Defined Benefit (Pension) · DOL Form 5500 · 2024
Northeast Georgia Health System, Inc. Pension Plan
Data updated 2026-08-25
- $315M
- Total assets Above avg plan size
- 744
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $423,094
- Avg per participant High balance/head
Official DOL plan name: Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · Sponsored by Northeast Georgia Health System, Inc. · Georgia · Healthcare & Social Assistance
$315M in assets, 744 participants
Northeast Georgia Health System, Inc.'s Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported $315M in total assets and 744 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,266 in Healthcare & Social Assistance (16,916 peers)
Where Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits by assets
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits in the top 5% of all filed plans by assets, $315M for 744 participants (~$423,094/participant), up 1.9% in 2024.
- #16,266
- in Healthcare & Social Assistance (16,916 peers)
- +1.9%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's outsized position by total assets
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$314,782,217 Top 4% higher than 96% 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
Northeast Georgia Health System, Inc. and Affiliated Companies Pension 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. Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan sits mid-pack in the medium band (744 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan reported participants fell from 817 in the plan year 2023 filing to 744 in the plan year 2024 filing.
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan end-of-year assets rose from $309M in the plan year 2023 filing to $315M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581694090 · Northeast Georgia Health System, Inc. PY 2024 · Defined Benefit (Pension)
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan · $315M · 744 · 96th
- EIN $315M
- EIN 744
- EIN 96th
- EIN Defined Benefit (Pension)
- EIN near Sabic Innovative Plastics Pension Plan
- EIN ind #16266
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 →
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $309M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | $6M |
| Employer EIN | 581694090 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Georgia Health System, Inc.)
Sponsor-wide plan assets over time
All Northeast Georgia Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 34.943260289072406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,207 | $861M |
| 2023 | 2 | 10,881 | $1.0B |
| 2024 | 2 | 11,803 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Sabic Innovative Plastics Pension Plan in TX ($315M); by covered participants it is Teamsters Local Union No. 716 Pension Plan in IN (744 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($315M here).
- Sabic Innovative Plastics Pension Plan (TX) $315M · 664
- Emerson Process Management Power & Water Solutions, Inc. Pension Plan (MO) $315M · 318
- British Airways PLC Pension Plan (U.S.a.) (NY) $315M · 219
- Alex Lee, Inc. and Affiliates Pension Plan (NC) $315M · 6,439
Similar participant headcount
Nearest other-state filings by covered participants (744 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.