Defined Benefit (Pension) · DOL Form 5500 · 2023

Northeast Georgia Health System, Inc. Pension Plan

Data updated 2026-08-25

$309M
Total assets Above avg plan size
817
Participants Near avg headcount
96th
Percentile by assets National rank
$378,195
Avg per participant High balance/head
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Official DOL plan name: Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · Sponsored by Northeast Georgia Health System, Inc. · Georgia · Healthcare & Social Assistance

$309M in assets, 817 participants

Northeast Georgia Health System, Inc.'s Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported $309M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,079 in Healthcare & Social Assistance (17,684 peers)

Where Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits by assets

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits in the top 5% of all filed plans by assets, $309M for 817 participants (~$378,195/participant), up 0.6% in 2023.

#17,079
in Healthcare & Social Assistance (17,684 peers)
+0.6%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's outsized position by total assets

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs every filed plan by assets

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

$308,985,265 Top 4% higher than 96% 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

Northeast Georgia Health System, Inc. and Affiliated Companies Pension 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. Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits mid-pack in the medium band (817 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported net income rose from -$22M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported participants fell from 913 in the plan year 2022 filing to 817 in the plan year 2023 filing.
  • Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan end-of-year assets rose from $307M in the plan year 2022 filing to $309M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581694090 · Northeast Georgia Health System, Inc. PY 2023 · Defined Benefit (Pension)

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · $309M · 817 · 96th

  • BOY $309M
  • SCH 817
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near International Assoc of Heat and Frost Insulators Local 17 Pension Fund
  • NET ind #17079

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 →

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan in the asset neighbourhood

Pipe Fitters Local No 533 Pension PlanPipe Fitters Local No 533 Pe…$310MBna Employees Retirement Plan$309MNortheast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$309MInternational Assoc of Heat and Frost Insulators Local 17 Pension FundInternational Assoc of Heat …$309MEverest Reinsurance Retirement PlanEverest Reinsurance Retireme…$308M
End-of-year total assets ($M) among Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$309M
Net Income$2M
Employer EIN581694090
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Georgia Health System, Inc.)

Sponsor-wide plan assets over time

All Northeast Georgia Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 34.943260289072406% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.86B $1.16B ▲ +34.9%
Year Plans Participants Total Assets
2022 2 10,207 $861M
2023 2 10,881 $1.0B
2024 2 11,803 $1.2B

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan, Total assets ($B): 0.308985265 · Participants: 817Northeast Georgia Health System, Inc. and Affiliated Companies Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan side-by-side with 3 peers →

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL ($309M); by covered participants it is Retirement Plan of Tennessee Farmers Mutual Insura in TN (817 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($309M here).

Similar participant headcount

Nearest other-state filings by covered participants (817 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 Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan assets move in 2023? ▼
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan held essentially flat - up 0.6% during 2023, from $307M to $309M. Reported net income was $2M.
How have Northeast Georgia Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast Georgia Health System, Inc.'s sponsor-wide assets grew 34.9%, from $861M to $1.2B.
Where does Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan rank by assets among Form 5500 filers? ▼
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL ($309M, 723 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Tennessee Farmers Mutual Insura in TN (817 participants, $861M 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 581694090.

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.