Other · DOL Form 5500 · 2024
The Alfred & Adele Davis Academy Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $212,706
- Avg per participant Above avg balance/head
Official DOL plan name: The Alfred & Adele Davis Academy, Inc. DC Plan · Sponsored by The Alfred & Adele Davis Academy · Georgia · Educational Services
$19M in assets, 89 participants
The Alfred & Adele Davis Academy's The Alfred & Adele Davis Academy, Inc. DC Plan reported $19M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,904 in Educational Services (3,638 peers)
The Alfred & Adele Davis Academy multi-year trail
The Alfred & Adele Davis Academy's plans moved +29.0% in assets from 2022 to 2024; this filing shows The Alfred & Adele Davis Academy, Inc. DC Plan at $19M / 89 participants.
- #1,904
- in Educational Services (3,638 peers)
- +13.3%
- assets growth YoY
The Alfred & Adele Davis Academy, Inc. DC Plan's outsized position by total assets
The Alfred & Adele Davis Academy, Inc. DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,930,860 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Alfred & Adele Davis Academy, Inc. DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Alfred & Adele Davis Academy, Inc. DC Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Alfred & Adele Davis Academy, Inc. DC Plan reported participants fell from 106 in the plan year 2023 filing to 89 in the plan year 2024 filing.
- The Alfred & Adele Davis Academy, Inc. DC Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- The Alfred & Adele Davis Academy, Inc. DC Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581970181 · The Alfred & Adele Davis Academy PY 2024 · Other
The Alfred & Adele Davis Academy, Inc. DC Plan · $19M · 89 · 69th
- ASSETS $19M
- PCT 89
- EIN 69th
- RANK Other
- PHOTO near 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated
- IND ind #1904
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 →
The Alfred & Adele Davis Academy, Inc. DC Plan in the asset neighbourhood
The Alfred & Adele Davis Academy multi-year asset trail
Sponsor-wide plan assets over time
All The Alfred & Adele Davis Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 28.974506447955463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $15M |
| 2023 | 1 | 106 | $17M |
| 2024 | 1 | 89 | $19M |
The Alfred & Adele Davis Academy filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 581970181 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
The Alfred & Adele Davis Academy, Inc. DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated in MN ($19M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated (MN) $19M · 443
- United Association of Plumbers and Pipefitters Local 693 Annuity Fund (VT) $19M · 267
- 403(b) Thrift Plan for Lutheran Social Ministries of Maryland, Inc. (MD) $19M · 999
- Employee Benefit Plan of Community Action Corporation of South Texas (TX) $19M · 652
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.