Other · DOL Form 5500 · 2024

Georgia Rehabilitation Institute, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
14
Participants Small participant base
57th
Percentile by assets National rank
$746,115
Avg per participant High balance/head
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Official DOL plan name: Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan · Sponsored by Georgia Rehabilitation Institute, Inc. · Georgia · Healthcare & Social Assistance

$10M in assets, 14 participants

Georgia Rehabilitation Institute, Inc.'s Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported $10M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,507 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan holds $10M for 14 participants - about $746,115 per participant, above the median plan by assets.

#10,507
in Healthcare & Social Assistance (16,916 peers)
-3.1%
assets change YoY

The plan reported a net loss of $334K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$10,445,610 Top 43% higher than 57% 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

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported net income fell from -$178K in the plan year 2023 filing to -$334K in the plan year 2024 filing.
  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan reported participants fell from 17 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581705662 · Georgia Rehabilitation Institute, Inc. PY 2024 · Other

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan · $10M · 14 · 57th

  • NET $10M
  • BOOK 14
  • VS-ST 57th
  • BOY Other
  • SCH near Latham Centers Retirement Plan
  • EBSA ind #10507

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 →

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity PlanGeorgia Rehabilitation Insti…$10MLatham Centers Retirement PlanLatham Centers Retirement Pl…$10MFenimore Art Museum and the Farmers Museum Retirement PlanFenimore Art Museum and the …$10MCovenant Woods 403b Retirement Savings PlanCovenant Woods 403b Retireme…$10MMarianapolis Preparatory School Defined Contrib Ret PlanMarianapolis Preparatory Sch…$10M
End-of-year total assets ($M) among Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$334K
Employer EIN581705662
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia Rehabilitation Institute, Inc.)

Sponsor-wide plan assets over time

All Georgia Rehabilitation Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.677893060043306% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $11M $10.5M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 14 $11M
2023 1 17 $11M
2024 1 14 $10M

Nearby Other Plans in Georgia

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

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.01044561 · Participants: 14Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity PlanWellstar 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
Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Latham Centers Retirement Plan in MA ($10M); by covered participants it is Alliance for African Assistance Employees Plan 403(b) in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan edged down modestly - down 3.1% during 2024, from $11M to $10M. Reported net income was -$334K.
How have Georgia Rehabilitation Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgia Rehabilitation Institute, Inc.'s sponsor-wide assets declined 4.7%, from $11M to $10M.
Which Other plans are similar in size to Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Latham Centers Retirement Plan in MA ($10M, 257 participants).
Which Other plans cover a similar participant headcount to Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance for African Assistance Employees Plan 403(b) in CA (14 participants, N/A in assets).