Other · DOL Form 5500 · 2024

First Presbyterian Day School, Inc Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
131
Participants Small participant base
60th
Percentile by assets National rank
$94,718
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Presbyterian Day School, Inc. Tax Deferred Annuity Plan · Sponsored by First Presbyterian Day School, Inc · Georgia · Educational Services

$12M in assets, 131 participants

First Presbyterian Day School, Inc's First Presbyterian Day School, Inc. Tax Deferred Annuity Plan reported $12M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,573 in Educational Services (3,638 peers)

Coverage in Georgia

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#1,573
in Educational Services (3,638 peers)
+6.3%
assets growth YoY

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$12,408,042 Top 40% higher than 60% 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

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Presbyterian Day School, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Presbyterian Day School, Inc. Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $739K in the plan year 2024 filing.
  • First Presbyterian Day School, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • First Presbyterian Day School, Inc. Tax Deferred Annuity Plan reported participants fell from 137 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581083283 · First Presbyterian Day School, Inc PY 2024 · Other

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan · $12M · 131 · 60th

  • SCH $12M
  • EBSA 131
  • PART 60th
  • TYPE Other
  • NET near The Barnes Foundation Defined Contribution Retirement Plan
  • BOOK ind #1573

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 →

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

403b Thrift Plan for Employees of Methodist Home for Children403b Thrift Plan for Employe…$12MFirst Presbyterian Day School, Inc. Tax Deferred Annuity PlanFirst Presbyterian Day Schoo…$12MThe Barnes Foundation Defined Contribution Retirement PlanThe Barnes Foundation Define…$12MThe Pathway School Defined Contribution Retirement PlanThe Pathway School Defined C…$12MUnited Medical Center 403(b) PlanUnited Medical Center 403(b)…$12M
End-of-year total assets ($M) among First Presbyterian Day School, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$739K
Employer EIN581083283
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Presbyterian Day School, Inc)

Sponsor-wide plan assets over time

All First Presbyterian Day School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 21.490462032302958% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.4M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 137 $12M
2024 1 131 $12M

Nearby Other Plans in Georgia

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

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants First Presbyterian Day School, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.012408042 · Participants: 131First Presbyterian Day School, 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
First Presbyterian Day School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare First Presbyterian Day School, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

First Presbyterian Day School, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Barnes Foundation Defined Contribution Retirement Plan in PA ($12M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 First Presbyterian Day School, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
First Presbyterian Day School, Inc. Tax Deferred Annuity Plan grew at a solid clip - up 6.3% during 2024, from $12M to $12M. Reported net income was $739K.
How have First Presbyterian Day School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Presbyterian Day School, Inc's sponsor-wide assets grew 21.5%, from $10M to $12M.
Which Other plans are similar in size to First Presbyterian Day School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Barnes Foundation Defined Contribution Retirement Plan in PA ($12M, 309 participants).
Which Other plans cover a similar participant headcount to First Presbyterian Day School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (131 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581083283.

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.