Other · DOL Form 5500 · 2024
The Heritage School, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $46,050
- Avg per participant Low balance/head
Official DOL plan name: Heritage School of Newnan Retirement Plan · Sponsored by The Heritage School, Inc. · Georgia · Educational Services
$5M in assets, 107 participants
The Heritage School, Inc.'s Heritage School of Newnan Retirement Plan reported $5M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #970 in Educational Services (3,638 peers)
Coverage in Georgia
Heritage School of Newnan Retirement Plan covers 107 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.
- #970
- in Educational Services (3,638 peers)
- +0.2%
- assets growth YoY
Heritage School of Newnan Retirement Plan's mid-pack asset rank among Educational Services and all filers
Heritage School of Newnan Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,927,300 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heritage School of Newnan Retirement 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. Heritage School of Newnan Retirement Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage School of Newnan Retirement Plan reported net income fell from $103K in the plan year 2023 filing to $16K in the plan year 2024 filing.
- Heritage School of Newnan Retirement Plan reported participants rose from 100 in the plan year 2023 filing to 107 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581077670 · The Heritage School, Inc. PY 2024 · Other
Heritage School of Newnan Retirement Plan · $5M · 107 · 42nd
- BOOK $5M
- VS-ST 107
- BOY 42nd
- SCH Other
- EBSA near Community Health Professionals 403(b) Plan
- PART ind #970
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 Educational Services retirement plans → · Plans in Georgia →
Heritage School of Newnan Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $16K |
| Employer EIN | 581077670 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Heritage School, Inc.)
Sponsor-wide plan assets over time
All The Heritage School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 2.473715023121213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $5M |
| 2023 | 1 | 100 | $5M |
| 2024 | 1 | 107 | $5M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Heritage School of Newnan Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Community Health Professionals 403(b) Plan in OH ($5M); by covered participants it is Meadowbrook School DC Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 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.