Other · DOL Form 5500 · 2024

South Arts , Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
27th
Percentile by assets National rank
$56,462
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: South Arts Inc Tax Deferred Annuity Plan · Sponsored by South Arts , Inc. · Georgia · Arts, Entertainment & Recreation

$2M in assets, 27 participants

South Arts , Inc.'s South Arts Inc Tax Deferred Annuity Plan reported $2M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,503 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, South Arts Inc Tax Deferred Annuity Plan ranks #1,503 of 2,921 2024 filers by assets (1821% of the sector average)-$2M for 27 participants.

#1,503
in Arts, Entertainment & Recreation (2,921 peers)
-28.8%
assets change YoY

The plan reported a net loss of $618K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Arts Inc Tax Deferred Annuity Plan among the smaller filed plans by assets

South Arts Inc Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,524,478 27th percentile higher than 27% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

South Arts Inc Tax Deferred Annuity 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. South Arts Inc Tax Deferred Annuity Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Arts Inc Tax Deferred Annuity Plan reported net income fell from $355K in the plan year 2023 filing to -$618K in the plan year 2024 filing.
  • South Arts Inc Tax Deferred Annuity Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561129587 · South Arts , Inc. PY 2024 · Other

South Arts Inc Tax Deferred Annuity Plan · $2M · 27 · 27th

  • SCH $2M
  • SCH 27
  • SCH 27th
  • SCH Other
  • SCH near Florida Education Fund
  • SCH ind #1503

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

South Arts Inc Tax Deferred Annuity Plan in the asset neighbourhood

Florida Education Fund$2MSouth Arts Inc Tax Deferred Annuity PlanSouth Arts Inc Tax Deferred …$2MAlliance Health Management Services, LLC 403(b) PlanAlliance Health Management S…$2MCsl 403(b) Plan$2MCommunity Music Center$2M
End-of-year total assets ($M) among South Arts Inc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$618K
Employer EIN561129587
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Arts , Inc.)

Sponsor-wide plan assets over time

All South Arts , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.693471228426148% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $1.52M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 26 $2M
2023 1 27 $2M
2024 1 27 $2M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

South Arts Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants South Arts Inc Tax Deferred Annuity Plan, Total assets ($B): 0.001524478 · Participants: 27South Arts Inc Tax Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
South Arts Inc Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants

South Arts Inc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Florida Education Fund in FL ($2M); by covered participants it is Bronxville Montessori School in NY (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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.

Frequently Asked Questions

How did South Arts Inc Tax Deferred Annuity Plan assets move in 2024?
South Arts Inc Tax Deferred Annuity Plan declined sharply - down 28.8% during 2024, from $2M to $2M. Reported net income was -$618K.
How have South Arts , Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), South Arts , Inc.'s sponsor-wide assets declined 14.7%, from $2M to $2M.
Which Other plans are similar in size to South Arts Inc Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Florida Education Fund in FL ($2M, 19 participants).
Which Other plans cover a similar participant headcount to South Arts Inc Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Bronxville Montessori School in NY (27 participants, $1M in assets).