Plan5500

Mount Berry, 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, Mount Berry, GA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $169,161,983 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Mount Berry

  • 3 loaded plans hold $169.2M in reported assets across 1 sponsors.
  • The largest, Berry College Defined Contribution Plan, holds 86% of reported Mount Berry plan assets.
  • Plans cover 2,599 participants — about 866 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$169.2MSummed across loaded plans$169,161,983
Total reported assets$169.2M$169,161,983
Total reported participants2.6K2,599
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$169.2M total assets
Net assets$169.2MLiabilities$0
Contributions & income
Employer contributions$3.1M
Participant contributions$2.6M
Total income / additions$28.8M
Expenses & distributions
Benefits paid / distributions$10.4M
Total expenses$10.5M
Net increase / (decrease)$18.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Berry, 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.

Computed from loaded plans

Mount Berry market comparison

Largest plan share of assets86%Berry College Defined Contribution Plan
Participants per plan866Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mount Berry

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Berry College Defined Contribution Plan$145.8M
    Berry College, Inc. · 2023
  2. 2
    Berry College Tax-Deferred Annuity Plan$23.4M
    Berry College, Inc. · 2023
  3. 3
    Group Insurance Plan For Active And Retired Employees Of Berry Collegenot reported in the loaded dataset
    Berry College, Inc. · 2023

Largest plans in Mount Berry → · Mount Berry plans by participants → · Mount Berry plans with financial data → · Mount Berry plans with provider compensation → · $1B+ plans in Mount Berry →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Berry, GA?
3 plan(s) reported by 1 sponsor(s) are loaded for Mount Berry, GA.

Related Form 5500 pages