Other · DOL Form 5500 · 2023
Financial Accounting Foundation Retirement Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 141
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $840,153
- Avg per participant High balance/head
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.
- #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.
- #7,649
- in Other Services (7,857 peers)
- +18.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's outsized position 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 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. Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 237211935 · Financial Accounting Foundation PY 2023 · Other
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · $118M · 141 · 92nd
- IND $118M
- EOY 141
- 5500 92nd
- ASSETS Other
- PCT near Willis-Knighton Health System 403(b) Plan
- EIN ind #7649
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 Other Services retirement plans → · Plans in Connecticut →
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Financial Accounting Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 31.871886513047905% vs 2022
- 2024 filing year
| 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.
- 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
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Willis-Knighton Health System 403(b) Plan in LA ($118M); by covered participants it is Community Action, Inc. Tax Sheltered Annuity Plan in MA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.