Other · DOL Form 5500 · 2023

First Presbyterian Day School, Inc Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
137
Participants Small participant base
62nd
Percentile by assets National rank
$85,172
Avg per participant Below avg balance/head
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Official DOL plan name: First Presbyterian Day School, Inc. Tax Deferred Annuity Plan · Sponsored by First Presbyterian Day School, Inc · Georgia · Educational Services

$12M in assets, 137 participants

First Presbyterian Day School, Inc's First Presbyterian Day School, Inc. Tax Deferred Annuity Plan reported $12M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,679 in Educational Services (3,735 peers)

Coverage in Georgia

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan covers 137 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#1,679
in Educational Services (3,735 peers)
+14.2%
assets growth YoY

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$11,668,546 Top 38% higher than 62% 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

First Presbyterian Day School, Inc. 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. First Presbyterian Day School, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Presbyterian Day School, Inc. Tax Deferred Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Presbyterian Day School, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581083283 · First Presbyterian Day School, Inc PY 2023 · Other

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan · $12M · 137 · 62nd

  • EOY $12M
  • 5500 137
  • ASSETS 62nd
  • PCT Other
  • EIN near Elwyn California Defined Contribution 403b Plan
  • RANK ind #1679

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 →

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

First Presbyterian Day School, Inc. Tax Deferred Annuity PlanFirst Presbyterian Day Schoo…$12MElwyn California Defined Contribution 403b PlanElwyn California Defined Con…$12MRonald Reagan Presidential Foundation 403(b) DC PlanRonald Reagan Presidential F…$12MCds Life Transitions 403(b) PlanCds Life Transitions 403(b) …$12MNew York Stem Cell Foundation 403(b) PlanNew York Stem Cell Foundatio…$12M
End-of-year total assets ($M) among First Presbyterian Day School, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN581083283
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Presbyterian Day School, Inc)

Sponsor-wide plan assets over time

All First Presbyterian Day School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 21.490462032302958% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.4M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 137 $12M
2024 1 131 $12M

Nearby Other Plans in Georgia

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

First Presbyterian Day School, 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 ($B) Participants First Presbyterian Day School, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.011668546 · Participants: 137First Presbyterian Day School, 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
First Presbyterian Day School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare First Presbyterian Day School, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Elwyn California Defined Contribution 403b Plan in CA ($12M); by covered participants it is Nami 403(b) Plan in VA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 First Presbyterian Day School, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
First Presbyterian Day School, Inc. Tax Deferred Annuity Plan grew at a solid clip - up 14.2% during 2023, from $10M to $12M. Reported net income was $1M.
How have First Presbyterian Day School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Presbyterian Day School, Inc's sponsor-wide assets grew 21.5%, from $10M to $12M.
Which Other plans are similar in size to First Presbyterian Day School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Elwyn California Defined Contribution 403b Plan in CA ($12M, 917 participants).
Which Other plans cover a similar participant headcount to First Presbyterian Day School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Nami 403(b) Plan in VA (137 participants, $16M 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 581083283.

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.