Other · DOL Form 5500 · 2022

College Success Foundation Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
152
Participants Small participant base
68th
Percentile by assets National rank
$77,440
Avg per participant Below avg balance/head
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Official DOL plan name: College Success Foundation 403(b) DC Plan · Sponsored by College Success Foundation · Washington · Educational Services

$12M in assets, 152 participants

College Success Foundation's College Success Foundation 403(b) DC Plan reported $12M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,030 in Educational Services (4,024 peers)

Coverage in Washington

College Success Foundation 403(b) DC Plan covers 152 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#2,030
in Educational Services (4,024 peers)
-10.3%
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.

College Success Foundation 403(b) DC Plan's outsized position by total assets

College Success Foundation 403(b) DC Plan vs every filed plan by assets

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

$11,770,866 Top 32% higher than 68% 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

College Success Foundation 403(b) DC 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. College Success Foundation 403(b) DC Plan sits mid-pack in the medium band (152 participants).

Form 5500 schedule snapshot

Filing strip 912036088 · College Success Foundation PY 2022 · Other

College Success Foundation 403(b) DC Plan · $12M · 152 · 68th

  • PCT $12M
  • PCT 152
  • PCT 68th
  • PCT Other
  • PCT near 403(b) Thrift Plan Sponsored by Legal Services
  • PCT ind #2030

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 Educational Services retirement plans → · Plans in Washington →

College Success Foundation 403(b) DC Plan in the asset neighbourhood

Lift 403b Plan$12MLos Angeles Opera Company Retirement PlanLos Angeles Opera Company Re…$12M403(b) Thrift Plan Sponsored by Legal Services403(b) Thrift Plan Sponsored…$12MCollege Success Foundation 403(b) DC PlanCollege Success Foundation 4…$12MAbraxas 403(b) Retirement PlanAbraxas 403(b) Retirement Pl…$12M
End-of-year total assets ($M) among College Success Foundation 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN912036088
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Success Foundation)

Sponsor-wide plan assets over time

All College Success Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 35.82928392864213% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 152 $12M
2023 1 152 $14M
2024 1 193 $16M

Nearby Other Plans in Washington

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

College Success Foundation 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants College Success Foundation 403(b) DC Plan, Total assets ($B): 0.011770866 · Participants: 152College Success Foundation 403(b) DC 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
College Success Foundation 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants

College Success Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($12M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 College Success Foundation 403(b) DC Plan assets move in 2022?
College Success Foundation 403(b) DC Plan pulled back noticeably - down 10.3% during 2022, from $13M to $12M. Reported net income was -$1M.
How have College Success Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), College Success Foundation's sponsor-wide assets grew 35.8%, from $12M to $16M.
Which Other plans are similar in size to College Success Foundation 403(b) DC Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($12M, 148 participants).
Which Other plans cover a similar participant headcount to College Success Foundation 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants, $2M in assets).