Other · DOL Form 5500 · 2024

Wesley Woods Senior Living Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
190
Participants Below avg headcount
46th
Percentile by assets National rank
$33,576
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesley Woods Senior Living 403(b) Plan · Sponsored by Wesley Woods Senior Living · Georgia · Healthcare & Social Assistance

$6M in assets, 190 participants

Wesley Woods Senior Living's Wesley Woods Senior Living 403(b) Plan reported $6M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,571 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Wesley Woods Senior Living 403(b) Plan covers 190 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#8,571
in Healthcare & Social Assistance (16,916 peers)
+2.3%
assets growth YoY

Wesley Woods Senior Living 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesley Woods Senior Living 403(b) Plan vs every filed plan by assets

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

$6,379,473 46th percentile higher than 46% 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

Wesley Woods Senior Living 403(b) 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. Wesley Woods Senior Living 403(b) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wesley Woods Senior Living 403(b) Plan reported net income fell from $906K in the plan year 2023 filing to $145K in the plan year 2024 filing.
  • Wesley Woods Senior Living 403(b) Plan reported participants fell from 201 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Wesley Woods Senior Living 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202157051 · Wesley Woods Senior Living PY 2024 · Other

Wesley Woods Senior Living 403(b) Plan · $6M · 190 · 46th

  • PHOTO $6M
  • PHOTO 190
  • PHOTO 46th
  • PHOTO Other
  • PHOTO near Freeman Regional Health Services 403(b) Plan
  • PHOTO ind #8571

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Wesley Woods Senior Living 403(b) Plan in the asset neighbourhood

Puff, Sierzega & Macfeeters LLC TrPuff, Sierzega & Macfeeters …$6MWesley Woods Senior Living 403(b) PlanWesley Woods Senior Living 4…$6MFreeman Regional Health Services 403(b) PlanFreeman Regional Health Serv…$6MUSA Lacrosse 403(b) Retirement PlanUSA Lacrosse 403(b) Retireme…$6MWestminster Christian School 403(b) PlanWestminster Christian School…$6M
End-of-year total assets ($M) among Wesley Woods Senior Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$145K
Employer EIN202157051
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Woods Senior Living)

Sponsor-wide plan assets over time

All Wesley Woods Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.705803377671298% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.33M $6.38M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 237 $5M
2023 1 201 $6M
2024 1 190 $6M

Nearby Other Plans in Georgia

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

Wesley Woods Senior Living 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Wesley Woods Senior Living 403(b) Plan, Total assets ($B): 0.006379473 · Participants: 190Wesley Woods Senior Living 403(b) 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
Wesley Woods Senior Living 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants

Wesley Woods Senior Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Freeman Regional Health Services 403(b) Plan in SD ($6M); by covered participants it is Saint Mary's Home of Erie 403(b) Plan in PA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Wesley Woods Senior Living 403(b) Plan assets move in 2024?
Wesley Woods Senior Living 403(b) Plan edged up modestly - up 2.3% during 2024, from $6M to $6M. Reported net income was $145K.
How have Wesley Woods Senior Living plan assets changed over time?
Across 3 plan years on file (2022-2024), Wesley Woods Senior Living's sponsor-wide assets grew 19.7%, from $5M to $6M.
Which Other plans are similar in size to Wesley Woods Senior Living 403(b) Plan?
Among Other plans in other states, the closest by assets is Freeman Regional Health Services 403(b) Plan in SD ($6M, 215 participants).
Which Other plans cover a similar participant headcount to Wesley Woods Senior Living 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Saint Mary's Home of Erie 403(b) Plan in PA (190 participants, $9M in assets).