Other · DOL Form 5500 · 2024
Whitefield Academy Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $89,610
- Avg per participant Below avg balance/head
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.
- #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.
- #1,673
- in Educational Services (3,638 peers)
- +15.1%
- assets growth YoY
Whitefield Academy 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Whitefield Academy 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,158,390 Top 37% higher than 63% 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
Whitefield Academy 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitefield Academy 403(b) Plan sits mid-pack in the medium band (158 participants).
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.
Plan-year Form 5500 strip
Filing strip 581224983 · Whitefield Academy PY 2024 · Other
Whitefield Academy 403(b) Plan · $14M · 158 · 63rd
- EOY $14M
- 5500 158
- ASSETS 63rd
- PCT Other
- EIN near Hattie Larlham 403(b) Retirement Savings Plan
- RANK ind #1673
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 →
Whitefield Academy 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Whitefield Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 39.1336588736734% vs 2022
- 2024 filing year
| 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.
- 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
Whitefield Academy 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Hattie Larlham 403(b) Retirement Savings Plan in OH ($14M); by covered participants it is Gateway Community Industries 403(b) Tda Plan in NY (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.