Other · DOL Form 5500 · 2022

Foss Home and Village Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
220
Participants Below avg headcount
75th
Percentile by assets National rank
$76,446
Avg per participant Below avg balance/head
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Official DOL plan name: Foss Home Tax Deferred Annuity Plan · Sponsored by Foss Home and Village · Washington · Healthcare & Social Assistance

$17M in assets, 220 participants

Foss Home and Village's Foss Home Tax Deferred Annuity Plan reported $17M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,794 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Foss Home Tax Deferred Annuity Plan covers 220 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $17M.

#15,794
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Foss Home Tax Deferred Annuity Plan's outsized position by total assets

Foss Home Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,818,100 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Foss Home Tax Deferred 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. Foss Home Tax Deferred Annuity Plan sits mid-pack in the medium band (220 participants).

Published 5500 schedule card

Filing strip 910573114 · Foss Home and Village PY 2022 · Other

Foss Home Tax Deferred Annuity Plan · $17M · 220 · 75th

  • BOOK $17M
  • VS-ST 220
  • BOY 75th
  • SCH Other
  • EBSA near Everyage 403(b) Retirement Plan
  • PART ind #15794

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 Washington →

Foss Home Tax Deferred Annuity Plan in the asset neighbourhood

Catalight Foundation 403(b) PlanCatalight Foundation 403(b) …$17MFoss Home Tax Deferred Annuity PlanFoss Home Tax Deferred Annui…$17MEveryage 403(b) Retirement PlanEveryage 403(b) Retirement P…$17MVisiting Nurse Association of Greater Philadelphia Employee Retirement Savings PlanVisiting Nurse Association o…$17MSolebury School Defined Contribution and Tda PlanSolebury School Defined Cont…$17M
End-of-year total assets ($M) among Foss Home Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN910573114
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foss Home and Village)

Sponsor-wide plan assets over time

All Foss Home and Village plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.405384674844363% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.8M $20.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 220 $17M
2023 1 225 $19M
2024 1 218 $21M

Nearby Other Plans in Washington

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

Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Foss Home Tax Deferred Annuity Plan, Total assets ($B): 0.0168181 · Participants: 220Foss Home Tax Deferred Annuity PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Foss Home Tax Deferred Annuity Plan side-by-side with 3 peers →

Foss Home Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Everyage 403(b) Retirement Plan in NC ($17M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Foss Home Tax Deferred Annuity Plan assets move in 2022? ▼
Foss Home Tax Deferred Annuity Plan pulled back noticeably - down 13.3% during 2022, from $19M to $17M. Reported net income was -$3M.
How have Foss Home and Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foss Home and Village's sponsor-wide assets grew 24.4%, from $17M to $21M.
Where does Foss Home Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Foss Home Tax Deferred Annuity Plan ranks in the 75th 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 Other plans are similar in size to Foss Home Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Everyage 403(b) Retirement Plan in NC ($17M, 900 participants).
Which Other plans cover a similar participant headcount to Foss Home Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (220 participants, $84M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910573114.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.