Other · DOL Form 5500 · 2023

Mount Vernon Presbyterian School Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
457
Participants Below avg headcount
72nd
Percentile by assets National rank
$43,066
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Vernon Presbyterian School, Inc. Retirement Plan · Sponsored by Mount Vernon Presbyterian School Inc. · Georgia · Educational Services

$20M in assets, 457 participants

Mount Vernon Presbyterian School Inc.'s Mount Vernon Presbyterian School, Inc. Retirement Plan reported $20M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,060 in Educational Services (3,735 peers)

Coverage in Georgia

Mount Vernon Presbyterian School, Inc. Retirement Plan covers 457 participants in Georgia, about 42% of the average Georgia filer (state average ~1,096 per filing). Assets: $20M.

#2,060
in Educational Services (3,735 peers)
+8.3%
assets growth YoY

Mount Vernon Presbyterian School, Inc. Retirement Plan's outsized position by total assets

Mount Vernon Presbyterian School, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,681,031 Top 28% higher than 72% of 127,068 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 2023

Mount Vernon Presbyterian School, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Vernon Presbyterian School, Inc. Retirement Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Vernon Presbyterian School, Inc. Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mount Vernon Presbyterian School, Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mount Vernon Presbyterian School, Inc. Retirement Plan reported participants fell from 480 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582054415 · Mount Vernon Presbyterian School Inc. PY 2023 · Other

Mount Vernon Presbyterian School, Inc. Retirement Plan · $20M · 457 · 72nd

  • TYPE $20M
  • TYPE 457
  • TYPE 72nd
  • TYPE Other
  • TYPE near National Council of State Boards of Nursing, Inc. 403(b) Tda Plan
  • TYPE ind #2060

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 →

Mount Vernon Presbyterian School, Inc. Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Nonprofit Finance Fund403(b) Thrift Plan for Nonpr…$20MNational Council of State Boards of Nursing, Inc. 403(b) Tda PlanNational Council of State Bo…$20MBaltimore Medical System,Inc.Tax Sheltered Annuity PlanBaltimore Medical System,Inc…$20MMount Vernon Presbyterian School, Inc. Retirement PlanMount Vernon Presbyterian Sc…$20MValley Regional Healthcare Savings and Retirement PlanValley Regional Healthcare S…$20M
End-of-year total assets ($M) among Mount Vernon Presbyterian School, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN582054415
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Vernon Presbyterian School Inc.)

Sponsor-wide plan assets over time

All Mount Vernon Presbyterian School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 21.868077129605847% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.2M $22.1M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 480 $18M
2023 1 457 $20M
2024 1 330 $22M

Nearby Other Plans in Georgia

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

Mount Vernon Presbyterian School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Mount Vernon Presbyterian School, Inc. Retirement Plan, Total assets ($B): 0.019681031 · Participants: 457Mount Vernon Presbyterian School, Inc. Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Mount Vernon Presbyterian School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Mount Vernon Presbyterian School, Inc. Retirement Plan side-by-side with 3 peers →

Mount Vernon Presbyterian School, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is National Council of State Boards of Nursing, Inc. 403(b) Tda Plan in IL ($20M); by covered participants it is Davidson College Retirement Plan in NC (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Vernon Presbyterian School, Inc. Retirement Plan assets move in 2023? ▼
Mount Vernon Presbyterian School, Inc. Retirement Plan grew at a solid clip - up 8.3% during 2023, from $18M to $20M. Reported net income was $2M.
How have Mount Vernon Presbyterian School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Vernon Presbyterian School Inc.'s sponsor-wide assets grew 21.9%, from $18M to $22M.
Which Other plans are similar in size to Mount Vernon Presbyterian School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Council of State Boards of Nursing, Inc. 403(b) Tda Plan in IL ($20M, 122 participants).
Which Other plans cover a similar participant headcount to Mount Vernon Presbyterian School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Davidson College Retirement Plan in NC (457 participants, $191M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582054415.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.