Other · DOL Form 5500 · 2023
The Road Home Retirement Plan
Data updated 2026-08-06
- $9M
- Total assets
- 217
- Participants
- 57th
- Percentile by assets
- $42,604
- Avg per participant
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.
- 57th percentile by assets (of 126,618 plans)
- #11,016 in Healthcare & Social Assistance (17,626 peers)
Coverage in Utah
The Road Home 403(b)(7) Retirement Plan covers 217 participants in Utah, about 36% of the average Utah filer (state average ~609 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 217
- covered participants
- 57th
- percentile by assets (of 126,618 plans)
- $42,604
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 609 participants across 1,226 plans. The Road Home 403(b)(7) Retirement Plan reports 217 participants - about 36% of that state average ($9M EOY assets).
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)
| 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.
The Road Home 403(b)(7) Retirement Plan vs. nearby Other plans in Utah, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Road Home 403(b)(7) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Road Home 403(b)(7) Retirement Plan assets move in 2023? ▼
How have The Road Home plan assets changed over time? ▼
Which Other plans are similar in size to The Road Home 403(b)(7) Retirement Plan? ▼
Next read for The Road Home 403(b)(7) Retirement Plan
Filing takeaways
Ways to act on The Road Home 403(b)(7) Retirement Plan's numbers.
- By total assets, The Road Home 403(b)(7) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
- The Road Home's sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans