Other · DOL Form 5500 · 2023

Gainesville Independent School, Inc Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
57th
Percentile by assets National rank
$82,282
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeview Academy Tax-Deferred Annuity Plan · Sponsored by Gainesville Independent School, Inc · Georgia · Educational Services

$9M in assets, 115 participants

Gainesville Independent School, Inc's Lakeview Academy Tax-Deferred Annuity Plan reported $9M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,518 in Educational Services (3,735 peers)

Coverage in Georgia

Lakeview Academy Tax-Deferred Annuity Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#1,518
in Educational Services (3,735 peers)
+10.5%
assets growth YoY

Lakeview Academy Tax-Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Lakeview Academy Tax-Deferred Annuity Plan vs every filed plan by assets

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

$9,462,460 Top 43% higher than 57% 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

Lakeview Academy Tax-Deferred Annuity 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. Lakeview Academy Tax-Deferred Annuity Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Academy Tax-Deferred Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lakeview Academy Tax-Deferred Annuity Plan reported net income fell from $958K in the plan year 2022 filing to $902K in the plan year 2023 filing.
  • Lakeview Academy Tax-Deferred Annuity Plan reported participants rose from 113 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581077096 · Gainesville Independent School, Inc PY 2023 · Other

Lakeview Academy Tax-Deferred Annuity Plan · $9M · 115 · 57th

  • RANK $9M
  • PHOTO 115
  • IND 57th
  • EOY Other
  • 5500 near Associated Students, Inc. of Csu Sacramento Retirement Plan
  • ASSETS ind #1518

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 →

Lakeview Academy Tax-Deferred Annuity Plan in the asset neighbourhood

Madd 403b Plan$9MManet Community Health Center, Inc Tax ShelteredManet Community Health Cente…$9MJcc on the Palisades 403(b) Retirement PlanJcc on the Palisades 403(b) …$9MLakeview Academy Tax-Deferred Annuity PlanLakeview Academy Tax-Deferre…$9MAssociated Students, Inc. of Csu Sacramento Retirement PlanAssociated Students, Inc. of…$9M
End-of-year total assets ($M) among Lakeview Academy Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$902K
Employer EIN581077096
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gainesville Independent School, Inc)

Sponsor-wide plan assets over time

All Gainesville Independent School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.79250418148986% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.56M $9.91M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 113 $9M
2023 1 115 $9M
2024 1 119 $10M

Nearby Other Plans in Georgia

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

Lakeview Academy 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 ($B) Participants Lakeview Academy Tax-Deferred Annuity Plan, Total assets ($B): 0.00946246 · Participants: 115Lakeview Academy 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
Lakeview Academy Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Lakeview Academy Tax-Deferred Annuity Plan side-by-side with 3 peers →

Lakeview Academy Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Associated Students, Inc. of Csu Sacramento Retirement Plan in CA ($9M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Lakeview Academy Tax-Deferred Annuity Plan assets move in 2023? ▼
Lakeview Academy Tax-Deferred Annuity Plan grew at a solid clip - up 10.5% during 2023, from $9M to $9M. Reported net income was $902K.
How have Gainesville Independent School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gainesville Independent School, Inc's sponsor-wide assets grew 15.8%, from $9M to $10M.
Which Other plans are similar in size to Lakeview Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Associated Students, Inc. of Csu Sacramento Retirement Plan in CA ($9M, 50 participants).
Which Other plans cover a similar participant headcount to Lakeview Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Nurtury, Inc. 403(b) Plan in MA (115 participants, $2M 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 581077096.

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.