Profit Sharing · DOL Form 5500 · 2022
The Geneva Foundation Profit Sharing Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 410
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $71,654
- Avg per participant Below avg balance/head
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.
- #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.
- #17,924
- in Professional & Technical Services (21,562 peers)
- -13.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
The Geneva Foundation 403(b) Plan's outsized position by total assets
The Geneva Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,378,226 Top 17% higher than 83% 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
The Geneva Foundation 403(b) 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. The Geneva Foundation 403(b) Plan sits mid-pack in the medium band (410 participants).
DOL schedule card
Filing strip 911593913 · The Geneva Foundation PY 2022 · Profit Sharing
The Geneva Foundation 403(b) Plan · $29M · 410 · 83rd
- IND $29M
- EOY 410
- 5500 83rd
- ASSETS Profit Sharing
- PCT near Moody Bible Institute Match Savings Plan
- EIN ind #17924
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 Professional & Technical Services retirement plans → · Plans in Washington →
The Geneva Foundation 403(b) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$5M |
| Employer EIN | 911593913 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Geneva Foundation)
Sponsor-wide plan assets over time
All The Geneva Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 16.613406132827762% vs 2022
- 2024 filing year
| 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.
- Itron, Inc. Incentive Savings Plan $494M · 2,596
- Bill & Melinda Gates Foundation Sharing Retirement Plan $468M · 1,613
- SEIU 775 Secure Retirement Plan $284M · 73,362
- Western Washington Painters Defined Contribution Pension Plan $246M · 1,639
- Peacehealth Southwest Medical Center Employer Contribution Plan $173M · 3,089
The Geneva Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Moody Bible Institute Match Savings Plan in IL ($29M); by covered participants it is St. Anne Home Employees' Retirement Plan in IN (410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Moody Bible Institute Match Savings Plan (IL) $29M · 1,496
- Hawaiian Dredging Construction Company Profit Sharing Plan (HI) $29M · 297
- Geffen, Mesher & Co., P.C. 401(k) Plan (OR) $29M · 123
- Liberty Pr Mobility 401(k) Savings Plans (CO) $29M · 1,208
Similar participant headcount
Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.
- St. Anne Home Employees' Retirement Plan (IN) 410 · 0 off
- The Village Network 403(b) Plan (OH) 410 · 0 off
- Alliance Healthcare Services, Inc. Employer (TN) 410 · 0 off
- Operative Plasterers and Cement Masons Local 29 Annuity Plan (NJ) 409 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.