Defined Benefit (Pension) · DOL Form 5500 · 2024

Northeast Georgia Health System, Inc. Pension Plan

Data updated 2026-08-11

$315M
Total assets: 744
Participants: 96th
Percentile by assets: $423,094
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$315M
total plan assets (2024 EOY): 744
covered participants: 96th
percentile by assets (of 123,622 plans): $423,094
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Georgia

Industry

Healthcare & Social Assistance

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs the 2024 asset distribution

By assets, Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Northeast Georgia Health System, Inc. plans on file

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.

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

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

Compare Northeast Georgia Health System, Inc. an… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan assets move in 2024? ▼

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan edged up modestly - up 1.9% during 2024, from $309M to $315M. Reported net income was $6M.

How have Northeast Georgia Health System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Northeast Georgia Health System, Inc.'s sponsor-wide assets grew 34.9%, from $861M to $1.2B.

Where does Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan rank by assets among Form 5500 filers? ▼

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sabic Innovative Plastics Pension Plan in TX ($315M, 664 participants).

Next read for Northeast Georgia Health System, Inc. an…

Scale reading

Ways to act on Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan's numbers.

By total assets, Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
Northeast Georgia Health System, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 581694090.