Other · DOL Form 5500 · 2023
Polaris Project Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $29,311
- Avg per participant Low balance/head
Official DOL plan name: Polaris Project 403(b) Plan · Sponsored by Polaris Project · District of Columbia · Healthcare & Social Assistance
$4M in assets, 135 participants
Polaris Project's Polaris Project 403(b) Plan reported $4M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,528 in Healthcare & Social Assistance (17,684 peers)
Coverage in District of Columbia
Polaris Project 403(b) Plan covers 135 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $4M.
- #7,528
- in Healthcare & Social Assistance (17,684 peers)
- +34.0%
- assets growth YoY
Polaris Project 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Polaris Project 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,957,005 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Polaris Project 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polaris Project 403(b) Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Polaris Project 403(b) Plan reported net income rose from -$150K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Polaris Project 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Polaris Project 403(b) Plan reported participants fell from 138 in the plan year 2022 filing to 135 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030391561 · Polaris Project PY 2023 · Other
Polaris Project 403(b) Plan · $4M · 135 · 40th
- EOY $4M
- 5500 135
- ASSETS 40th
- PCT Other
- EIN near Tax Deferred Annuity Plan of Northeast Community Center for Behavioral Health
- RANK ind #7528
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 District of Columbia →
Polaris Project 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 030391561 |
| Plan Effective Date | 2009-04-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Polaris Project)
Sponsor-wide plan assets over time
All Polaris Project plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 34.04397666682475% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $3M |
| 2023 | 1 | 135 | $4M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Polaris Project 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Tax Deferred Annuity Plan of Northeast Community Center for Behavioral Health in PA ($4M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 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 (135 participants); asset peers above are excluded.
- Portledge School Tda Plan Sra/Gsra (NY) 135 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 135 · 0 off
- The Advocacy Alliance Retirement Plan (PA) 135 · 0 off
- The Lexington School Retirement Plan (KY) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.