Other · DOL Form 5500 · 2024

The Alfred & Adele Davis Academy Retirement Plan

Data updated 2026-08-11

$19M
Total assets
89
Participants
69th
Percentile by assets
$212,706
Avg per participant
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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.

  • 69th percentile by assets (of 123,622 plans)
  • #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.

$19M
total plan assets (2024 EOY)
89
covered participants
69th
percentile by assets (of 123,622 plans)
$212,706
avg assets per participant

Where The Alfred & Adele Davis Academy, Inc. DC Plan sits 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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State

The Alfred & Adele Davis Academy across 3 plan years on file

Across the 3 plan years The Alfred & Adele Davis Academy has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 29.0%, while reported participants moved from 100 to 89 (-11.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).

The Alfred & Adele Davis Academy multi-year asset trail

$14M$16M$18M$20M 202220232024 $14.7M $18.9M ▲ +29.0%
Total plan assets by year, all The Alfred & Adele Davis Academy plans on file
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 EIN581970181
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

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

The Alfred & Adele Davis Academy, Inc. DC Plan vs. nearby Other plans in Georgia, assets vs. participants

The Alfred & Adele Davis Academy, Inc. DC Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants The Alfred & Adele D…Wellstar Health Syst…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Navicent Health 403(…
The Alfred & Adele Davis Academy, Inc. DC Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Alfred & Adele Davis Academy, Inc. DC Plan by total assets, not by location.

Frequently Asked Questions

How did The Alfred & Adele Davis Academy, Inc. DC Plan assets move in 2024?
The Alfred & Adele Davis Academy, Inc. DC Plan grew at a solid clip - up 13.3% during 2024, from $17M to $19M. Reported net income was $2M.
How have The Alfred & Adele Davis Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), The Alfred & Adele Davis Academy's sponsor-wide assets grew 29.0%, from $15M to $19M.
Which Other plans are similar in size to The Alfred & Adele Davis Academy, Inc. DC Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated in MN ($19M, 443 participants).

Next read for The Alfred & Adele Davis Academy, Inc. D…

Multi-year trail

Ways to act on The Alfred & Adele Davis Academy, Inc. DC Plan's numbers.