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Employer · plans filed under one EIN

Georgia Legal Services Program

Atlanta, GA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$23.9Mnet assets across plans
344participant records220 active
$501Kemployer contributions, latest plan years$2,277 per active record
$107KSchedule C compensation to organisations$311.62 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Georgia Legal Services Program's employer identification number (Atlanta, Georgia). Their latest filings total 344 participant records and $23.9M in net assets.

The largest is Georgia Legal Services Program Bargaining Unit Employees 403(b) Plan, a 403(b) plan with 194 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $501K and participant contributions $1.1M in the latest plan years; benefits paid were $1.4M. Schedule C compensation reported to service provider organisations totalled $107K.

Combined net assets moved from $3.3M in 2019 to $23.9M in 2024 (up 635%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Georgia Legal Services Program Bargaining Unit Employees 403(b) Plan403(b) plan2024194$6.0M$31,111$1,929$26K
Georgia Legal Services Program Management Retirement Plan403(b) plan2024150$17.9M$119,118$2,579$81K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2019: $3.3M2020: $4.0M2021: $4.9M2022: $17.0M2023: $20.8M2024: $23.9M$3.3M$23.9M2019202020222024
Combined net assets
2019: 1442020: 1512021: 1672022: 3172023: 3282024: 3441443442019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242344$23.9M$501K$1.1M
20232328$20.8M$457K$963K
20222317$17.0M$437K$814K
20211167$4.9M$172K$257K
20201151$4.0M$140K$193K
20191144$3.3M$83K$173K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Lincoln National CorporationContract Administrator2$66,132
UBS Financial Services, Inc.Consulting (general); Investment advisory (plan)2$41,065

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Lincoln National Corporation$66K
UBS Financial Services, Inc.$41K

Questions and answers

How many retirement plans does Georgia Legal Services Program have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Georgia Legal Services Program Bargaining Unit Employees 403(b) Plan and Georgia Legal Services Program Management Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Georgia Legal Services Program contribute to its plans?

$501,026 in employer contributions across these plans in their latest plan years, about $2,277 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Lincoln National Corporation and UBS Financial Services, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.