Other · DOL Form 5500 · 2022
SOAR365 Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $18,126
- Avg per participant Low balance/head
Official DOL plan name: Soar365 Tax Deferred Annuity Plan · Sponsored by SOAR365 · Virginia · Healthcare & Social Assistance
$4M in assets, 242 participants
SOAR365's Soar365 Tax Deferred Annuity Plan reported $4M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,663 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Soar365 Tax Deferred Annuity Plan covers 242 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $4M.
- #10,663
- in Healthcare & Social Assistance (20,060 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Soar365 Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Soar365 Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,386,552 48th percentile higher than 48% 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
Soar365 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. Soar365 Tax Deferred Annuity Plan sits mid-pack in the medium band (242 participants).
Form 5500 schedule snapshot
Filing strip 540629691 · SOAR365 PY 2022 · Other
Soar365 Tax Deferred Annuity Plan · $4M · 242 · 48th
- RANK $4M
- RANK 242
- RANK 48th
- RANK Other
- RANK near The Fresh Air Fund Tax Sheltered Annuity Plan
- RANK ind #10663
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 Virginia →
Soar365 Tax Deferred Annuity Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$94K |
| Employer EIN | 540629691 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SOAR365)
Sponsor-wide plan assets over time
All SOAR365 plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 76.12480143857864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $4M |
| 2023 | 1 | 282 | $6M |
| 2024 | 1 | 290 | $8M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Soar365 Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Fresh Air Fund Tax Sheltered Annuity Plan in NY ($4M); by covered participants it is The Leffell School Retirement Plan in NY (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 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.