Other · DOL Form 5500 · 2022
Financial Accounting Foundation Retirement Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 140
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $712,005
- Avg per participant High balance/head
Official DOL plan name: Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · Sponsored by Financial Accounting Foundation · Connecticut · Other Services
$100M in assets, 140 participants
Financial Accounting Foundation's Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported $100M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,182 in Other Services (8,398 peers)
Coverage in Connecticut
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan covers 140 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $100M.
- #8,182
- in Other Services (8,398 peers)
- -16.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's outsized position by total assets
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$99,680,674 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (140 participants).
EBSA filing schedule strip
Filing strip 237211935 · Financial Accounting Foundation PY 2022 · Other
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · $100M · 140 · 93rd
- RANK $100M
- PHOTO 140
- IND 93rd
- EOY Other
- 5500 near The Wistar Institute Retirement Savings Program
- ASSETS ind #8182
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Connecticut →
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$19M |
| Employer EIN | 237211935 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Accounting Foundation)
Sponsor-wide plan assets over time
All Financial Accounting Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 31.871886513047905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 182 | $119M |
| 2023 | 2 | 180 | $138M |
| 2024 | 2 | 185 | $157M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Wistar Institute Retirement Savings Program in PA ($100M); by covered participants it is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 140 · 0 off
- Nashua Adult Learning Center, Inc. 403(b) Plan (NH) 140 · 0 off
- Guiding Eyes for the Blind 403(b) Plan (NY) 140 · 0 off
- Alameda County Community Food Bank 403(b) Plan (CA) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.