Other · DOL Form 5500 · 2022
The Road Home Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $43,898
- Avg per participant Low balance/head
Official DOL plan name: The Road Home Retirement Plan 403(b)(7) · Sponsored by The Road Home · Utah · Healthcare & Social Assistance
$8M in assets, 171 participants
The Road Home's The Road Home Retirement Plan 403(b)(7) reported $8M in total assets and 171 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.
- #13,002 in Healthcare & Social Assistance (20,060 peers)
Coverage in Utah
The Road Home Retirement Plan 403(b)(7) covers 171 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $8M.
- #13,002
- in Healthcare & Social Assistance (20,060 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $725K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Road Home Retirement Plan 403(b)(7)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
The Road Home Retirement Plan 403(b)(7) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,506,503 Top 41% higher than 59% 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 Road Home Retirement Plan 403(b)(7) 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 Road Home Retirement Plan 403(b)(7) sits mid-pack in the medium band (171 participants).
EBSA filing schedule strip
Filing strip 870212465 · The Road Home PY 2022 · Other
The Road Home Retirement Plan 403(b)(7) · $8M · 171 · 59th
- PART $8M
- TYPE 171
- NET 59th
- BOOK Other
- VS-ST near Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.
- BOY ind #13002
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 →
The Road Home Retirement Plan 403(b)(7) in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$725K |
| Employer EIN | 870212465 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Road Home)
Sponsor-wide plan assets over time
All The Road Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 36.94180898881943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $8M |
| 2023 | 1 | 217 | $9M |
| 2024 | 1 | 314 | $10M |
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
The Road Home Retirement Plan 403(b)(7)'s out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in NY ($8M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 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.