Other · DOL Form 5500 · 2022

DONORCONNECT Retirement Plan

Data updated 2026-08-11

$12M
Total assets
132
Participants
68th
Percentile by assets
$90,810
Avg per participant
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Official DOL plan name: Donorconnect 403(b) Retirement Plan · Sponsored by DONORCONNECT · Utah · Healthcare & Social Assistance

$12M in assets, 132 participants

DONORCONNECT's Donorconnect 403(b) Retirement Plan reported $12M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 139,126 plans)
  • #14,761 in Healthcare & Social Assistance (20,060 peers)

Coverage in Utah

Donorconnect 403(b) Retirement Plan covers 132 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $12M.

$12M
total plan assets (2022 EOY)
132
covered participants
68th
percentile by assets (of 139,126 plans)
$90,810
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Donorconnect 403(b) Retirement Plan sits by total assets

Donorconnect 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,986,878 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Donorconnect 403(b) Retirement Plan reports 132 participants - about 22% of that state average ($12M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN870447660
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (DONORCONNECT)

$11M$12M$13M$14M$15M$16M 202220232024 $12M $15M ▲ +25.0%
Total plan assets by year, all DONORCONNECT plans on file
Year Plans Participants Total Assets
2022 1 132 $12M
2023 1 139 $12M
2024 1 156 $15M

Nearby Other Plans in Utah

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

Donorconnect 403(b) Retirement Plan vs. nearby Other plans in Utah, assets vs. participants

Donorconnect 403(b) Retirement Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants Donorconnect 403(b) …Intermountain Health…Brigham Young Univer…Intermountain Ironwo…Westminster College …Children's Miracle N…
Donorconnect 403(b) Retirement Plan vs. nearby Other plans in Utah, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Donorconnect 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Donorconnect 403(b) Retirement Plan assets move in 2022?
Donorconnect 403(b) Retirement Plan pulled back noticeably - down 11.1% during 2022, from $13M to $12M. Reported net income was -$1M.
How have DONORCONNECT plan assets changed over time?
Across 3 plan years on file (2022-2024), DONORCONNECT's sponsor-wide assets grew 25.0%, from $12M to $15M.
Which Other plans are similar in size to Donorconnect 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is The Baby Fold 403(b) Retirement Savings Plan in IL ($12M, 236 participants).

Next read for Donorconnect 403(b) Retirement Plan

Filing takeaways

Ways to act on Donorconnect 403(b) Retirement Plan's numbers.