401(k) · DOL Form 5500 · 2023

The Arthritis Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
189
Participants Below avg headcount
80th
Percentile by assets National rank
$172,466
Avg per participant Above avg balance/head
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Official DOL plan name: Arthritis Foundation Defined Contribution Retirement Plan · Sponsored by The Arthritis Foundation, Inc. · Georgia · Other Services

$33M in assets, 189 participants

The Arthritis Foundation, Inc.'s Arthritis Foundation Defined Contribution Retirement Plan reported $33M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,107 in Other Services (7,857 peers)

Coverage in Georgia

Arthritis Foundation Defined Contribution Retirement Plan covers 189 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $33M.

#7,107
in Other Services (7,857 peers)
+17.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Arthritis Foundation Defined Contribution Retirement Plan's outsized position by total assets

Arthritis Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$32,596,158 Top 20% higher than 80% 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

Arthritis Foundation Defined Contribution 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. Arthritis Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arthritis Foundation Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Arthritis Foundation Defined Contribution Retirement Plan reported participants rose from 154 in the plan year 2022 filing to 189 in the plan year 2023 filing.
  • Arthritis Foundation Defined Contribution Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581341679 · The Arthritis Foundation, Inc. PY 2023 · 401(k)

Arthritis Foundation Defined Contribution Retirement Plan · $33M · 189 · 80th

  • EBSA $33M
  • PART 189
  • TYPE 80th
  • NET 401(k)
  • BOOK near Gallagher Sharp 401(k) Plan
  • VS-ST ind #7107

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 Other Services retirement plans → · Plans in Georgia →

Arthritis Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Arthritis Foundation Defined Contribution Retirement PlanArthritis Foundation Defined…$33MHarpo, Inc. 401(k) Plan$33MDoll Distributing LLC 401(k) Retirement PlanDoll Distributing LLC 401(k)…$33MGallagher Sharp 401(k) Plan$33MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$33M
End-of-year total assets ($M) among Arthritis Foundation Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN581341679
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arthritis Foundation, Inc.)

Sponsor-wide plan assets over time

All The Arthritis Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 31.73877368329114% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.8M $36.6M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 154 $28M
2023 1 189 $33M
2024 1 217 $37M

Nearby 401(k) Plans in Georgia

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

Arthritis Foundation Defined Contribution Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Arthritis Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.032596158 · Participants: 189Arthritis Foundation Defined Contribution 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
Arthritis Foundation Defined Contribution Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Arthritis Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

Arthritis Foundation Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Gallagher Sharp 401(k) Plan in OH ($33M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Arthritis Foundation Defined Contribution Retirement Plan assets move in 2023? ▼
Arthritis Foundation Defined Contribution Retirement Plan grew sharply - up 17.3% during 2023, from $28M to $33M. Reported net income was $5M.
How have The Arthritis Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arthritis Foundation, Inc.'s sponsor-wide assets grew 31.7%, from $28M to $37M.
Where does Arthritis Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Arthritis Foundation Defined Contribution Retirement Plan ranks in the 80th 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 Arthritis Foundation Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallagher Sharp 401(k) Plan in OH ($33M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Arthritis Foundation Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 581341679.

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.