Other · DOL Form 5500 · 2023

Wesley Homes Retirement Plan

Data updated 2026-08-11

$18M
Total assets
408
Participants
70th
Percentile by assets
$43,212
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$18M
total plan assets (2023 EOY)
408
covered participants
70th
percentile by assets (of 127,072 plans)
$43,212
avg assets per participant

Where Wesley Homes 403(b) Thrift Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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.

See the national 2022→2023 release diff →

State
Washington
Industry
Healthcare & Social Assistance

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Wesley Homes 403(b) Thrift Plan reports 408 participants - about 28% of that state average ($18M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN910583380
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Homes)

$14M$16M$18M$20M$22M 202220232024 $15.4M $19.6M ▲ +27.4%
Total plan assets by year, all Wesley Homes plans on file
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.

Wesley Homes 403(b) Thrift Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Wesley Homes 403(b) …, Total assets ($B): 0.01763038 · Participants: 408Wesley Homes 403(b) …A Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Canc…, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Canc…Multicare Health Sys…, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health Sys…Ironworkers District…, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District…Overlake Hospital Me…, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Me…
Wesley Homes 403(b) Thrift Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Wesley Homes 403(b) Thrift Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Wesley Homes 403(b) Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did Wesley Homes 403(b) Thrift Plan assets move in 2023? ▼
Wesley Homes 403(b) Thrift Plan grew at a solid clip - up 14.5% during 2023, from $15M to $18M. Reported net income was $2M.
How have Wesley Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Homes's sponsor-wide assets grew 27.4%, from $15M to $20M.
Which Other plans are similar in size to Wesley Homes 403(b) Thrift Plan? ▼
Among Other plans in other states, the closest by assets is Hhi Retirement Savings Plan in MI ($18M, 423 participants).

Next read for Wesley Homes 403(b) Thrift Plan

Filing takeaways

Ways to act on Wesley Homes 403(b) Thrift Plan's numbers.

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 910583380.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.