Other · DOL Form 5500 · 2023

Financial Accounting Foundation Retirement Plan

Data updated 2026-08-11

$118M
Total assets: 141
Participants: 92nd
Percentile by assets: $840,153
Avg per participant

Official DOL plan name: Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · Sponsored by Financial Accounting Foundation · Connecticut · Other Services

$118M in assets, 141 participants

Financial Accounting Foundation's Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported $118M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,649 in Other Services (7,857 peers)

Coverage in Connecticut

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan covers 141 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $118M.

$118M
total plan assets (2023 EOY): 141
covered participants: 92nd
percentile by assets (of 127,072 plans): $840,153
avg assets per participant

Where Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan sits by total assets

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$118,461,540 Top 8% higher than 92% 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

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported net income rose from -$19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan end-of-year assets rose from $100M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Connecticut

Industry

Other Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reports 141 participants - about 20% of that state average ($118M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$100M
Net Assets (End of Year)	$118M
Net Income	$19M
Employer EIN	237211935
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Financial Accounting Foundation)

Total plan assets by year, all Financial Accounting Foundation plans on file

Year	Plans	Participants	Total Assets
2022	2	182	$119M
2023	2	180	$138M
2024	2	185	$157M

Nearby Other Plans in Connecticut

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

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants

Yale University Retirement Account Plan $7.4B · 12,259
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
Hartford Healthcare 403(b)Plan $643M · 5,192

Compare Financial Accounting Foundation Employee… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan by total assets, not by location.

Willis-Knighton Health System 403(b) Plan (LA) $118M · 6,985
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania (PA) $119M · 3,210
Regional Enterprises, Inc. 403(b) Plan (WI) $119M · 1,027
St. Ambrose University Defined Contribution Plan (IA) $118M · 686

Frequently Asked Questions

How did Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan assets move in 2023? ▼

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan grew sharply - up 18.8% during 2023, from $100M to $118M. Reported net income was $19M.

How have Financial Accounting Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Financial Accounting Foundation's sponsor-wide assets grew 31.9%, from $119M to $157M.

Where does Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Willis-Knighton Health System 403(b) Plan in LA ($118M, 6,985 participants).

Next read for Financial Accounting Foundation Employee…

Filing takeaways

Ways to act on Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's numbers.

By total assets, Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
Financial Accounting Foundation's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237211935.