Other · DOL Form 5500 · 2023

The Ashley House Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 140
Participants Small participant base: 31st
Percentile by assets National rank: $15,221
Avg per participant Low balance/head

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Official DOL plan name: Ashley House 403(b) Retirement Plan · Sponsored by The Ashley House · Washington · Healthcare & Social Assistance

$2M in assets, 140 participants

The Ashley House's Ashley House 403(b) Retirement Plan reported $2M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#5,322 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Ashley House 403(b) Retirement Plan covers 140 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $2M.

#5,322
in Healthcare & Social Assistance (17,684 peers): +65.4%
assets growth YoY

Ashley House 403(b) Retirement Plan among the smaller filed plans by assets

Ashley House 403(b) Retirement Plan vs every filed plan by assets

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

$2,130,980 31st percentile higher than 31% 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

Ashley House 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. Ashley House 403(b) Retirement Plan sits mid-pack in the medium band (140 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ashley House 403(b) Retirement Plan reported net income rose from $157K in the plan year 2022 filing to $843K in the plan year 2023 filing.
Ashley House 403(b) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Ashley House 403(b) Retirement Plan reported participants rose from 115 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943080307 · The Ashley House PY 2023 · Other

Ashley House 403(b) Retirement Plan · $2M · 140 · 31st

NET $2M
BOOK 140
VS-ST 31st
BOY Other
SCH near Tax Deferred Annuity Plan
EBSA ind #5322

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 →

End-of-year total assets ($M) among Ashley House 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$843K
Employer EIN	943080307
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Ashley House)

Latest sponsor-wide plan assets: $3M 155.3218110931122% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	115	$1M
2023	1	140	$2M
2024	1	185	$3M

Nearby Other Plans in Washington

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

Ashley House 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

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

Compare Ashley House 403(b) Retirement Plan side-by-side with 3 peers →

Ashley House 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Tax Deferred Annuity Plan in NJ ($2M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Tax Deferred Annuity Plan (NJ) $2M · 994
Employee Benefit Plan of Redwood Community Action Agency (CA) $2M · 40
Instituto Del Progreso Latino 403(b) Plan (IL) $2M · 181
The Kennedy Center, Inc. 403(b) Retirement Plan (CT) $2M · 674

Similar participant headcount

Nearest other-state filings by covered participants (140 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.

Frequently Asked Questions

How did Ashley House 403(b) Retirement Plan assets move in 2023? ▼

Ashley House 403(b) Retirement Plan surged - up 65.4% during 2023, from $1M to $2M. Reported net income was $843K.

How have The Ashley House plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Ashley House's sponsor-wide assets grew 155.3%, from $1M to $3M.

Which Other plans are similar in size to Ashley House 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan in NJ ($2M, 994 participants).

Which Other plans cover a similar participant headcount to Ashley House 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M in assets).

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 943080307.