Other · DOL Form 5500 · 2024
Annandale at Suwanee, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $27,072
- Avg per participant Low balance/head
Official DOL plan name: Annandale at Suwanee, Inc. 403(b) Plan · Sponsored by Annandale at Suwanee, Inc. · Georgia · Healthcare & Social Assistance
$5M in assets, 171 participants
Annandale at Suwanee, Inc.'s Annandale at Suwanee, Inc. 403(b) Plan reported $5M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,304 in Healthcare & Social Assistance (16,916 peers)
Coverage in Georgia
Annandale at Suwanee, Inc. 403(b) Plan covers 171 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.
- #7,304
- in Healthcare & Social Assistance (16,916 peers)
- +13.8%
- assets growth YoY
Annandale at Suwanee, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Annandale at Suwanee, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,629,392 41st percentile higher than 41% 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
Annandale at Suwanee, Inc. 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. Annandale at Suwanee, Inc. 403(b) Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annandale at Suwanee, Inc. 403(b) Plan reported participants rose from 150 in the plan year 2023 filing to 171 in the plan year 2024 filing.
- Annandale at Suwanee, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Annandale at Suwanee, Inc. 403(b) Plan reported net income fell from $609K in the plan year 2023 filing to $560K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 586081470 · Annandale at Suwanee, Inc. PY 2024 · Other
Annandale at Suwanee, Inc. 403(b) Plan · $5M · 171 · 41st
- PHOTO $5M
- PHOTO 171
- PHOTO 41st
- PHOTO Other
- PHOTO near Westside School 403(b) DC Plan
- PHOTO ind #7304
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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →
Annandale at Suwanee, Inc. 403(b) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $560K |
| Employer EIN | 586081470 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annandale at Suwanee, Inc.)
Sponsor-wide plan assets over time
All Annandale at Suwanee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 33.79544584879071% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $3M |
| 2023 | 1 | 150 | $4M |
| 2024 | 1 | 171 | $5M |
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
Annandale at Suwanee, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Westside School 403(b) DC Plan in WA ($5M); by covered participants it is League School for Autism 403(b) Plan in MA (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- League School for Autism 403(b) Plan (MA) 171 · 0 off
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 171 · 0 off
- Peninsula Institute for Community Health Inc 403(b) Plan (VA) 171 · 0 off
- National University of Health Sciences Defined Contribution Retirement Plan (IL) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.