Other · DOL Form 5500 · 2024
George Walton Academy, Inc Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $109,589
- Avg per participant Below avg balance/head
Official DOL plan name: George Walton Academy 403(b) DC Plan · Sponsored by George Walton Academy, Inc · Georgia · Educational Services
$19M in assets, 172 participants
George Walton Academy, Inc's George Walton Academy 403(b) DC Plan reported $19M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,901 in Educational Services (3,638 peers)
Coverage in Georgia
George Walton Academy 403(b) DC Plan covers 172 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.
- #1,901
- in Educational Services (3,638 peers)
- +4.5%
- assets growth YoY
George Walton Academy 403(b) DC Plan's outsized position by total assets
George Walton Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,849,360 Top 31% higher than 69% 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
George Walton Academy 403(b) DC 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. George Walton Academy 403(b) DC Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- George Walton Academy 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $817K in the plan year 2024 filing.
- George Walton Academy 403(b) DC Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- George Walton Academy 403(b) DC Plan reported participants rose from 166 in the plan year 2023 filing to 172 in the plan year 2024 filing.
DOL schedule card
Filing strip 581077042 · George Walton Academy, Inc PY 2024 · Other
George Walton Academy 403(b) DC Plan · $19M · 172 · 69th
- VS-ST $19M
- BOY 172
- SCH 69th
- EBSA Other
- PART near Resources for the Future, Inc. 403(b) Retirement
- TYPE ind #1901
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 →
George Walton Academy 403(b) DC Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $817K |
| Employer EIN | 581077042 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George Walton Academy, Inc)
Sponsor-wide plan assets over time
All George Walton Academy, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 14.8518263644647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $16M |
| 2023 | 1 | 166 | $18M |
| 2024 | 1 | 172 | $19M |
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
George Walton Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Resources for the Future, Inc. 403(b) Retirement in DC ($19M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Resources for the Future, Inc. 403(b) Retirement (DC) $19M · 58
- Ucp Matched Savings Plan (FL) $19M · 1,004
- Mounds Park Academy Retirement Plan (MN) $19M · 109
- Feed the Children Retirement Plan (OK) $19M · 189
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 172 · 0 off
- The Stony Brook School 403(b) Defined Contribution Plan (NY) 172 · 0 off
- 403(b) Thrift Plan for Employees of 18 Degrees, Inc. (MA) 172 · 0 off
- Corporation for Supportive Housing Retirement Plan (NY) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.