Other · DOL Form 5500 · 2024
Whitefield Academy Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 158
- Participants
- 63rd
- Percentile by assets
- $89,610
- Avg per participant
Official DOL plan name: Whitefield Academy 403(b) Plan · Sponsored by Whitefield Academy · Georgia · Educational Services
$14M in assets, 158 participants
Whitefield Academy's Whitefield Academy 403(b) Plan reported $14M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 123,622 plans)
- #1,673 in Educational Services (3,638 peers)
Coverage in Georgia
Whitefield Academy 403(b) Plan covers 158 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.
- $14M
- total plan assets (2024 EOY)
- 158
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $89,610
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitefield Academy 403(b) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Whitefield Academy 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Whitefield Academy 403(b) Plan reported participants rose from 147 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Whitefield Academy 403(b) Plan reports 158 participants - about 14% of that state average ($14M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 581224983 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitefield Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $10M |
| 2023 | 1 | 147 | $12M |
| 2024 | 1 | 158 | $14M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
Whitefield Academy 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Whitefield Academy 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Whitefield Academy 403(b) Plan assets move in 2024? ▼
How have Whitefield Academy plan assets changed over time? ▼
Which Other plans are similar in size to Whitefield Academy 403(b) Plan? ▼
Next read for Whitefield Academy 403(b) Plan
Filing takeaways
Ways to act on Whitefield Academy 403(b) Plan's numbers.
- By total assets, Whitefield Academy 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- Whitefield Academy's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Educational Services plans