Defined Benefit (Pension) · DOL Form 5500 · 2023

Augusta National, Inc. Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
360
Participants Below avg headcount
83rd
Percentile by assets National rank
$111,526
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Augusta National, Inc. · Sponsored by Augusta National, Inc. · Georgia · Arts, Entertainment & Recreation

$40M in assets, 360 participants

Augusta National, Inc.'s Retirement Plan for Employees of Augusta National, Inc. reported $40M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,650 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Georgia

Retirement Plan for Employees of Augusta National, Inc. covers 360 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $40M.

#2,650
in Arts, Entertainment & Recreation (2,945 peers)
+9.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Plan for Employees of Augusta National, Inc.'s outsized position by total assets

Retirement Plan for Employees of Augusta National, Inc. vs every filed plan by assets

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

$40,149,477 Top 17% higher than 83% 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

Retirement Plan for Employees of Augusta National, Inc. 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. Retirement Plan for Employees of Augusta National, Inc. sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Augusta National, Inc. reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Retirement Plan for Employees of Augusta National, Inc. reported participants fell from 425 in the plan year 2022 filing to 360 in the plan year 2023 filing.
  • Retirement Plan for Employees of Augusta National, Inc. end-of-year assets rose from $37M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580148990 · Augusta National, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Augusta National, Inc. · $40M · 360 · 83rd

  • TYPE $40M
  • TYPE 360
  • TYPE 83rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Ufcw-Giant Variable Annuity Fund
  • TYPE ind #2650

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Retirement Plan for Employees of Augusta National, Inc. in the asset neighbourhood

Hourly Employees Pension Plan (Multiplant)Hourly Employees Pension Pla…$40MRetirement Plan for Employees of Augusta National, Inc.Retirement Plan for Employee…$40MUfcw-Giant Variable Annuity FundUfcw-Giant Variable Annuity …$40MFarmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$40MJamaica Bearings Co., Inc. Pension TrustJamaica Bearings Co., Inc. P…$40M
End-of-year total assets ($M) among Retirement Plan for Employees of Augusta National, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN580148990
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augusta National, Inc.)

Sponsor-wide plan assets over time

All Augusta National, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 24.618326320442492% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.8M $98.2M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 776 $79M
2023 2 790 $90M
2024 2 843 $98M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Augusta National, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Augusta National, Inc., Total assets ($B): 0.040149477 · Participants: 360Retirement Plan for Employees of Augusta National, Inc.The Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Retirement Plan for Employees of Augusta National, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Retirement Plan for Employees of Augusta National, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Augusta National, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Ufcw-Giant Variable Annuity Fund in MD ($40M); by covered participants it is Grassi & Co. Cpas, PC Cash Balance Plan in NY (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Retirement Plan for Employees of Augusta National, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Augusta National, Inc. grew at a solid clip - up 9.8% during 2023, from $37M to $40M. Reported net income was $4M.
How have Augusta National, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusta National, Inc.'s sponsor-wide assets grew 24.6%, from $79M to $98M.
Where does Retirement Plan for Employees of Augusta National, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Augusta National, Inc. ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Augusta National, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw-Giant Variable Annuity Fund in MD ($40M, 9,179 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Augusta National, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Grassi & Co. Cpas, PC Cash Balance Plan in NY (360 participants, $7M 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 580148990.

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.