401(k) · DOL Form 5500 · 2024

Augusta National, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
475
Participants Below avg headcount
85th
Percentile by assets National rank
$114,747
Avg per participant Below avg balance/head
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Official DOL plan name: Augusta National, Inc. Investment Savings Plan · Sponsored by Augusta National, Inc. · Georgia · Arts, Entertainment & Recreation

$55M in assets, 475 participants

Augusta National, Inc.'s Augusta National, Inc. Investment Savings Plan reported $55M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,672 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Georgia

Augusta National, Inc. Investment Savings Plan covers 475 participants in Georgia, about 43% of the average Georgia filer (state average ~1,096 per filing). Assets: $55M.

#2,672
in Arts, Entertainment & Recreation (2,921 peers)
+8.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Augusta National, Inc. Investment Savings Plan's outsized position by total assets

Augusta National, Inc. Investment Savings Plan vs every filed plan by assets

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

$54,504,977 Top 15% higher than 85% 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

Augusta National, Inc. Investment Savings 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. Augusta National, Inc. Investment Savings Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Augusta National, Inc. Investment Savings Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Augusta National, Inc. Investment Savings Plan reported participants rose from 430 in the plan year 2023 filing to 475 in the plan year 2024 filing.
  • Augusta National, Inc. Investment Savings Plan end-of-year assets rose from $50M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 580148990 · Augusta National, Inc. PY 2024 · 401(k)

Augusta National, Inc. Investment Savings Plan · $55M · 475 · 85th

  • BOY $55M
  • SCH 475
  • EBSA 85th
  • PART 401(k)
  • TYPE near Anders Minkler Huber & Helm LLP 401(k) Savings Plan
  • NET ind #2672

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 →

Augusta National, Inc. Investment Savings Plan in the asset neighbourhood

Amalgamated Sugar Company Hourly 401(k) PlanAmalgamated Sugar Company Ho…$55MAugusta National, Inc. Investment Savings PlanAugusta National, Inc. Inves…$55MAnders Minkler Huber & Helm LLP 401(k) Savings PlanAnders Minkler Huber & Helm …$55MAt Home 401(k) Savings Plan$55MTomy International, Inc. Retirement Savings PlanTomy International, Inc. Ret…$55M
End-of-year total assets ($M) among Augusta National, Inc. Investment Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$4M
Employer EIN580148990
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augusta National, Inc.)

Sponsor-wide plan assets over time

All Augusta National, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 24.618326320442492% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.8M $98.2M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 776 $79M
2023 2 790 $90M
2024 2 843 $98M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Augusta National, Inc. Investment Savings Plan, Total assets ($B): 0.054504977 · Participants: 475Augusta National, Inc. Investment Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Augusta National, Inc. Investment Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Augusta National, Inc. Investment Savings Plan side-by-side with 3 peers →

Augusta National, Inc. Investment Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Anders Minkler Huber & Helm LLP 401(k) Savings Plan in MO ($55M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Augusta National, Inc. Investment Savings Plan assets move in 2024? ▼
Augusta National, Inc. Investment Savings Plan grew at a solid clip - up 8.3% during 2024, from $50M to $55M. Reported net income was $4M.
How have Augusta National, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augusta National, Inc.'s sponsor-wide assets grew 24.6%, from $79M to $98M.
Where does Augusta National, Inc. Investment Savings Plan rank by assets among Form 5500 filers? ▼
Augusta National, Inc. Investment Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anders Minkler Huber & Helm LLP 401(k) Savings Plan in MO ($55M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Augusta National, Inc. Investment Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580148990.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.