Other · DOL Form 5500 · 2024
Piedmont University Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 284
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $155,295
- Avg per participant Above avg balance/head
Official DOL plan name: Piedmont University Tax Deferred Retirement Annuity P · Sponsored by Piedmont University · Georgia · Educational Services
$44M in assets, 284 participants
Piedmont University's Piedmont University Tax Deferred Retirement Annuity P reported $44M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,527 in Educational Services (3,638 peers)
Coverage in Georgia
Piedmont University Tax Deferred Retirement Annuity P covers 284 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $44M.
- #2,527
- in Educational Services (3,638 peers)
- +2.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Piedmont University Tax Deferred Retirement Annuity P's outsized position by total assets
Piedmont University Tax Deferred Retirement Annuity P vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,103,748 Top 17% higher than 83% 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
Piedmont University Tax Deferred Retirement Annuity P 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. Piedmont University Tax Deferred Retirement Annuity P sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Piedmont University Tax Deferred Retirement Annuity P reported net income fell from $3M in the plan year 2023 filing to $903K in the plan year 2024 filing.
- Piedmont University Tax Deferred Retirement Annuity P reported participants fell from 315 in the plan year 2023 filing to 284 in the plan year 2024 filing.
- Piedmont University Tax Deferred Retirement Annuity P end-of-year assets rose from $43M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 580566212 · Piedmont University PY 2024 · Other
Piedmont University Tax Deferred Retirement Annuity P · $44M · 284 · 83rd
- VS-ST $44M
- VS-ST 284
- VS-ST 83rd
- VS-ST Other
- VS-ST near The Roxbury Latin School 403(b) Retirement Plan
- VS-ST ind #2527
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 →
Piedmont University Tax Deferred Retirement Annuity P in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $903K |
| Employer EIN | 580566212 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Piedmont University)
Sponsor-wide plan assets over time
All Piedmont University plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 10.684073089750857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $40M |
| 2023 | 1 | 315 | $43M |
| 2024 | 1 | 284 | $44M |
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
Piedmont University Tax Deferred Retirement Annuity P's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is The Roxbury Latin School 403(b) Retirement Plan in MA ($44M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- The Roxbury Latin School 403(b) Retirement Plan (MA) $44M · 67
- The Institute for the International Education of Students 403(b) Defined Contribution Retirement Plan (IL) $44M · 289
- June Shelton School and Evaluation Center 403(b) DC and Tda Plan (TX) $44M · 320
- Green Vale School 403(b) DC Plan Ra (NY) $44M · 106
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- University of Massachusetts Global Defined Contribution Retirement Plan (CA) 284 · 0 off
- The Recovery Network of Programs, Inc. 403b Retirement Plan (CT) 284 · 0 off
- Mountain Island Charter School 403b Plan (NC) 284 · 0 off
- Challenge Enterprises of North Florida, Inc. Retirement Plan (FL) 284 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.