401(k) · DOL Form 5500 · 2023

Augusta National, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
430
Participants Below avg headcount
86th
Percentile by assets National rank
$117,000
Avg per participant Below avg balance/head
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Official DOL plan name: Augusta National, Inc. Investment Savings Plan · Sponsored by Augusta National, Inc. · Georgia · Arts, Entertainment & Recreation

$50M in assets, 430 participants

Augusta National, Inc.'s Augusta National, Inc. Investment Savings Plan reported $50M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,702 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Georgia

Augusta National, Inc. Investment Savings Plan covers 430 participants in Georgia, about 39% of the average Georgia filer (state average ~1,096 per filing). Assets: $50M.

#2,702
in Arts, Entertainment & Recreation (2,945 peers)
+19.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Augusta National, Inc. Investment Savings Plan's outsized position by total assets

Augusta National, Inc. Investment Savings Plan vs every filed plan by assets

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

$50,310,126 Top 14% higher than 86% 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

Augusta National, Inc. Investment Savings 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. Augusta National, Inc. Investment Savings Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Augusta National, Inc. Investment Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Augusta National, Inc. Investment Savings Plan reported participants rose from 351 in the plan year 2022 filing to 430 in the plan year 2023 filing.
  • Augusta National, Inc. Investment Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580148990 · Augusta National, Inc. PY 2023 · 401(k)

Augusta National, Inc. Investment Savings Plan · $50M · 430 · 86th

  • EBSA $50M
  • PART 430
  • TYPE 86th
  • NET 401(k)
  • BOOK near Clean Energy Business 401(k) Plan
  • VS-ST ind #2702

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 →

Augusta National, Inc. Investment Savings Plan in the asset neighbourhood

J.F Kiely Service Co., LLC 401-K PlanJ.F Kiely Service Co., LLC 4…$50MAugusta National, Inc. Investment Savings PlanAugusta National, Inc. Inves…$50MClean Energy Business 401(k) PlanClean Energy Business 401(k)…$50MClaire's Stores Inc. 401(k) Savings and Retirement PlanClaire's Stores Inc. 401(k) …$50MMasters Building Solutions, Inc. 401(k) PlanMasters Building Solutions, …$50M
End-of-year total assets ($M) among Augusta National, Inc. Investment Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$50M
Net Income$8M
Employer EIN580148990
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augusta National, Inc.)

Sponsor-wide plan assets over time

All Augusta National, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 24.618326320442492% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.8M $98.2M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 776 $79M
2023 2 790 $90M
2024 2 843 $98M

Nearby 401(k) Plans in Georgia

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

Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Augusta National, Inc. Investment Savings Plan, Total assets ($B): 0.050310126 · Participants: 430Augusta National, Inc. Investment Savings 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
Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Augusta National, Inc. Investment Savings Plan side-by-side with 3 peers →

Augusta National, Inc. Investment Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Clean Energy Business 401(k) Plan in NY ($50M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Augusta National, Inc. Investment Savings Plan assets move in 2023? ▼
Augusta National, Inc. Investment Savings Plan grew sharply - up 19.1% during 2023, from $42M to $50M. Reported net income was $8M.
How have Augusta National, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusta National, Inc.'s sponsor-wide assets grew 24.6%, from $79M to $98M.
Where does Augusta National, Inc. Investment Savings Plan rank by assets among Form 5500 filers? ▼
Augusta National, Inc. Investment Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clean Energy Business 401(k) Plan in NY ($50M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants, $326K 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 580148990.

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.