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
- Total reported assets (EOY)
- $716,374,293,238
- Latest filing year
- 2023
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)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ups Group Trust | United Parcel Service Of America, Inc. | Atlanta | $51,385,396,220 | 2023 |
| The Delta Air Lines, Inc. Defined Contribution Pla | Delta Air Lines, Inc | Atlanta | $30,762,042,412 | 2023 |
| Invesco Short-Term Bond Fund | Invesco Trust Company | Atlanta | $20,774,465,541 | 2023 |
| Delta Master Trust | Delta Air Lines, Inc. | Atlanta | $20,499,447,984 | 2023 |
| The Teamster - Ups National 401(K) Tax Deferred Savings Plan | Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan | Atlanta | $17,183,099,452 | 2023 |
| Delta 401(K) Retirement Plan | Delta Air Lines, Inc. | Atlanta | $16,184,491,444 | 2023 |
| The Southern Company Pension Plan | Southern Company Services, Inc. | Atlanta | $15,596,954,837 | 2023 |
| Invesco Stable Value Trust | Invesco Trust Company | Atlanta | $14,461,574,568 | 2023 |
| Ubc Russell 3000 Index Trust | Invesco Trust Company | Atlanta | $14,392,325,552 | 2023 |
| Delta 401(K) Retirement Plan For Pilots | Delta Air Lines, Inc. | Atlanta | $13,670,948,783 | 2023 |
| Ups 401(K) Savings Plan | United Parcel Service Of America, Inc. | Atlanta | $13,111,089,897 | 2023 |
| The Home Depot Futurebuilder Trust | The Home Depot, Inc. | Atlanta | $12,914,441,254 | 2023 |
| The Home Depot Futurebuilder | The Home Depot, Inc. | Atlanta | $12,585,718,117 | 2023 |
| Ups/Ibt Full-Time Employee Pension Plan | Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan | Atlanta | $12,285,105,757 | 2023 |
| Ups Pension Plan | United Parcel Service Of America, Inc. | Atlanta | $9,733,665,646 | 2023 |
Largest GA plans → · GA plans with financial data → · $1B+ GA plans →
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