Other · DOL Form 5500 · 2024
Atlanta Legal Aid Society, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $169,646
- Avg per participant Above avg balance/head
Official DOL plan name: Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · Sponsored by Atlanta Legal Aid Society, Inc. · Georgia · Professional & Technical Services
$20M in assets, 115 participants
Atlanta Legal Aid Society, Inc.'s Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported $20M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #13,921 in Professional & Technical Services (20,173 peers)
Coverage in Georgia
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $20M.
- #13,921
- in Professional & Technical Services (20,173 peers)
- +12.7%
- assets growth YoY
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s outsized position by total assets
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,509,237 Top 30% higher than 70% 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
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) 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. Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) reported participants fell from 128 in the plan year 2023 filing to 115 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 580568691 · Atlanta Legal Aid Society, Inc. PY 2024 · Other
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) · $20M · 115 · 70th
- NET $20M
- NET 115
- NET 70th
- NET Other
- NET near Sheridan School Defined Contribution Retirement Plan
- NET ind #13921
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity) in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 580568691 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlanta Legal Aid Society, Inc.)
Sponsor-wide plan assets over time
All Atlanta Legal Aid Society, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.60923440501125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $15M |
| 2023 | 1 | 128 | $17M |
| 2024 | 1 | 115 | $20M |
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
Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)'s out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Sheridan School Defined Contribution Retirement Plan in DC ($20M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sheridan School Defined Contribution Retirement Plan (DC) $20M · 64
- Ohio County Hospital Tax Deferred Annuity Retirement Plan (KY) $20M · 637
- Hillbrook School Defined Contribution Retirement Plan (CA) $20M · 89
- The Door-a Center of Alternatives, Inc. Defined Contribution Retirement Plan (NY) $20M · 447
Similar participant headcount
Nearest other-state filings by covered participants (115 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.