Museum of Natural History plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernbank Museum of Natural History's sponsor-wide assets grew 36.9%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Fernbank Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is W. S. Dodge Oil Co., Inc. Profit Sharing Plan in CA ($7M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Fernbank Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Edesia Inc. Retirement Savings Plan in RI (126 participants, $7M 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 586028607.

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.