401(k) · DOL Form 5500 · 2024

Atlanta Heart Specialists, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
106
Participants Small participant base
71st
Percentile by assets National rank
$193,581
Avg per participant Above avg balance/head
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Official DOL plan name: Atlanta Heart Specialists, LLC 401(k) Plan · Sponsored by Atlanta Heart Specialists, LLC · Georgia · Healthcare & Social Assistance

$21M in assets, 106 participants

Atlanta Heart Specialists, LLC's Atlanta Heart Specialists, LLC 401(k) Plan reported $21M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,714 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Atlanta Heart Specialists, LLC 401(k) Plan covers 106 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.

#12,714
in Healthcare & Social Assistance (16,916 peers)
+15.0%
assets growth YoY

Atlanta Heart Specialists, LLC 401(k) Plan's outsized position by total assets

Atlanta Heart Specialists, LLC 401(k) Plan vs every filed plan by assets

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

$20,519,575 Top 29% higher than 71% 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 Specialists, LLC 401(k) 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 Specialists, LLC 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atlanta Heart Specialists, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Atlanta Heart Specialists, LLC 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Atlanta Heart Specialists, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582563008 · Atlanta Heart Specialists, LLC PY 2024 · 401(k)

Atlanta Heart Specialists, LLC 401(k) Plan · $21M · 106 · 71st

  • NET $21M
  • NET 106
  • NET 71st
  • NET 401(k)
  • NET near Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement
  • NET ind #12714

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 Specialists, LLC 401(k) Plan in the asset neighbourhood

Atlanta Heart Specialists, LLC 401(k) PlanAtlanta Heart Specialists, L…$21MCitizens Financial Corp. 401(k) Savings Plan and Trust AgreementCitizens Financial Corp. 401…$21MAso 401(k) Savings Plan$21MMerit Brass Co. 401(k) Profit Sharing Plan & TrustMerit Brass Co. 401(k) Profi…$21MAmerican Landscaping Partners 401(k) PlanAmerican Landscaping Partner…$21M
End-of-year total assets ($M) among Atlanta Heart Specialists, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN582563008
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Heart Specialists, LLC)

Sponsor-wide plan assets over time

All Atlanta Heart Specialists, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.67853880688487% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.5M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 93 $15M
2023 1 100 $18M
2024 1 106 $21M

Nearby 401(k) Plans in Georgia

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

Atlanta Heart Specialists, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Atlanta Heart Specialists, LLC 401(k) Plan, Total assets ($B): 0.020519575 · Participants: 106Atlanta Heart Specialists, LLC 401(k) 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
Atlanta Heart Specialists, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Atlanta Heart Specialists, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement in KY ($21M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Specialists, LLC 401(k) Plan assets move in 2024? ▼
Atlanta Heart Specialists, LLC 401(k) Plan grew sharply - up 15.0% during 2024, from $18M to $21M. Reported net income was $3M.
How have Atlanta Heart Specialists, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlanta Heart Specialists, LLC's sponsor-wide assets grew 36.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Atlanta Heart Specialists, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement in KY ($21M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Atlanta Heart Specialists, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A in assets).