Other · DOL Form 5500 · 2022

Fayette Resources, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
707
Participants Below avg headcount
26th
Percentile by assets National rank
$1,621
Avg per participant Low balance/head
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Official DOL plan name: Fayette Resources, Inc Tax Sheltered Annuity Plan · Sponsored by Fayette Resources, Inc. · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 707 participants

Fayette Resources, Inc.'s Fayette Resources, Inc Tax Sheltered Annuity Plan reported $1M in total assets and 707 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,841 in Healthcare & Social Assistance (20,060 peers)

Fayette Resources, Inc. multi-year trail

Fayette Resources, Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Fayette Resources, Inc Tax Sheltered Annuity Plan at $1M / 707 participants.

#4,841
in Healthcare & Social Assistance (20,060 peers)
-31.9%
assets change YoY

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fayette Resources, Inc Tax Sheltered Annuity Plan among the smaller filed plans by assets

Fayette Resources, Inc Tax Sheltered Annuity Plan vs every filed plan by assets

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

$1,146,207 26th percentile higher than 26% 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

Fayette Resources, Inc Tax Sheltered 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. Fayette Resources, Inc Tax Sheltered Annuity Plan sits mid-pack in the medium band (707 participants).

Form 5500 schedule snapshot

Filing strip 251660280 · Fayette Resources, Inc. PY 2022 · Other

Fayette Resources, Inc Tax Sheltered Annuity Plan · $1M · 707 · 26th

  • SCH $1M
  • SCH 707
  • SCH 26th
  • SCH Other
  • SCH near 403(b) Thrift Plan for Employees of the Center for Pursuit
  • SCH ind #4841

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 Pennsylvania →

Fayette Resources, Inc Tax Sheltered Annuity Plan in the asset neighbourhood

Fayette Resources, Inc Tax Sheltered Annuity PlanFayette Resources, Inc Tax S…$1MLmbhr-II, LLC Solo 401-K$1MRobert and Allyson Farrell O.D.'s Profit Sharing PlanRobert and Allyson Farrell O…$1MFrontier Community Services, Inc. 403(b) PlanFrontier Community Services,…$1M403(b) Thrift Plan for Employees of the Center for Pursuit403(b) Thrift Plan for Emplo…$1M
End-of-year total assets ($M) among Fayette Resources, Inc Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Fayette Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fayette Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.347423320815395% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.38M $8.42M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 1,438 $5M
2023 2 770 $7M
2024 1 743 $8M

Fayette Resources, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$413K
Employer EIN251660280
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Fayette Resources, Inc Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Fayette Resources, Inc Tax Sheltered Annuity Plan, Total assets ($B): 0.001146207 · Participants: 707Fayette Resources, Inc Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Fayette Resources, Inc Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Fayette Resources, Inc Tax Sheltered Annuity Plan side-by-side with 3 peers →

Fayette Resources, Inc Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Center for Pursuit in TX ($1M); by covered participants it is Webster University Defined Contribution Retirement Plan in MO (706 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Fayette Resources, Inc Tax Sheltered Annuity Plan assets move in 2022? ▼
Fayette Resources, Inc Tax Sheltered Annuity Plan contracted severely - down 31.9% during 2022, from $2M to $1M. Reported net income was -$413K.
How have Fayette Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fayette Resources, Inc.'s sponsor-wide assets grew 56.3%, from $5M to $8M.
Which Other plans are similar in size to Fayette Resources, Inc Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Center for Pursuit in TX ($1M, 235 participants).
Which Other plans cover a similar participant headcount to Fayette Resources, Inc Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Webster University Defined Contribution Retirement Plan in MO (706 participants, $207M 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 251660280.

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.