Other · DOL Form 5500 · 2023
George Walton Academy, Inc Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $108,627
- Avg per participant Below avg balance/head
Official DOL plan name: George Walton Academy 403(b) DC Plan · Sponsored by George Walton Academy, Inc · Georgia · Educational Services
$18M in assets, 166 participants
George Walton Academy, Inc's George Walton Academy 403(b) DC Plan reported $18M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #1,993 in Educational Services (3,735 peers)
Coverage in Georgia
George Walton Academy 403(b) DC Plan covers 166 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.
- #1,993
- in Educational Services (3,735 peers)
- +9.9%
- assets growth YoY
George Walton Academy 403(b) DC Plan's outsized position by total assets
George Walton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,032,094 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
George Walton Academy 403(b) DC 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. George Walton Academy 403(b) DC Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- George Walton Academy 403(b) DC Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- George Walton Academy 403(b) DC Plan reported participants rose from 141 in the plan year 2022 filing to 166 in the plan year 2023 filing.
- George Walton Academy 403(b) DC Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
DOL schedule card
Filing strip 581077042 · George Walton Academy, Inc PY 2023 · Other
George Walton Academy 403(b) DC Plan · $18M · 166 · 71st
- PART $18M
- TYPE 166
- NET 71st
- BOOK Other
- VS-ST near Brookhaven at Lexington 403(b) Plan
- BOY ind #1993
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 →
George Walton Academy 403(b) DC Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 581077042 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George Walton Academy, Inc)
Sponsor-wide plan assets over time
All George Walton Academy, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 14.8518263644647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $16M |
| 2023 | 1 | 166 | $18M |
| 2024 | 1 | 172 | $19M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
George Walton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Brookhaven at Lexington 403(b) Plan in MA ($18M); by covered participants it is Vermont Law School Retirement Plan in VT (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Brookhaven at Lexington 403(b) Plan (MA) $18M · 121
- Transpak 401(k) Plan (CA) $18M · 1,004
- Cornerstone Family Healthcare 403(b) Plan (NY) $18M · 617
- Sonoma Academy Defined Contribution Retirement Plan (CA) $18M · 88
Similar participant headcount
Nearest other-state filings by covered participants (166 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.