Other · DOL Form 5500 · 2022

Whites Residential and Family Services Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
278
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,835
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whites Residential and Family Services Tax Deferred Annuity Plan · Sponsored by Whites Residential and Family Services · Indiana · Healthcare & Social Assistance

$9M in assets, 278 participants

Whites Residential and Family Services's Whites Residential and Family Services Tax Deferred Annuity Plan reported $9M in total assets and 278 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.

  • #13,541 in Healthcare & Social Assistance (20,060 peers)

Whites Residential and Family Services multi-year trail

Whites Residential and Family Services's plans moved +22.6% in assets from 2022 to 2024; this filing shows Whites Residential and Family Services Tax Deferred Annuity Plan at $9M / 278 participants.

#13,541
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whites Residential and Family Services Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Whites Residential and Family Services Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,572,061 Top 38% higher than 62% 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

Whites Residential and Family Services 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. Whites Residential and Family Services Tax Deferred Annuity Plan sits mid-pack in the medium band (278 participants).

Form 5500 schedule snapshot

Filing strip 350883520 · Whites Residential and Family Services PY 2022 · Other

Whites Residential and Family Services Tax Deferred Annuity Plan · $9M · 278 · 62nd

  • PHOTO $9M
  • PHOTO 278
  • PHOTO 62nd
  • PHOTO Other
  • PHOTO near New Horizon Family Health Services, Inc. Retirement Savings Plan
  • PHOTO ind #13541

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 Indiana →

Whites Residential and Family Services Tax Deferred Annuity Plan in the asset neighbourhood

Christian Rest Home Association Tax Deferred Annuity PlanChristian Rest Home Associat…$9MWhites Residential and Family Services Tax Deferred Annuity PlanWhites Residential and Famil…$9MNew Horizon Family Health Services, Inc. Retirement Savings PlanNew Horizon Family Health Se…$9MHouse of Ruth Retirement and Employee Savings PlanHouse of Ruth Retirement and…$9MRural Health, Inc. 403b Retirement PlanRural Health, Inc. 403b Reti…$9M
End-of-year total assets ($M) among Whites Residential and Family Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Whites Residential and Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Whites Residential and Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.61723289183313% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.57M $10.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 278 $9M
2023 1 279 $10M
2024 1 288 $11M

Whites Residential and Family Services filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN350883520
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

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

Whites Residential and Family Services Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Whites Residential and Family Services Tax Deferred Annuity Plan, Total assets ($M): 8.572061 · Participants: 278Whites Residential and Family Services Tax Deferred Annuity PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Whites Residential and Family Services Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Whites Residential and Family Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Whites Residential and Family Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is New Horizon Family Health Services, Inc. Retirement Savings Plan in SC ($9M); by covered participants it is Memorial Hospital Employee's Pension Plan in IL (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Whites Residential and Family Services Tax Deferred Annuity Plan assets move in 2022? ▼
Whites Residential and Family Services Tax Deferred Annuity Plan pulled back noticeably - down 14.6% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Whites Residential and Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whites Residential and Family Services's sponsor-wide assets grew 22.6%, from $9M to $11M.
Which Other plans are similar in size to Whites Residential and Family Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New Horizon Family Health Services, Inc. Retirement Savings Plan in SC ($9M, 263 participants).
Which Other plans cover a similar participant headcount to Whites Residential and Family Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Hospital Employee's Pension Plan in IL (278 participants, $3M 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 350883520.

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.