Other · DOL Form 5500 · 2023

Wesley Woods Senior Living Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
201
Participants Below avg headcount
49th
Percentile by assets National rank
$31,019
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesley Woods Senior Living 403(b) Plan · Sponsored by Wesley Woods Senior Living · Georgia · Healthcare & Social Assistance

$6M in assets, 201 participants

Wesley Woods Senior Living's Wesley Woods Senior Living 403(b) Plan reported $6M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,467 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Wesley Woods Senior Living 403(b) Plan covers 201 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#9,467
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY

Wesley Woods Senior Living 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesley Woods Senior Living 403(b) Plan vs every filed plan by assets

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

$6,234,864 49th percentile higher than 49% 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

Wesley Woods Senior Living 403(b) 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. Wesley Woods Senior Living 403(b) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesley Woods Senior Living 403(b) Plan reported net income rose from -$335K in the plan year 2022 filing to $906K in the plan year 2023 filing.
  • Wesley Woods Senior Living 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wesley Woods Senior Living 403(b) Plan reported participants fell from 237 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202157051 · Wesley Woods Senior Living PY 2023 · Other

Wesley Woods Senior Living 403(b) Plan · $6M · 201 · 49th

  • IND $6M
  • IND 201
  • IND 49th
  • IND Other
  • IND near Mountain Family Health Centers 403b Plan
  • IND ind #9467

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 →

Wesley Woods Senior Living 403(b) Plan in the asset neighbourhood

Lakes Region Community Services Council 403(b) PlanLakes Region Community Servi…$6MMountain Family Health Centers 403b PlanMountain Family Health Cente…$6MWesley Woods Senior Living 403(b) PlanWesley Woods Senior Living 4…$6MBrilla College Prep 403(b) Retirement PlanBrilla College Prep 403(b) R…$6MGroup Tax Sheltered Annuity Plan for Lakehill Preparatory School EmployeesGroup Tax Sheltered Annuity …$6M
End-of-year total assets ($M) among Wesley Woods Senior Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$906K
Employer EIN202157051
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Woods Senior Living)

Sponsor-wide plan assets over time

All Wesley Woods Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.705803377671298% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.33M $6.38M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 237 $5M
2023 1 201 $6M
2024 1 190 $6M

Nearby Other Plans in Georgia

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

Wesley Woods Senior Living 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Wesley Woods Senior Living 403(b) Plan, Total assets ($B): 0.006234864 · Participants: 201Wesley Woods Senior Living 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Wesley Woods Senior Living 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Wesley Woods Senior Living 403(b) Plan side-by-side with 3 peers →

Wesley Woods Senior Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Mountain Family Health Centers 403b Plan in CO ($6M); by covered participants it is Habitat for Humanity Retirement Savings Plan in NC (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Wesley Woods Senior Living 403(b) Plan assets move in 2023? ▼
Wesley Woods Senior Living 403(b) Plan grew sharply - up 17.0% during 2023, from $5M to $6M. Reported net income was $906K.
How have Wesley Woods Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Woods Senior Living's sponsor-wide assets grew 19.7%, from $5M to $6M.
Which Other plans are similar in size to Wesley Woods Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mountain Family Health Centers 403b Plan in CO ($6M, 181 participants).
Which Other plans cover a similar participant headcount to Wesley Woods Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Habitat for Humanity Retirement Savings Plan in NC (201 participants, $5M 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 202157051.

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.