Other · DOL Form 5500 · 2024
George Walton Academy, Inc Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 172
- Participants
- 69th
- Percentile by assets
- $109,589
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 172
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $109,589
- avg assets per participant
Where George Walton Academy 403(b) DC Plan sits 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
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. George Walton Academy 403(b) DC Plan reports 172 participants - about 16% of that state average ($19M EOY assets).
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)
| 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.
George Walton Academy 403(b) DC Plan vs. nearby Other plans in Georgia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to George Walton Academy 403(b) DC Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did George Walton Academy 403(b) DC Plan assets move in 2024? ▼
How have George Walton Academy, Inc plan assets changed over time? ▼
Which Other plans are similar in size to George Walton Academy 403(b) DC Plan? ▼
Next read for George Walton Academy 403(b) DC Plan
Filing takeaways
Ways to act on George Walton Academy 403(b) DC Plan's numbers.
- By total assets, George Walton Academy 403(b) DC Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- George Walton Academy, Inc's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Educational Services plans