Profit Sharing · DOL Form 5500 · 2022

The Geneva Foundation Profit Sharing Plan

Data updated 2026-08-11

$29M
Total assets
410
Participants
83rd
Percentile by assets
$71,654
Avg per participant
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Official DOL plan name: The Geneva Foundation 403(b) Plan · Sponsored by The Geneva Foundation · Washington · Professional & Technical Services

$29M in assets, 410 participants

The Geneva Foundation's The Geneva Foundation 403(b) Plan reported $29M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #17,924 in Professional & Technical Services (21,562 peers)

Coverage in Washington

The Geneva Foundation 403(b) Plan covers 410 participants in Washington, about 28% of the average Washington filer (state average ~1,476 per filing). Assets: $29M.

$29M
total plan assets (2022 EOY)
410
covered participants
83rd
percentile by assets (of 139,126 plans)
$71,654
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. The Geneva Foundation 403(b) Plan reports 410 participants - about 28% of that state average ($29M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN911593913
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Geneva Foundation)

$28M$30M$32M$34M$36M 202220232024 $29.4M $34.3M â–˛ +16.6%
Total plan assets by year, all The Geneva Foundation plans on file
Year Plans Participants Total Assets
2022 1 410 $29M
2023 1 377 $34M
2024 1 388 $34M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants

The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0200400600 Total assets ($M) Participants The Geneva Foundatio…Itron, Inc. Incentiv…Bill & Melinda Gates…SEIU 775 Secure Reti…Western Washington P…Peacehealth Southwes…
The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Geneva Foundation 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did The Geneva Foundation 403(b) Plan assets move in 2022?
The Geneva Foundation 403(b) Plan pulled back noticeably - down 13.5% during 2022, from $34M to $29M. Reported net income was -$5M.
How have The Geneva Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Geneva Foundation's sponsor-wide assets grew 16.6%, from $29M to $34M.
Where does The Geneva Foundation 403(b) Plan rank by assets among Form 5500 filers?
The Geneva Foundation 403(b) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Geneva Foundation 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Moody Bible Institute Match Savings Plan in IL ($29M, 1,496 participants).

Filing takeaways

Ways to act on The Geneva Foundation 403(b) Plan's numbers.