Other · DOL Form 5500 · 2024

Gainesville Independent School, Inc Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
119
Participants Small participant base
56th
Percentile by assets National rank
$83,296
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeview Academy Tax-Deferred Annuity Plan · Sponsored by Gainesville Independent School, Inc · Georgia · Educational Services

$10M in assets, 119 participants

Gainesville Independent School, Inc's Lakeview Academy Tax-Deferred Annuity Plan reported $10M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,391 in Educational Services (3,638 peers)

Coverage in Georgia

Lakeview Academy Tax-Deferred Annuity Plan covers 119 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#1,391
in Educational Services (3,638 peers)
+4.8%
assets growth YoY

Lakeview Academy Tax-Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Lakeview Academy Tax-Deferred Annuity Plan vs every filed plan by assets

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

$9,912,239 Top 44% higher than 56% 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

Lakeview Academy 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. Lakeview Academy Tax-Deferred Annuity Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Academy Tax-Deferred Annuity Plan reported net income fell from $902K in the plan year 2023 filing to $450K in the plan year 2024 filing.
  • Lakeview Academy Tax-Deferred Annuity Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lakeview Academy Tax-Deferred Annuity Plan reported participants rose from 115 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581077096 · Gainesville Independent School, Inc PY 2024 · Other

Lakeview Academy Tax-Deferred Annuity Plan · $10M · 119 · 56th

  • EBSA $10M
  • EBSA 119
  • EBSA 56th
  • EBSA Other
  • EBSA near Goodwill Easter Seals Miami Valley 403(b) Plan
  • EBSA ind #1391

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 →

Lakeview Academy Tax-Deferred Annuity Plan in the asset neighbourhood

Goodwill Easter Seals Miami Valley 403(b) PlanGoodwill Easter Seals Miami …$10MCades Defined Contribution Retirement PlanCades Defined Contribution R…$10MLakeview Academy Tax-Deferred Annuity PlanLakeview Academy Tax-Deferre…$10MGrier School Tda Retirement Plan and DC Retirement PlanGrier School Tda Retirement …$10M401(k) Profit-Sharing Plan for Employees of Lighthouse Behavioral Wellness Centers, Inc.401(k) Profit-Sharing Plan f…$10M
End-of-year total assets ($M) among Lakeview Academy Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$450K
Employer EIN581077096
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gainesville Independent School, Inc)

Sponsor-wide plan assets over time

All Gainesville Independent School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.79250418148986% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.56M $9.91M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 113 $9M
2023 1 115 $9M
2024 1 119 $10M

Nearby Other Plans in Georgia

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

Lakeview Academy Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Lakeview Academy Tax-Deferred Annuity Plan, Total assets ($B): 0.009912239 · Participants: 119Lakeview Academy 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
Lakeview Academy Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Lakeview Academy Tax-Deferred Annuity Plan side-by-side with 3 peers →

Lakeview Academy Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Goodwill Easter Seals Miami Valley 403(b) Plan in OH ($10M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Lakeview Academy Tax-Deferred Annuity Plan assets move in 2024? ▼
Lakeview Academy Tax-Deferred Annuity Plan edged up modestly - up 4.8% during 2024, from $9M to $10M. Reported net income was $450K.
How have Gainesville Independent School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gainesville Independent School, Inc's sponsor-wide assets grew 15.8%, from $9M to $10M.
Which Other plans are similar in size to Lakeview Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Easter Seals Miami Valley 403(b) Plan in OH ($10M, 1,353 participants).
Which Other plans cover a similar participant headcount to Lakeview Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants, $3M 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 581077096.

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.