Other · DOL Form 5500 · 2023
The Road Home Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $42,604
- Avg per participant Low balance/head
Official DOL plan name: The Road Home 403(b)(7) Retirement Plan · Sponsored by The Road Home · Utah · Healthcare & Social Assistance
$9M in assets, 217 participants
The Road Home's The Road Home 403(b)(7) Retirement Plan reported $9M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,065 in Healthcare & Social Assistance (17,684 peers)
Coverage in Utah
The Road Home 403(b)(7) Retirement Plan covers 217 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $9M.
- #11,065
- in Healthcare & Social Assistance (17,684 peers)
- +23.2%
- assets growth YoY
The Road Home 403(b)(7) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Road Home 403(b)(7) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,245,097 Top 43% higher than 57% 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
The Road Home 403(b)(7) 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. The Road Home 403(b)(7) Retirement Plan sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Road Home 403(b)(7) Retirement Plan reported net income rose from -$725K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Road Home 403(b)(7) Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 217 in the plan year 2023 filing.
- The Road Home 403(b)(7) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 870212465 · The Road Home PY 2023 · Other
The Road Home 403(b)(7) Retirement Plan · $9M · 217 · 57th
- IND $9M
- EOY 217
- 5500 57th
- ASSETS Other
- PCT near 403(b) Thrift Plan of Logan Community Resources, Inc.
- EIN ind #11065
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 →
The Road Home 403(b)(7) Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 870212465 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Road Home)
Sponsor-wide plan assets over time
All The Road Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 36.94180898881943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $8M |
| 2023 | 1 | 217 | $9M |
| 2024 | 1 | 314 | $10M |
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
The Road Home 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is 403(b) Thrift Plan of Logan Community Resources, Inc. in IN ($9M); by covered participants it is The Boston Home, Inc. Retirement Savings Plan in MA (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.
- The Boston Home, Inc. Retirement Savings Plan (MA) 217 · 0 off
- Pilgrim Place in Claremont 403(b) Plan (CA) 217 · 0 off
- National Council for Behavioral Health Pension Plan (DC) 217 · 0 off
- The Mitchell Hamline School of Law 403(b) Plan (MN) 217 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.