Other · DOL Form 5500 · 2023
DONORCONNECT Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $88,611
- Avg per participant Below avg balance/head
Official DOL plan name: Donorconnect 403(b) Retirement Plan · Sponsored by DONORCONNECT · Utah · Healthcare & Social Assistance
$12M in assets, 139 participants
DONORCONNECT's Donorconnect 403(b) Retirement Plan reported $12M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,115 in Healthcare & Social Assistance (17,684 peers)
Coverage in Utah
Donorconnect 403(b) Retirement Plan covers 139 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $12M.
- #12,115
- in Healthcare & Social Assistance (17,684 peers)
- +2.8%
- assets growth YoY
Donorconnect 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Donorconnect 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,316,865 Top 37% higher than 63% 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
Donorconnect 403(b) Retirement 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. Donorconnect 403(b) Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donorconnect 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $328K in the plan year 2023 filing.
- Donorconnect 403(b) Retirement Plan reported participants rose from 132 in the plan year 2022 filing to 139 in the plan year 2023 filing.
- Donorconnect 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 870447660 · DONORCONNECT PY 2023 · Other
Donorconnect 403(b) Retirement Plan · $12M · 139 · 63rd
- NET $12M
- NET 139
- NET 63rd
- NET Other
- NET near Chiricahua Community Health Centers, Inc. 403(b) Plan
- NET ind #12115
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 Utah →
Donorconnect 403(b) Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $328K |
| Employer EIN | 870447660 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DONORCONNECT)
Sponsor-wide plan assets over time
All DONORCONNECT plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.033857856899854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $12M |
| 2023 | 1 | 139 | $12M |
| 2024 | 1 | 156 | $15M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $310M · 41,571
- Brigham Young University Tax-Deferred Annuity Plan $191M · 7,029
- Intermountain Ironworkers' Tax Deferral Plan $104M · 1,356
- Westminster University Defined Contribution Retirement Plan $85M · 318
- Children's Miracle Network 403(b) Plan $46M · 185
Donorconnect 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Chiricahua Community Health Centers, Inc. 403(b) Plan in AZ ($12M); by covered participants it is Epsi 403(b) Plan in TX (139 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 (139 participants); asset peers above are excluded.
- Epsi 403(b) Plan (TX) 139 · 0 off
- Providence Academy Defined Contribution Retirement Plan (MN) 139 · 0 off
- Child Care Aware of America 403(b) Retirement Plan (VA) 139 · 0 off
- 403(b) Thrift Plan of Services to Enhance Potential (MI) 139 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.