Profit Sharing · DOL Form 5500 · 2023

Atlanta Heart Associates, P.C. Profit Sharing Plan

Data updated 2026-08-11

$15M
Total assets
115
Participants
68th
Percentile by assets
$133,141
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Atlanta Heart Associates, P.C. Amended Profit Sharing Plan · Sponsored by Atlanta Heart Associates, P.C. · Georgia · Healthcare & Social Assistance

$15M in assets, 115 participants

Atlanta Heart Associates, P.C.'s Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported $15M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 127,072 plans)
  • #12,839 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

$15M
total plan assets (2023 EOY)
115
covered participants
68th
percentile by assets (of 127,072 plans)
$133,141
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported participants rose from 108 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reports 115 participants - about 10% of that state average ($15M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN581990255
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Heart Associates, P.C.)

$0M$20M$40M$60M 202220232024 $12.1M $47.7M ▲ +292.7%
Total plan assets by year, all Atlanta Heart Associates, P.C. plans on file
Year Plans Participants Total Assets
2022 1 108 $12M
2023 1 115 $15M
2024 3 324 $48M

Nearby Profit Sharing Plans in Georgia

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

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Atlanta Heart Associ…Emory University Ret…Emory Healthcare, In…The Emory Clinic, In…Childrens Healthcare…Southeast Georgia He…
Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Atlanta Heart Associates, P.C. Amended Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Atlanta Heart Associates, P.C. Amended Profit Sharing Plan assets move in 2023?
Atlanta Heart Associates, P.C. Amended Profit Sharing Plan grew sharply - up 26.1% during 2023, from $12M to $15M. Reported net income was $3M.
How have Atlanta Heart Associates, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Atlanta Heart Associates, P.C.'s sponsor-wide assets grew 292.6%, from $12M to $48M.
Which Profit Sharing plans are similar in size to Atlanta Heart Associates, P.C. Amended Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Marklund Employee Retirement Savings Plan in IL ($15M, 458 participants).

Next read for Atlanta Heart Associates, P.C. Amended P…

Filing takeaways

Ways to act on Atlanta Heart Associates, P.C. Amended Profit Sharing Plan's numbers.