Other · DOL Form 5500 · 2023

Magnolia Coastlands Ahec Retirement Plan

Data updated 2026-08-25

$841K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$210,287
Avg per participant Above avg balance/head
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Official DOL plan name: Magnolia Coastlands Ahec Ret Plan Type 403(b) · Sponsored by Magnolia Coastlands Ahec · Georgia · Educational Services

$841K in assets, 4 participants

Magnolia Coastlands Ahec's Magnolia Coastlands Ahec Ret Plan Type 403(b) reported $841K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #544 in Educational Services (3,735 peers)

Magnolia Coastlands Ahec multi-year trail

Magnolia Coastlands Ahec's plans moved +13.6% in assets from 2022 to 2024; this filing shows Magnolia Coastlands Ahec Ret Plan Type 403(b) at $841K / 4 participants.

#544
in Educational Services (3,735 peers)
-3.3%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Magnolia Coastlands Ahec Ret Plan Type 403(b) among the smaller filed plans by assets

Magnolia Coastlands Ahec Ret Plan Type 403(b) vs every filed plan by assets

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

$841,147 22nd percentile higher than 22% 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

Magnolia Coastlands Ahec Ret Plan Type 403(b) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magnolia Coastlands Ahec Ret Plan Type 403(b) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Magnolia Coastlands Ahec Ret Plan Type 403(b) reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Magnolia Coastlands Ahec Ret Plan Type 403(b) reported net income fell from -$25K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
  • Magnolia Coastlands Ahec Ret Plan Type 403(b) end-of-year assets fell from $870K in the plan year 2022 filing to $841K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582629853 · Magnolia Coastlands Ahec PY 2023 · Other

Magnolia Coastlands Ahec Ret Plan Type 403(b) · $841K · 4 · 22nd

  • NET $841K
  • BOOK 4
  • VS-ST 22nd
  • BOY Other
  • SCH near Freedom Energy, Inc. Profit Sharing Plan
  • EBSA ind #544

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 →

Magnolia Coastlands Ahec Ret Plan Type 403(b) in the asset neighbourhood

Alabama Childrens Clinic PC Profit Sharing PlanAlabama Childrens Clinic PC …$850KMagnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$841KFreedom Energy, Inc. Profit Sharing PlanFreedom Energy, Inc. Profit …$844KLasalle Oral Surgery Profit Sharing Plan & TrustLasalle Oral Surgery Profit …$834KErie Day School 403(b) Savings PlanErie Day School 403(b) Savin…$834K
End-of-year total assets ($M) among Magnolia Coastlands Ahec Ret Plan Type 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Magnolia Coastlands Ahec multi-year asset trail

Sponsor-wide plan assets over time

All Magnolia Coastlands Ahec plans reported in each filing year

Latest sponsor-wide plan assets
$988K 13.571748750071835% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.87M $0.99M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 6 $870K
2023 1 4 $841K
2024 1 5 $988K

Magnolia Coastlands Ahec filing trail (2023)

Total Assets (Beginning of Year)$870K
Net Assets (End of Year)$841K
Net Income-$29K
Employer EIN582629853
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

Magnolia Coastlands Ahec Ret Plan Type 403(b) vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Magnolia Coastlands Ahec Ret Plan Type 403(b), Total assets ($B): 0.000841147 · Participants: 4Magnolia Coastlands Ahec Ret Plan Type 403(b)Wellstar 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
Magnolia Coastlands Ahec Ret Plan Type 403(b) vs. nearby Other plans in Georgia, assets vs. participants
Compare Magnolia Coastlands Ahec Ret Plan Type 403(b) side-by-side with 3 peers →

Magnolia Coastlands Ahec Ret Plan Type 403(b)'s out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Freedom Energy, Inc. Profit Sharing Plan in TX ($844K); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Magnolia Coastlands Ahec Ret Plan Type 403(b) assets move in 2023? ▼
Magnolia Coastlands Ahec Ret Plan Type 403(b) edged down modestly - down 3.3% during 2023, from $870K to $841K. Reported net income was -$29K.
How have Magnolia Coastlands Ahec plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magnolia Coastlands Ahec's sponsor-wide assets grew 13.6%, from $870K to $988K.
Where does Magnolia Coastlands Ahec Ret Plan Type 403(b) rank by assets among Form 5500 filers? ▼
Magnolia Coastlands Ahec Ret Plan Type 403(b) ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Magnolia Coastlands Ahec Ret Plan Type 403(b)? ▼
Among Other plans in other states, the closest by assets is Freedom Energy, Inc. Profit Sharing Plan in TX ($844K, 7 participants).
Which Other plans cover a similar participant headcount to Magnolia Coastlands Ahec Ret Plan Type 403(b)? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K 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 582629853.

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.