Athens, GA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Athens, GA has 47 loaded benefit plan(s) reported by 33 plan sponsor(s), with $601,120,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $601,120,949
- Total reported liabilities (EOY)
- $632,813
- Total reported net assets (EOY)
- $603,367,438
Contributions & income
- Employer contributions
- $22,970,070
- Participant contributions
- $28,043,033
- Total income / additions
- $137,313,434
Expenses & distributions
- Benefits paid / distributions
- $54,355,517
- Total expenses
- $56,413,194
- Net increase / (decrease)
- $80,900,240
Coverage
- Total reported participants
- 16,971
- Plans with financial statements
- 31
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athens, GA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Tift Regional Health System 403(B) Plan | Tift Regional Health System, Inc. | $376,030,229 | 2023 |
| Athens Orthopedic Clinic, P.A. 401(K) Profit Sharing Plan | Athens Orthopedic Clinic, P.A. | $45,173,683 | 2023 |
| Tiaa-Cref Annuity Plan For The Faculty And The Administration Of Athens Academy | Athens Academy, Inc. | $25,294,808 | 2023 |
| Zaxby'S Franchising, LLC 401(K) Plan | Zaxby'S Franchising LLC | $19,415,485 | 2023 |
| Reinicke Athens Inc. Employee Savings And Retirement Plan | Reinicke Athens Inc. | $18,505,802 | 2023 |
| Landmark Properties Real Estate Partners, LLC 401(K) Plan | Landmark Properties Real Estate Partners, LLC | $17,352,310 | 2023 |
| First American Bank & Trust Co. Cash Plan | First American Bank & Trust Company | $13,474,980 | 2023 |
| Blasingame, Burch, Garrard & Ashley, Pc 401(K) Plan | Blasingame, Burch, Garrard & Ashley, Pc | $13,410,761 | 2023 |
| Leon Farmer & Company 401(K) Plan | Leon Farmer & Company | $12,145,922 | 2023 |
| Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral Plan | Heyward Allen Motor Company, Inc. | $10,107,442 | 2023 |
| Spire Power Solutions L.P. Union Employees Retirement Savings Plan | Spire Power Solutions L.P. | $8,047,750 | 2023 |
| Dalton Carpet One 401(K) Savings Plan | Dco, Inc. | $6,795,372 | 2023 |
| Docebo 401k Plan | Docebo Na Inc. | $6,426,238 | 2023 |
| Athens Restaurant Employees' Health Plan | Zaxby'S Franchising LLC | $6,214,663 | 2023 |
| Trinity Accounting Group, P.C. 401(K) Profit Sharing Plan | Trinity Accounting Group, P.C. | $5,405,460 | 2023 |
| Terrapin Beer Company, LLC 401(K) Plan | Terrapin Beer Company, LLC | $3,458,620 | 2023 |
| Avants Operations, LLC 401(K) Plan | Avants Operations, LLC | $3,390,983 | 2023 |
| Rah 401(K) Plan | Remain At Home Senior Care, LLC | $2,926,839 | 2023 |
| Rwdc Industries 401(K) Plan | Rwdc Industries, LLC | $2,435,224 | 2023 |
| David H. Hulsey, D.D.S., P.C. Employees' Profit Sharing Plan And Trust | David H. Hulsey, D.D.S., P.C. | $1,248,733 | 2023 |
| Rl Barron Holdings Inc. Retirement Plan | Rl Barron Holdings Inc. | $820,018 | 2023 |
| Zaxby'S 401(K) Plan | Oxford Foods, Inc. | $730,767 | 2023 |
| Joma Construction Services, Inc. Employee Stock Ownership Plan | Joma Construction Services, Inc. | $501,600 | 2023 |
| Stephen Lober Plastic Surgery, Pc Profit Sharing Plan | Stephen Lober Plastic Surgery, Pc | $500,758 | 2023 |
| Pepperkat Inc. 401(K) Plan | Pepperkat Inc. | $485,117 | 2023 |
Largest plans in Athens → · Athens plans by participants → · Athens plans with financial data → · Athens plans with provider compensation → · $1B+ plans in Athens →
Related Form 5500 pages
- All GA Form 5500 filings
- Tift Regional Health System 403(B) Plan (plan 001)
- Tift Regional Health System, Inc. — all reported plans
- Athens Orthopedic Clinic, P.A. 401(K) Profit Sharing Plan (plan 001)
- Athens Orthopedic Clinic, P.A. — all reported plans
- Tiaa-Cref Annuity Plan For The Faculty And The Administration Of Athens Academy (plan 002)
- Athens Academy, Inc. — all reported plans
- Zaxby'S Franchising, LLC 401(K) Plan (plan 001)
- Zaxby'S Franchising LLC — all reported plans
- Reinicke Athens Inc. Employee Savings And Retirement Plan (plan 001)
- Reinicke Athens Inc. — all reported plans
- Landmark Properties Real Estate Partners, LLC 401(K) Plan (plan 001)
- Landmark Properties Real Estate Partners, LLC — all reported plans
- First American Bank & Trust Co. Cash Plan (plan 001)
- First American Bank & Trust Company — all reported plans
- Blasingame, Burch, Garrard & Ashley, Pc 401(K) Plan (plan 001)
- Blasingame, Burch, Garrard & Ashley, Pc — all reported plans
- Leon Farmer & Company 401(K) Plan (plan 001)
- Leon Farmer & Company — all reported plans
- Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral Plan (plan 004)
- Heyward Allen Motor Company, Inc. — all reported plans
- Spire Power Solutions L.P. Union Employees Retirement Savings Plan (plan 001)
- Spire Power Solutions L.P. — all reported plans
- Dalton Carpet One 401(K) Savings Plan (plan 001)
- Dco, Inc. — all reported plans
- Docebo 401k Plan (plan 001)
- Docebo Na Inc. — all reported plans
- Athens Restaurant Employees' Health Plan (plan 501)
- Trinity Accounting Group, P.C. 401(K) Profit Sharing Plan (plan 001)
- Trinity Accounting Group, P.C. — all reported plans
- Methodology
- Data sources