Other · DOL Form 5500 · 2022
DONORCONNECT Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $90,810
- Avg per participant Below avg balance/head
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.
- #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.
- #14,761
- in Healthcare & Social Assistance (20,060 peers)
- -11.1%
- assets change YoY
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.
Donorconnect 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Donorconnect 403(b) Retirement 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. Donorconnect 403(b) Retirement Plan sits mid-pack in the medium band (132 participants).
EBSA filing schedule strip
Filing strip 870447660 · DONORCONNECT PY 2022 · Other
Donorconnect 403(b) Retirement Plan · $12M · 132 · 68th
- ASSETS $12M
- ASSETS 132
- ASSETS 68th
- ASSETS Other
- ASSETS near The Baby Fold 403(b) Retirement Savings Plan
- ASSETS ind #14761
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Donorconnect 403(b) Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 870447660 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DONORCONNECT)
Sponsor-wide plan assets over time
All DONORCONNECT plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.033857856899854% vs 2022
- 2024 filing year
| 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.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $262M · 38,547
- Brigham Young University Tax-Deferred Annuity Plan $182M · 6,755
- Intermountain Ironworkers' Tax Deferral Plan $88M · 1,774
- Westminster College Defined Contribution Retirement Plan $79M · 349
- Children's Miracle Network 403(b) Plan $36M · 200
Donorconnect 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is The Baby Fold 403(b) Retirement Savings Plan in IL ($12M); by covered participants it is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan (IL) 132 · 0 off
- Teton Science Schools 403(b) DC Plan (WY) 132 · 0 off
- Friends Select School Retirement Plan (PA) 132 · 0 off
- Lycee Francais De San Francisco 403(b) DC Plan (CA) 132 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.