Other · DOL Form 5500 · 2023
Foundation for Atlanta Veterans Education and Research, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $217,306
- Avg per participant Above avg balance/head
Official DOL plan name: Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan · Sponsored by Foundation for Atlanta Veterans Education and Research, Inc. · Georgia · Professional & Technical Services
$12M in assets, 56 participants
Foundation for Atlanta Veterans Education and Research, Inc.'s Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan reported $12M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,582 in Professional & Technical Services (20,321 peers)
Foundation for Atlanta Veterans Education and Research, Inc. multi-year trail
Foundation for Atlanta Veterans Education and Research, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan at $12M / 56 participants.
- #12,582
- in Professional & Technical Services (20,321 peers)
- +17.5%
- assets growth YoY
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,169,130 Top 37% higher than 63% 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
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan reported net income rose from $559K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan reported participants fell from 65 in the plan year 2022 filing to 56 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 581857346 · Foundation for Atlanta Veterans Education and Research, Inc. PY 2023 · Other
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan · $12M · 56 · 63rd
- EIN $12M
- EIN 56
- EIN 63rd
- EIN Other
- EIN near St. Paul's Episcopal School Defined Contribution Retirement Plan
- EIN ind #12582
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan in the asset neighbourhood
Foundation for Atlanta Veterans Education and Research, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Foundation for Atlanta Veterans Education and Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 15.647826956952079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $10M |
| 2023 | 1 | 56 | $12M |
| 2024 | 1 | 47 | $12M |
Foundation for Atlanta Veterans Education and Research, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 581857346 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
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
Foundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is St. Paul's Episcopal School Defined Contribution Retirement Plan in CA ($12M); by covered participants it is E John Gavras Center Ucpa of Cayuga County in NY (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.