GA Form 5500 retirement and benefit plan filings
State 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, GA has 6,258 loaded benefit plan(s) reported by 4,289 plan sponsor(s), with $716,374,293,238 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6,258
- Plan sponsors
- 4,289
- Latest filing year
- 2023
What stands out in GA
- 6,258 loaded plans hold $716.4B in reported assets across 4,289 sponsors.
- The largest, Ups Group Trust, holds 7% of reported GA plan assets.
- Plans cover 9,894,372 participants — about 1,581 per plan.
- 65% of loaded plans report full Schedule H/I financial statements.
- 36% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Cities by loaded plan count
- Atlanta, GA — 2,025 plan(s)
- Alpharetta, GA — 389 plan(s)
- Marietta, GA — 231 plan(s)
- Savannah, GA — 173 plan(s)
- Norcross, GA — 146 plan(s)
- Duluth, GA — 139 plan(s)
- Roswell, GA — 119 plan(s)
- Kennesaw, GA — 118 plan(s)
- Macon, GA — 99 plan(s)
- Suwanee, GA — 97 plan(s)
- Lawrenceville, GA — 96 plan(s)
- Cumming, GA — 93 plan(s)
- Columbus, GA — 82 plan(s)
- Augusta, GA — 82 plan(s)
- Peachtree Corners, GA — 75 plan(s)
GA market comparison
Largest loaded GA plans
Bars show each plan's reported end-of-year assets relative to the largest.
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- 5Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan · Atlanta · 2023
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- 14Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan · Atlanta · 2023
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Largest GA plans → · GA plans by participants → · GA plans with financial data → · GA plans with provider compensation → · $1B+ GA plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for GA?
- 6,258 plan(s) reported by 4,289 sponsor(s) are loaded for GA.
Related Form 5500 pages
- Atlanta, GA Form 5500 filings
- Alpharetta, GA Form 5500 filings
- Marietta, GA Form 5500 filings
- Savannah, GA Form 5500 filings
- Norcross, GA Form 5500 filings
- Duluth, GA Form 5500 filings
- Roswell, GA Form 5500 filings
- Kennesaw, GA Form 5500 filings
- Macon, GA Form 5500 filings
- Suwanee, GA Form 5500 filings
- Lawrenceville, GA Form 5500 filings
- Cumming, GA Form 5500 filings
- Columbus, GA Form 5500 filings
- Augusta, GA Form 5500 filings
- Peachtree Corners, GA Form 5500 filings
- Ups Group Trust (plan 001)
- The Delta Air Lines, Inc. Defined Contribution Pla (plan 013)
- Invesco Short-Term Bond Fund (plan 215)
- Delta Master Trust (plan 007)
- The Teamster - Ups National 401(K) Tax Deferred Savings Plan (plan 003)
- Delta 401(K) Retirement Plan (plan 004)
- The Southern Company Pension Plan (plan 001)
- Invesco Stable Value Trust (plan 001)
- Ubc Russell 3000 Index Trust (plan 306)
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Methodology
- Data sources