Other · DOL Form 5500 · 2023
Wesley Homes Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 408
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $43,212
- Avg per participant Low balance/head
Official DOL plan name: Wesley Homes 403(b) Thrift Plan · Sponsored by Wesley Homes · Washington · Healthcare & Social Assistance
$18M in assets, 408 participants
Wesley Homes's Wesley Homes 403(b) Thrift Plan reported $18M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,255 in Healthcare & Social Assistance (17,684 peers)
Coverage in Washington
Wesley Homes 403(b) Thrift Plan covers 408 participants in Washington, about 28% of the average Washington filer (state average ~1,476 per filing). Assets: $18M.
- #13,255
- in Healthcare & Social Assistance (17,684 peers)
- +14.5%
- assets growth YoY
Wesley Homes 403(b) Thrift Plan's outsized position by total assets
Wesley Homes 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,630,380 Top 30% higher than 70% 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
Wesley Homes 403(b) Thrift 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. Wesley Homes 403(b) Thrift Plan sits mid-pack in the medium band (408 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wesley Homes 403(b) Thrift Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wesley Homes 403(b) Thrift Plan reported participants fell from 558 in the plan year 2022 filing to 408 in the plan year 2023 filing.
- Wesley Homes 403(b) Thrift Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910583380 · Wesley Homes PY 2023 · Other
Wesley Homes 403(b) Thrift Plan · $18M · 408 · 70th
- PCT $18M
- PCT 408
- PCT 70th
- PCT Other
- PCT near Hhi Retirement Savings Plan
- PCT ind #13255
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 Washington →
Wesley Homes 403(b) Thrift Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 910583380 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesley Homes)
Sponsor-wide plan assets over time
All Wesley Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 27.3769219457994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $15M |
| 2023 | 1 | 408 | $18M |
| 2024 | 1 | 428 | $20M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
Wesley Homes 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Hhi Retirement Savings Plan in MI ($18M); by covered participants it is Balance Autism Retirement Plan in IA (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Hhi Retirement Savings Plan (MI) $18M · 423
- P.G. Chambers School 403(b) Plan (NJ) $18M · 179
- The Health Federation of Philadelphia 403(b) Plan (PA) $18M · 370
- Spartanburg Day School Defined Contribution Retirement Plan (SC) $18M · 103
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- Balance Autism Retirement Plan (IA) 408 · 0 off
- Ub Foundation Activities, Inc. Retirement Plan (NY) 408 · 0 off
- Retirement Plan for Scope Education Services (NY) 408 · 0 off
- Tax Deferred Annuity Retirement Plan (NY) 408 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.