Other · DOL Form 5500 · 2022
The Foundation for Senior Living Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 345
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $25,722
- Avg per participant Low balance/head
Official DOL plan name: The Foundation for Senior Living 403(b) Matching Retirement Plan · Sponsored by The Foundation for Senior Living · Arizona · Other Services
$9M in assets, 345 participants
The Foundation for Senior Living's The Foundation for Senior Living 403(b) Matching Retirement Plan reported $9M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,563 in Other Services (8,398 peers)
The Foundation for Senior Living multi-year trail
The Foundation for Senior Living's plans moved +19.8% in assets from 2022 to 2024; this filing shows The Foundation for Senior Living 403(b) Matching Retirement Plan at $9M / 345 participants.
- #6,563
- in Other Services (8,398 peers)
- -22.4%
- assets change YoY
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.
The Foundation for Senior Living 403(b) Matching Retirement Plan's mid-pack asset rank among Other Services and all filers
The Foundation for Senior Living 403(b) Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,874,190 Top 38% higher than 62% 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
The Foundation for Senior Living 403(b) Matching 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. The Foundation for Senior Living 403(b) Matching Retirement Plan sits mid-pack in the medium band (345 participants).
Published 5500 schedule card
Filing strip 860298945 · The Foundation for Senior Living PY 2022 · Other
The Foundation for Senior Living 403(b) Matching Retirement Plan · $9M · 345 · 62nd
- 5500 $9M
- ASSETS 345
- PCT 62nd
- EIN Other
- RANK near Groden Center, Inc. Tax-Deferred Annuity Plan
- PHOTO ind #6563
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 Other Services retirement plans → · Plans in Arizona →
The Foundation for Senior Living 403(b) Matching Retirement Plan in the asset neighbourhood
The Foundation for Senior Living multi-year asset trail
Sponsor-wide plan assets over time
All The Foundation for Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 19.7691394932946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $9M |
| 2023 | 1 | 332 | $11M |
| 2024 | 1 | 311 | $11M |
The Foundation for Senior Living filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 860298945 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
The Foundation for Senior Living 403(b) Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Groden Center, Inc. Tax-Deferred Annuity Plan in RI ($9M); by covered participants it is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- 403(b) Thrift Plan of the Children's Institute of Pittsburgh (PA) 345 · 0 off
- New England College DC Retirement Plan (NH) 345 · 0 off
- Gordon College Defined Contribution Retirement Plan (MA) 345 · 0 off
- Madd 403b Plan (TX) 345 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.