Other · DOL Form 5500 · 2024
The Lovett School, Inc. Retirement Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 675
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $186,200
- Avg per participant Above avg balance/head
Official DOL plan name: The Lovett School Retirement Plan · Sponsored by The Lovett School, Inc. · Georgia · Educational Services
$126M in assets, 675 participants
The Lovett School, Inc.'s The Lovett School Retirement Plan reported $126M in total assets and 675 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,133 in Educational Services (3,638 peers)
Where The Lovett School Retirement Plan sits by assets
The Lovett School Retirement Plan sits in the top 10% of all filed plans by assets, $126M for 675 participants (~$186,200/participant), up 7.7% in 2024.
- #3,133
- in Educational Services (3,638 peers)
- +7.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Lovett School Retirement Plan's outsized position by total assets
The Lovett School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$125,685,136 Top 8% higher than 92% 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
The Lovett School Retirement 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. The Lovett School Retirement Plan sits mid-pack in the medium band (675 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lovett School Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Lovett School Retirement Plan end-of-year assets rose from $117M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- The Lovett School Retirement Plan reported participants rose from 658 in the plan year 2023 filing to 675 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 580619038 · The Lovett School, Inc. PY 2024 · Other
The Lovett School Retirement Plan · $126M · 675 · 92nd
- RANK $126M
- PHOTO 675
- IND 92nd
- EOY Other
- 5500 near Froedtert Health, Inc 401(a) Retirement Plan
- ASSETS ind #3133
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 →
The Lovett School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $9M |
| Employer EIN | 580619038 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lovett School, Inc.)
Sponsor-wide plan assets over time
All The Lovett School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 21.90288091350177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 637 | $103M |
| 2023 | 1 | 658 | $117M |
| 2024 | 1 | 675 | $126M |
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
The Lovett School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Froedtert Health, Inc 401(a) Retirement Plan in WI ($126M); by covered participants it is St. Mary's University Defined Contribution Retirement Plan in TX (677 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
- Froedtert Health, Inc 401(a) Retirement Plan (WI) $126M · 1,993
- Drummond Company, Inc. Savings Plan for Salaried Employees (AL) $126M · 469
- The Wistar Institute Retirement Savings Program (PA) $125M · 319
- Maryville University 403(b) Savings Plan (MO) $125M · 1,594
Similar participant headcount
Nearest other-state filings by covered participants (675 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.