Gainesville, 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, Gainesville, GA has 70 loaded benefit plan(s) reported by 52 plan sponsor(s), with $1,647,284,529 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 70
- Plan sponsors
- 52
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,647,284,529
- Total reported liabilities (EOY)
- $9,786
- Total reported net assets (EOY)
- $1,647,274,743
Contributions & income
- Employer contributions
- $50,406,831
- Participant contributions
- $92,102,491
- Total income / additions
- $376,896,137
Expenses & distributions
- Benefits paid / distributions
- $135,572,942
- Total expenses
- $139,597,937
- Net increase / (decrease)
- $237,298,200
Coverage
- Total reported participants
- 51,611
- Plans with financial statements
- 46
- Plans with provider compensation
- 30
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gainesville, 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 |
|---|---|---|---|
| Ne Georgia Health System 401k Retirement Savings Plan | Ne Georgia Health System, Inc. | $710,216,453 | 2023 |
| Northeast Georgia Health System, Inc. And Affiliated Companies Pension Plan | Northeast Georgia Health System, Inc. | $308,985,265 | 2023 |
| The Longstreet Clinic, P. C. 401(K) Plan And Trust | The Longstreet Clinic, P.C. | $132,052,222 | 2023 |
| Mar-Jac Poultry, Inc. 401(K) And Profit Sharing Plan | Mar-Jac Poultry, Inc. | $80,657,749 | 2023 |
| Brenau University 403(B) Defined Contribution Plan | Brenau University | $63,187,376 | 2023 |
| Mansfield Oil Company Of Gainesville 401(K) Plan | Mansfield Oil Company Of Gainesville, Inc. | $45,746,460 | 2023 |
| Anesthesia Associates Of Gainesville, LLC 401(K) | Anesthesia Associates Of | $43,578,482 | 2023 |
| Cottrell, Inc. 401(K) Retirement Plan | Cottrell, Inc. | $24,967,152 | 2023 |
| Carroll Daniel Construction Company Retirement Plan | Carroll Daniel Construction Company | $23,186,185 | 2023 |
| Burgess Information Systems Inc. Employees Savings Trust | Burgess Information Systems Inc. | $22,553,881 | 2023 |
| Homestar Financial Corporation 401(K) Profit Sharing Plan And Trust | Homestar Financial Corporation | $21,466,141 | 2023 |
| Americas Home Place, Inc. Profit Sharing Plan | Americas Home Place, Inc. | $17,479,747 | 2023 |
| Riverside Military Academy, Inc. Defined Contribution Retirement Plan | Riverside Military Academy, Inc. | $17,079,349 | 2023 |
| Ims Gear Holding Inc 401k Plan & Trust | Ims Gear Holding Inc | $14,425,477 | 2023 |
| City Plumbing & Electric Supply Co., Inc. 401(K) Plan | City Plumbing & Electric Supply Co. Inc. | $14,308,760 | 2023 |
| Ninth District Opportunity, Inc. 403(B) Plan | Ninth District Opportunity, Inc. | $12,269,006 | 2023 |
| Syfan Logistics 401(K) Plan | Syfan Logistics, Inc. | $11,719,576 | 2023 |
| Gastroenterology Associates Of Gainesville, P.C. 401(K) Plan | Gastroenterology Associates Of Gainesville, P.C. | $11,425,591 | 2023 |
| Northeast Georgia Plastic Surgery, P. C. 401(K) Profit Sharing Plan | Northeast Georgia Plastic Surgery, P. C. | $10,723,920 | 2023 |
| Lakeview Academy Tax-Deferred Annuity Plan | Gainesville Independent School, Inc | $9,462,460 | 2023 |
| Specialty Management, Inc. 401(K) Profit Sharing Plan | Specialty Management, Inc. | $9,155,818 | 2023 |
| Hayes 401(K) Profit Sharing Plan | Hayes Chrysler Dodge Jeep, Inc. | $6,774,440 | 2023 |
| Gibson Dental Designs, Inc. Profit Sharing & 401(K) Plan | Gibson Dental Designs, Inc. | $6,679,275 | 2023 |
| Gold Creek Foods 401(K) Plan | Gold Creek Foods | $5,266,570 | 2023 |
| King Green 401(K) Plan | King Green Of Northeast Georgia, Inc. | $4,911,978 | 2023 |
Largest plans in Gainesville → · Gainesville plans by participants → · Gainesville plans with financial data → · Gainesville plans with provider compensation → · $1B+ plans in Gainesville →
Related Form 5500 pages
- All GA Form 5500 filings
- Ne Georgia Health System 401k Retirement Savings Plan (plan 002)
- Ne Georgia Health System, Inc. — all reported plans
- Northeast Georgia Health System, Inc. And Affiliated Companies Pension Plan (plan 001)
- The Longstreet Clinic, P. C. 401(K) Plan And Trust (plan 001)
- The Longstreet Clinic, P.C. — all reported plans
- Mar-Jac Poultry, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Mar-Jac Poultry, Inc. — all reported plans
- Brenau University 403(B) Defined Contribution Plan (plan 002)
- Brenau University — all reported plans
- Mansfield Oil Company Of Gainesville 401(K) Plan (plan 001)
- Mansfield Oil Company Of Gainesville, Inc. — all reported plans
- Anesthesia Associates Of Gainesville, LLC 401(K) (plan 003)
- Anesthesia Associates Of — all reported plans
- Cottrell, Inc. 401(K) Retirement Plan (plan 002)
- Cottrell, Inc. — all reported plans
- Carroll Daniel Construction Company Retirement Plan (plan 001)
- Carroll Daniel Construction Company — all reported plans
- Burgess Information Systems Inc. Employees Savings Trust (plan 001)
- Burgess Information Systems Inc. — all reported plans
- Homestar Financial Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Homestar Financial Corporation — all reported plans
- Americas Home Place, Inc. Profit Sharing Plan (plan 001)
- Americas Home Place, Inc. — all reported plans
- Riverside Military Academy, Inc. Defined Contribution Retirement Plan (plan 001)
- Riverside Military Academy, Inc. — all reported plans
- Ims Gear Holding Inc 401k Plan & Trust (plan 001)
- Ims Gear Holding Inc — all reported plans
- City Plumbing & Electric Supply Co., Inc. 401(K) Plan (plan 001)
- City Plumbing & Electric Supply Co. Inc. — all reported plans
- Methodology
- Data sources