Other · DOL Form 5500 · 2024

Magnolia Coastlands Ahec Retirement Plan

Data updated 2026-08-25

$988K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$197,626
Avg per participant Above avg balance/head
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Official DOL plan name: Magnolia Coastlands Ahec Ret Plan Type 403(b) · Sponsored by Magnolia Coastlands Ahec · Georgia · Educational Services

$988K in assets, 5 participants

Magnolia Coastlands Ahec's Magnolia Coastlands Ahec Ret Plan Type 403(b) reported $988K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #534 in Educational Services (3,638 peers)

Magnolia Coastlands Ahec multi-year trail

Magnolia Coastlands Ahec's plans moved +13.6% in assets from 2022 to 2024; this filing shows Magnolia Coastlands Ahec Ret Plan Type 403(b) at $988K / 5 participants.

#534
in Educational Services (3,638 peers)
+17.5%
assets growth YoY

Magnolia Coastlands Ahec Ret Plan Type 403(b) among the smaller filed plans by assets

Magnolia Coastlands Ahec Ret Plan Type 403(b) vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$988,131 23rd percentile higher than 23% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Magnolia Coastlands Ahec Ret Plan Type 403(b) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magnolia Coastlands Ahec Ret Plan Type 403(b) is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Magnolia Coastlands Ahec Ret Plan Type 403(b) reported net income rose from -$29K in the plan year 2023 filing to $147K in the plan year 2024 filing.
  • Magnolia Coastlands Ahec Ret Plan Type 403(b) reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Magnolia Coastlands Ahec Ret Plan Type 403(b) end-of-year assets rose from $841K in the plan year 2023 filing to $988K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582629853 · Magnolia Coastlands Ahec PY 2024 · Other

Magnolia Coastlands Ahec Ret Plan Type 403(b) · $988K · 5 · 23rd

  • IND $988K
  • EOY 5
  • 5500 23rd
  • ASSETS Other
  • PCT near Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017
  • EIN ind #534

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 →

Magnolia Coastlands Ahec Ret Plan Type 403(b) in the asset neighbourhood

Magnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$988KFarel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017Farel Byrd, Cpa, PA Retireme…$989KUpper Moreland Free Public Library 403(b) DC PlanUpper Moreland Free Public L…$995KS Brent Bahner PLLC Retirement PlanS Brent Bahner PLLC Retireme…$995KCarillon, Inc. Employee Savings PlanCarillon, Inc. Employee Savi…$979K
End-of-year total assets ($M) among Magnolia Coastlands Ahec Ret Plan Type 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Magnolia Coastlands Ahec multi-year asset trail

Sponsor-wide plan assets over time

All Magnolia Coastlands Ahec plans reported in each filing year

Latest sponsor-wide plan assets
$988K 13.571748750071835% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.87M $0.99M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 6 $870K
2023 1 4 $841K
2024 1 5 $988K

Magnolia Coastlands Ahec filing trail (2024)

Total Assets (Beginning of Year)$841K
Net Assets (End of Year)$988K
Net Income$147K
Employer EIN582629853
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Magnolia Coastlands Ahec Ret Plan Type 403(b) vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Magnolia Coastlands Ahec Ret Plan Type 403(b), Total assets ($B): 0.000988131 · Participants: 5Magnolia Coastlands Ahec Ret Plan Type 403(b)Wellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Magnolia Coastlands Ahec Ret Plan Type 403(b) vs. nearby Other plans in Georgia, assets vs. participants

Magnolia Coastlands Ahec Ret Plan Type 403(b)'s out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 in TN ($989K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Magnolia Coastlands Ahec Ret Plan Type 403(b) assets move in 2024?
Magnolia Coastlands Ahec Ret Plan Type 403(b) grew sharply - up 17.5% during 2024, from $841K to $988K. Reported net income was $147K.
How have Magnolia Coastlands Ahec plan assets changed over time?
Across 3 plan years on file (2022-2024), Magnolia Coastlands Ahec's sponsor-wide assets grew 13.6%, from $870K to $988K.
Where does Magnolia Coastlands Ahec Ret Plan Type 403(b) rank by assets among Form 5500 filers?
Magnolia Coastlands Ahec Ret Plan Type 403(b) ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Magnolia Coastlands Ahec Ret Plan Type 403(b)?
Among Other plans in other states, the closest by assets is Farel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017 in TN ($989K, 3 participants).
Which Other plans cover a similar participant headcount to Magnolia Coastlands Ahec Ret Plan Type 403(b)?
Among Other plans in other states, the closest by covered participants is 403(b) Paln Rfa Retirement Plan in MN (5 participants, N/A in assets).