Other · DOL Form 5500 · 2023

Georgia Rehabilitation Institute, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
17
Participants Small participant base
60th
Percentile by assets National rank
$634,113
Avg per participant High balance/head
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Official DOL plan name: Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan · Sponsored by Georgia Rehabilitation Institute, Inc. · Georgia · Healthcare & Social Assistance

$11M in assets, 17 participants

Georgia Rehabilitation Institute, Inc.'s Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported $11M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,625 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan holds $11M for 17 participants - about $634,113 per participant, above the median plan by assets.

#11,625
in Healthcare & Social Assistance (17,684 peers)
-1.6%
assets change YoY

The plan reported a net loss of $178K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$10,779,917 Top 40% higher than 60% 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

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity 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. Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported net income fell from $138K in the plan year 2022 filing to -$178K in the plan year 2023 filing.
  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported participants rose from 14 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581705662 · Georgia Rehabilitation Institute, Inc. PY 2023 · Other

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan · $11M · 17 · 60th

  • PHOTO $11M
  • PHOTO 17
  • PHOTO 60th
  • PHOTO Other
  • PHOTO near Glenwood Inc. 403(b) Plan
  • PHOTO ind #11625

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 →

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Glenwood Inc. 403(b) Plan$11MCoteau Des Prairies Hospital and Clinic Employees Retirement PlanCoteau Des Prairies Hospital…$11MGeorgia Rehabilitation Institute,Inc. Tax Deferred Annuity PlanGeorgia Rehabilitation Insti…$11MBig Bend Hospice Retirement PlanBig Bend Hospice Retirement …$11M403(b) Thrift Plan of Human Services Center403(b) Thrift Plan of Human …$11M
End-of-year total assets ($M) among Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$178K
Employer EIN581705662
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia Rehabilitation Institute, Inc.)

Sponsor-wide plan assets over time

All Georgia Rehabilitation Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.677893060043306% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $11M $10.5M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 14 $11M
2023 1 17 $11M
2024 1 14 $10M

Nearby Other Plans in Georgia

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

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.010779917 · Participants: 17Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity 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
Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Glenwood Inc. 403(b) Plan in AL ($11M); by covered participants it is Virginia Child Care Resource and Referral Network in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan assets move in 2023?
Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan edged down modestly - down 1.6% during 2023, from $11M to $11M. Reported net income was -$178K.
How have Georgia Rehabilitation Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Georgia Rehabilitation Institute, Inc.'s sponsor-wide assets declined 4.7%, from $11M to $10M.
Which Other plans are similar in size to Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Glenwood Inc. 403(b) Plan in AL ($11M, 390 participants).
Which Other plans cover a similar participant headcount to Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Virginia Child Care Resource and Referral Network in VA (17 participants, $978K in assets).