Other · DOL Form 5500 · 2024

Georgia Rehabilitation Institute, Inc. Retirement Plan

Data updated 2026-08-11

$10M
Total assets
14
Participants
57th
Percentile by assets
$746,115
Avg per participant
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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.

  • 57th percentile by assets (of 123,622 plans)
  • #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.

$10M
total plan assets (2024 EOY)
14
covered participants
57th
percentile by assets (of 123,622 plans)
$746,115
avg assets per participant

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.

Where Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan sits by total assets

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 $2,010,000,000 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

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 →

Other filing for Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan

Other filing for plan year 2024: EIN 581705662 ; effective since 1987-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$10.2M$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $11M $10.5M ▼ -4.7%
Total plan assets by year, all Georgia Rehabilitation Institute, Inc. plans on file
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

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 Rehabilitati…Wellstar Health Syst…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Navicent Health 403(…
Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Georgia Rehabilitation Institute,Inc. Ta…

Filing takeaways

Ways to act on Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity Plan's numbers.