Other · DOL Form 5500 · 2024
Macon East Academy Retirement Plan
Data updated 2026-08-25
- $312K
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $8,921
- Avg per participant Low balance/head
Official DOL plan name: Macon East Academy Tax Sheltered 403(b) Plan · Sponsored by Macon East Academy · Alabama · Educational Services
$312K in assets, 35 participants
Macon East Academy's Macon East Academy Tax Sheltered 403(b) Plan reported $312K in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #356 in Educational Services (3,638 peers)
What the 2024 filing shows
Macon East Academy Tax Sheltered 403(b) Plan holds $312K for 35 participants - about $8,921 per participant, among the smaller plans by assets on file.
- #356
- in Educational Services (3,638 peers)
- +3.4%
- assets growth YoY
Macon East Academy Tax Sheltered 403(b) Plan among the smaller filed plans by assets
Macon East Academy Tax Sheltered 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$312,238 14th percentile higher than 14% 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
Macon East Academy Tax Sheltered 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macon East Academy Tax Sheltered 403(b) Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Macon East Academy Tax Sheltered 403(b) Plan reported net income fell from $13K in the plan year 2023 filing to $10K in the plan year 2024 filing.
- Macon East Academy Tax Sheltered 403(b) Plan end-of-year assets rose from $302K in the plan year 2023 filing to $312K in the plan year 2024 filing.
- Macon East Academy Tax Sheltered 403(b) Plan reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630588643 · Macon East Academy PY 2024 · Other
Macon East Academy Tax Sheltered 403(b) Plan · $312K · 35 · 14th
- PHOTO $312K
- PHOTO 35
- PHOTO 14th
- PHOTO Other
- PHOTO near Ap/M 401(k) Plan
- PHOTO ind #356
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 Alabama →
Macon East Academy Tax Sheltered 403(b) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $302K |
|---|---|
| Net Assets (End of Year) | $312K |
| Net Income | $10K |
| Employer EIN | 630588643 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macon East Academy)
Sponsor-wide plan assets over time
All Macon East Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $312K 7.957527582522829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $289K |
| 2023 | 1 | 34 | $302K |
| 2024 | 1 | 35 | $312K |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
Macon East Academy Tax Sheltered 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Ap/M 401(k) Plan in IA ($312K); by covered participants it is Stoneleigh-Burnham School 403(b) DC Plan in MA (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($312K here).
- Ap/M 401(k) Plan (IA) $312K · 1
- Ap/M 401(k) Plan (IA) $312K · 1
- Baker Funeral Homes Inc. Profit Sharing Plan (OH) $307K · 2
- Stock Bonus Plan of Scientific Analytical Institute Inc (NC) $321K · 28
Similar participant headcount
Nearest other-state filings by covered participants (35 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.