$415.5B across 3,635 plans
According to DOL Form 5500 filings (plan year 2024), Georgia has 3,635 employer-sponsored retirement plans holding $415.5B in total assets for 3,985,079 participants, ranking 13th nationally by plan assets, with 75% structured as 401(k)s and an average of $114M per plan.
- 13th nationally by plan assets
- 75% 401(k) plans
The state in one line
Georgia hosts 3,635 employer-sponsored retirement plans holding $415.5B for 3,985,079 participants, the 13th-largest state by plan assets.
- $415.5B
- total plan assets
- 3,635
- employer plans
- $104,252
- avg assets per participant
- 75%
- of plans are 401(k)s
What the Form 5500 Data Shows for Georgia
Georgia: 3,635 employer-sponsored plans
(2,721 401(k)), $415.5B aggregate assets,
3,985,079 participants.
Average plan: $114M; largest is UPS Retirement Plan at $21.2B.
Leading sector by assets: Transportation & Warehousing (26%). These figures aggregate the 3,635 Form 5500 filings Georgia sponsors submitted for plan year 2024, counted by sponsor headquarters rather than participant residence; a plan administered in Georgia can cover workers across several states, and the methodology page details that HQ-vs-residence distinction.
DOL Form 5500 methodology + HQ-vs-residence caveats →
Transportation & Warehousing leads Georgia plan assets (26%)
Among plans headquartered here, Transportation & Warehousing accounts for $109.0B across 124 filings, ahead of Manufacturing at $61.1B. Sector mix is a Form 5500-derived signal: it reflects where sponsors file from, not where every participant lives.
DOL Form 5500 plan year 2024
Georgia hosts 134 ESOP filings
Employee Stock Ownership Plans here hold $4.4B. ESOP density is uneven across states; when the count clears a meaningful floor, the ESOP ranking and industry pages are the better drill-downs than a 401(k)-only read.
DOL Form 5500 plan year 2024
Where Georgia sits in the Form 5500 corpus
Georgia ranks in the upper half by plan assets (#13 of 56). Its totals are large enough for industry-mix and largest-plan concentration to matter more than the headline alone.
DOL Form 5500 plan year 2024
Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Shows the top 25 plans by total assets headquartered in Georgia, out of 130,145 ERISA-covered plans nationally. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - state is the plan sponsor's headquarters state as recorded on the Form 5500 filing.