401(k) · DOL Form 5500 · 2024

Atlanta Heart Specialists, LLC 401(k) Plan

Data updated 2026-08-11

$21M
Total assets
106
Participants
71st
Percentile by assets
$193,581
Avg per participant
PlainRetire home → About this data

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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
106
covered participants
71st
percentile by assets (of 123,622 plans)
$193,581
avg assets per participant

Where Atlanta Heart Specialists, LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Atlanta Heart Specialists, LLC 401(k) Plan reports 106 participants - about 10% of that state average ($21M EOY assets).

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)

$14M$16M$18M$20M$22M 202220232024 $15M $20.5M ▲ +36.7%
Total plan assets by year, all Atlanta Heart Specialists, LLC plans on file
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 ($B) Participants Atlanta Heart Specia…, Total assets ($B): 0.020519575 · Participants: 106Atlanta Heart Specia…The Teamster - UPS N…, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futur…
Atlanta Heart Specialists, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Atlanta Heart Specialists, LLC 401(k) Plan by total assets, not by location.

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).

Next read for Atlanta Heart Specialists, LLC 401(k) Pl…

Filing takeaways

Ways to act on Atlanta Heart Specialists, LLC 401(k) Plan's numbers.