Other · DOL Form 5500 · 2022

Bellwether Housing Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
158
Participants Small participant base
59th
Percentile by assets National rank
$46,879
Avg per participant Low balance/head
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Official DOL plan name: Bellwether Housing Retirement Savings Plan · Sponsored by Bellwether Housing · Washington · Real Estate

$7M in assets, 158 participants

Bellwether Housing's Bellwether Housing Retirement Savings Plan reported $7M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,797 in Real Estate (5,057 peers)

Coverage in Washington

Bellwether Housing Retirement Savings Plan covers 158 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $7M.

#3,797
in Real Estate (5,057 peers)
-24.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellwether Housing Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Bellwether Housing Retirement Savings Plan vs every filed plan by assets

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

$7,406,857 Top 41% higher than 59% 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

Bellwether Housing Retirement Savings 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. Bellwether Housing Retirement Savings Plan sits mid-pack in the medium band (158 participants).

DOL schedule card

Filing strip 911116960 · Bellwether Housing PY 2022 · Other

Bellwether Housing Retirement Savings Plan · $7M · 158 · 59th

  • EOY $7M
  • 5500 158
  • ASSETS 59th
  • PCT Other
  • EIN near Alight Defined Contribution Retirement Plan
  • RANK ind #3797

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 Real Estate retirement plans → · Plans in Washington →

Bellwether Housing Retirement Savings Plan in the asset neighbourhood

Bellwether Housing Retirement Savings PlanBellwether Housing Retiremen…$7MAlight Defined Contribution Retirement PlanAlight Defined Contribution …$7MRetirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc.Retirement Plan for Hourly E…$7MAmhc Retirement Plan$7MCornerstone Vna Retirement PlanCornerstone Vna Retirement P…$7M
End-of-year total assets ($M) among Bellwether Housing Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN911116960
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellwether Housing)

Sponsor-wide plan assets over time

All Bellwether Housing plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.03391884033943% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.41M $9.19M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 158 $7M
2023 1 158 $8M
2024 1 158 $9M

Nearby Other Plans in Washington

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

Bellwether Housing Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Bellwether Housing Retirement Savings Plan, Total assets ($B): 0.007406857 · Participants: 158Bellwether Housing Retirement Savings 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
Bellwether Housing Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Bellwether Housing Retirement Savings Plan side-by-side with 3 peers →

Bellwether Housing Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Alight Defined Contribution Retirement Plan in MN ($7M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Bellwether Housing Retirement Savings Plan assets move in 2022? ▼
Bellwether Housing Retirement Savings Plan declined sharply - down 24.4% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Bellwether Housing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellwether Housing's sponsor-wide assets grew 24.0%, from $7M to $9M.
Which Other plans are similar in size to Bellwether Housing Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Alight Defined Contribution Retirement Plan in MN ($7M, 68 participants).
Which Other plans cover a similar participant headcount to Bellwether Housing Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants, $2M 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 911116960.

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.