Profit Sharing · DOL Form 5500 · 2024

Atlanta Heart Associates, P.C. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
119
Participants Small participant base
69th
Percentile by assets National rank
$154,081
Avg per participant Above avg balance/head
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Official DOL plan name: Atlanta Heart Associates, P.C. Amended Profit Sharing Plan · Sponsored by Atlanta Heart Associates, P.C. · Georgia · Healthcare & Social Assistance

$18M in assets, 119 participants

Atlanta Heart Associates, P.C.'s Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported $18M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,421 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan covers 119 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#12,421
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan's outsized position by total assets

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs every filed plan by assets

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

$18,335,633 Top 31% higher than 69% 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

Atlanta Heart Associates, P.C. Amended Profit Sharing 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. Atlanta Heart Associates, P.C. Amended Profit Sharing Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Atlanta Heart Associates, P.C. Amended Profit Sharing Plan reported participants rose from 115 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581990255 · Atlanta Heart Associates, P.C. PY 2024 · Profit Sharing

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan · $18M · 119 · 69th

  • SCH $18M
  • EBSA 119
  • PART 69th
  • TYPE Profit Sharing
  • NET near Marklund Employee Retirement Savings Plan
  • BOOK ind #12421

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 →

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc.403(b) Thrift Plan for Emplo…$18MCentral New York Laborers' Annuity FundCentral New York Laborers' A…$18MAtlanta Heart Associates, P.C. Amended Profit Sharing PlanAtlanta Heart Associates, P.…$18MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$18MUri Employee's Retirement Pension PlanUri Employee's Retirement Pe…$18M
End-of-year total assets ($M) among Atlanta Heart Associates, P.C. Amended Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN581990255
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Heart Associates, P.C.)

Sponsor-wide plan assets over time

All Atlanta Heart Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 292.62317196119665% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $12.1M $47.7M ▲ +292.7%
Year Plans Participants Total Assets
2022 1 108 $12M
2023 1 115 $15M
2024 3 324 $48M

Nearby Profit Sharing Plans in Georgia

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

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Atlanta Heart Associates, P.C. Amended Profit Sharing Plan, Total assets ($B): 0.018335633 · Participants: 119Atlanta Heart Associates, P.C. Amended Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Atlanta Heart Associates, P.C. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Atlanta Heart Associates, P.C. Amended Profit Sharing Plan side-by-side with 3 peers →

Atlanta Heart Associates, P.C. Amended Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Marklund Employee Retirement Savings Plan in IL ($18M); by covered participants it is The Nephrology Group, Inc. Profit Sharing Plan and Trust in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Atlanta Heart Associates, P.C. Amended Profit Sharing Plan assets move in 2024? ▼
Atlanta Heart Associates, P.C. Amended Profit Sharing Plan grew sharply - up 19.8% during 2024, from $15M to $18M. Reported net income was $3M.
How have Atlanta Heart Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlanta Heart Associates, P.C.'s sponsor-wide assets grew 292.6%, from $12M to $48M.
Which Profit Sharing plans are similar in size to Atlanta Heart Associates, P.C. Amended Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Marklund Employee Retirement Savings Plan in IL ($18M, 540 participants).
Which Profit Sharing plans cover a similar participant headcount to Atlanta Heart Associates, P.C. Amended Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Nephrology Group, Inc. Profit Sharing Plan and Trust in CA (119 participants, $38M 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 581990255.

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.