Profit Sharing · DOL Form 5500 · 2024

Fernbank Museum of Natural History Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
137
Participants Small participant base
51st
Percentile by assets National rank
$58,246
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fernbank Inc. Retirement Plan · Sponsored by Fernbank Museum of Natural History · Georgia · Arts, Entertainment & Recreation

$8M in assets, 137 participants

Fernbank Museum of Natural History's Fernbank Inc. Retirement Plan reported $8M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,021 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Georgia

Fernbank Inc. Retirement Plan covers 137 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#2,021
in Arts, Entertainment & Recreation (2,921 peers)
+17.0%
assets growth YoY

Fernbank Inc. Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Fernbank Inc. Retirement Plan vs every filed plan by assets

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

$7,979,737 Top 49% higher than 51% 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

Fernbank Inc. Retirement 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. Fernbank Inc. Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fernbank Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Fernbank Inc. Retirement Plan reported net income rose from $993K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fernbank Inc. Retirement Plan reported participants rose from 126 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 586028607 · Fernbank Museum of Natural History PY 2024 · Profit Sharing

Fernbank Inc. Retirement Plan · $8M · 137 · 51st

  • EIN $8M
  • EIN 137
  • EIN 51st
  • EIN Profit Sharing
  • EIN near Retirement Plan for Faculty and Administrators of Annapolis Area
  • EIN ind #2021

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Fernbank Inc. Retirement Plan in the asset neighbourhood

Ipe Profit Sharing Plan$8MBarbara Hall Productions Inc Profit Sharing PlanBarbara Hall Productions Inc…$8MHealthright 360 Profit Sharing PlanHealthright 360 Profit Shari…$8MFernbank Inc. Retirement Plan$8MRetirement Plan for Faculty and Administrators of Annapolis AreaRetirement Plan for Faculty …$8M
End-of-year total assets ($M) among Fernbank Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN586028607
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernbank Museum of Natural History)

Sponsor-wide plan assets over time

All Fernbank Museum of Natural History plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.937617025030036% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.83M $7.98M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 126 $7M
2024 1 137 $8M

Nearby Profit Sharing Plans in Georgia

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

Fernbank Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Fernbank Inc. Retirement Plan, Total assets ($B): 0.007979737 · Participants: 137Fernbank Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Fernbank Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Fernbank Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Retirement Plan for Faculty and Administrators of Annapolis Area in MD ($8M); by covered participants it is Prudential Lighting Profit Sharing Plan and Trust in CA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Fernbank Inc. Retirement Plan assets move in 2024? ▼
Fernbank Inc. Retirement Plan grew sharply - up 17.0% during 2024, from $7M to $8M. Reported net income was $1M.
How have Fernbank Museum of Natural History plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernbank Museum of Natural History's sponsor-wide assets grew 36.9%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Fernbank Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Faculty and Administrators of Annapolis Area in MD ($8M, 286 participants).
Which Profit Sharing plans cover a similar participant headcount to Fernbank Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prudential Lighting Profit Sharing Plan and Trust in CA (137 participants, $58M in assets).