Other · DOL Form 5500 · 2023

Bellwether Housing Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
158
Participants Small participant base
55th
Percentile by assets National rank
$52,378
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellwether Housing Retirement Savings Plan · Sponsored by Bellwether Housing · Washington · Real Estate

$8M in assets, 158 participants

Bellwether Housing's Bellwether Housing Retirement Savings Plan reported $8M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,443 in Real Estate (4,727 peers)

Coverage in Washington

Bellwether Housing Retirement Savings Plan covers 158 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#3,443
in Real Estate (4,727 peers)
+11.7%
assets growth YoY

Bellwether Housing Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Bellwether Housing Retirement Savings Plan vs every filed plan by assets

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

$8,275,780 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Bellwether Housing Retirement Savings 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. Bellwether Housing Retirement Savings Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellwether Housing Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $870K in the plan year 2023 filing.
  • Bellwether Housing Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911116960 · Bellwether Housing PY 2023 · Other

Bellwether Housing Retirement Savings Plan · $8M · 158 · 55th

  • IND $8M
  • IND 158
  • IND 55th
  • IND Other
  • IND near The Trevor Project, Inc. 403(b) Plan
  • IND ind #3443

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 Real Estate retirement plans → · Plans in Washington →

Bellwether Housing Retirement Savings Plan in the asset neighbourhood

Bellwether Housing Retirement Savings PlanBellwether Housing Retiremen…$8MMadison Country Day School Defined Contribution Retirement PlanMadison Country Day School D…$8MT-Mha Pension Plan$8MThe Trevor Project, Inc. 403(b) PlanThe Trevor Project, Inc. 403…$8MNational Center on Institutions & Alternatives, Inc. 403(b) PlanNational Center on Instituti…$8M
End-of-year total assets ($M) among Bellwether Housing Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$870K
Employer EIN911116960
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellwether Housing)

Sponsor-wide plan assets over time

All Bellwether Housing plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.03391884033943% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.41M $9.19M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 158 $7M
2023 1 158 $8M
2024 1 158 $9M

Nearby Other Plans in Washington

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

Bellwether Housing Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Bellwether Housing Retirement Savings Plan, Total assets ($B): 0.00827578 · Participants: 158Bellwether Housing Retirement Savings PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Bellwether Housing Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Bellwether Housing Retirement Savings Plan side-by-side with 3 peers →

Bellwether Housing Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is The Trevor Project, Inc. 403(b) Plan in CA ($8M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Bellwether Housing Retirement Savings Plan assets move in 2023? ▼
Bellwether Housing Retirement Savings Plan grew at a solid clip - up 11.7% during 2023, from $7M to $8M. Reported net income was $870K.
How have Bellwether Housing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellwether Housing's sponsor-wide assets grew 24.0%, from $7M to $9M.
Which Other plans are similar in size to Bellwether Housing Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Trevor Project, Inc. 403(b) Plan in CA ($8M, 292 participants).
Which Other plans cover a similar participant headcount to Bellwether Housing Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (158 participants, $33M 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 911116960.

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.