Other · DOL Form 5500 · 2024
Southern Regional Education Board Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 119
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $429,596
- Avg per participant High balance/head
Official DOL plan name: Sreb Retirement Plan · Sponsored by Southern Regional Education Board · Georgia · Educational Services
$51M in assets, 119 participants
Southern Regional Education Board's Sreb Retirement Plan reported $51M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,642 in Educational Services (3,638 peers)
Coverage in Georgia
Sreb Retirement Plan covers 119 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $51M.
- #2,642
- in Educational Services (3,638 peers)
- +5.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sreb Retirement Plan's outsized position by total assets
Sreb Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,121,940 Top 16% higher than 84% 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
Sreb Retirement 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. Sreb Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sreb Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sreb Retirement Plan reported participants rose from 110 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- Sreb Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 580566141 · Southern Regional Education Board PY 2024 · Other
Sreb Retirement Plan · $51M · 119 · 84th
- BOY $51M
- SCH 119
- EBSA 84th
- PART Other
- TYPE near Monadnock Community Hospital 403(b) Retirement Plan
- NET ind #2642
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 →
Sreb Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $2M |
| Employer EIN | 580566141 |
| Plan Effective Date | 1956-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Regional Education Board)
Sponsor-wide plan assets over time
All Southern Regional Education Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 17.29172308860521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $44M |
| 2023 | 1 | 110 | $49M |
| 2024 | 1 | 119 | $51M |
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
Sreb Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Monadnock Community Hospital 403(b) Retirement Plan in NH ($51M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Monadnock Community Hospital 403(b) Retirement Plan (NH) $51M · 572
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity (OR) $51M · 711
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan (CA) $51M · 119
- Copley Health Systems, Inc. 403(b) Retirement Plan (VT) $51M · 583
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 119 · 0 off
- Center for Early Education DC Retirement Plan (CA) 119 · 0 off
- San Francisco University High School DC Retirement Plan (CA) 119 · 0 off
- Lower East Side Tenement Museum 403b DC Plan #334 (NY) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.