Other · DOL Form 5500 · 2023

Stratford Academy, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
130
Participants Small participant base
71st
Percentile by assets National rank
$142,530
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stratford Academy, Inc. Retirement Plan · Sponsored by Stratford Academy, Inc. · Georgia · Educational Services

$19M in assets, 130 participants

Stratford Academy, Inc.'s Stratford Academy, Inc. Retirement Plan reported $19M in total assets and 130 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.

  • #2,014 in Educational Services (3,735 peers)

Coverage in Georgia

Stratford Academy, Inc. Retirement Plan covers 130 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#2,014
in Educational Services (3,735 peers)
+9.0%
assets growth YoY

Stratford Academy, Inc. Retirement Plan's outsized position by total assets

Stratford Academy, Inc. Retirement Plan vs every filed plan by assets

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

$18,528,847 Top 29% higher than 71% 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

Stratford Academy, Inc. Retirement 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. Stratford Academy, Inc. Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stratford Academy, Inc. Retirement Plan reported net income rose from -$340K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stratford Academy, Inc. Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Stratford Academy, Inc. Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580831002 · Stratford Academy, Inc. PY 2023 · Other

Stratford Academy, Inc. Retirement Plan · $19M · 130 · 71st

  • RANK $19M
  • PHOTO 130
  • IND 71st
  • EOY Other
  • 5500 near Hopewest 403(b) Plan
  • ASSETS ind #2014

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 →

Stratford Academy, Inc. Retirement Plan in the asset neighbourhood

United Association of Plumbers and Pipefitters Local 693 Annuity FundUnited Association of Plumbe…$19MNorth Hudson Community Action Corporation Tax Deferred AnnuityNorth Hudson Community Actio…$19MStratford Academy, Inc. Retirement PlanStratford Academy, Inc. Reti…$19MHopewest 403(b) Plan$19MConcorde Battery Corporation's 401(k) Profit Sharing PlanConcorde Battery Corporation…$19M
End-of-year total assets ($M) among Stratford Academy, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN580831002
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Academy, Inc.)

Sponsor-wide plan assets over time

All Stratford Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.085549334684796% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $20.6M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 123 $17M
2023 1 130 $19M
2024 1 109 $21M

Nearby Other Plans in Georgia

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

Stratford Academy, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Stratford Academy, Inc. Retirement Plan, Total assets ($B): 0.018528847 · Participants: 130Stratford Academy, Inc. Retirement 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
Stratford Academy, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Stratford Academy, Inc. Retirement Plan side-by-side with 3 peers →

Stratford Academy, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Hopewest 403(b) Plan in CO ($19M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Stratford Academy, Inc. Retirement Plan assets move in 2023? ▼
Stratford Academy, Inc. Retirement Plan grew at a solid clip - up 9.0% during 2023, from $17M to $19M. Reported net income was $2M.
How have Stratford Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Academy, Inc.'s sponsor-wide assets grew 21.1%, from $17M to $21M.
Which Other plans are similar in size to Stratford Academy, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hopewest 403(b) Plan in CO ($19M, 424 participants).
Which Other plans cover a similar participant headcount to Stratford Academy, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 580831002.

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.