Other · DOL Form 5500 · 2023

SOAR365 Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
282
Participants Below avg headcount
48th
Percentile by assets National rank
$21,473
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Soar365 Tax Deferred Annuity Plan · Sponsored by SOAR365 · Virginia · Healthcare & Social Assistance

$6M in assets, 282 participants

SOAR365's Soar365 Tax Deferred Annuity Plan reported $6M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,355 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Soar365 Tax Deferred Annuity Plan covers 282 participants in Virginia, about 36% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#9,355
in Healthcare & Social Assistance (17,684 peers)
+38.0%
assets growth YoY

Soar365 Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Soar365 Tax Deferred Annuity Plan vs every filed plan by assets

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

$6,055,418 48th percentile higher than 48% 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

Soar365 Tax Deferred Annuity 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. Soar365 Tax Deferred Annuity Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soar365 Tax Deferred Annuity Plan reported net income rose from -$94K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Soar365 Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Soar365 Tax Deferred Annuity Plan reported participants rose from 242 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540629691 · SOAR365 PY 2023 · Other

Soar365 Tax Deferred Annuity Plan · $6M · 282 · 48th

  • BOOK $6M
  • VS-ST 282
  • BOY 48th
  • SCH Other
  • EBSA near United Way of Greater Kansas City, Inc. 403(b) Plan
  • PART ind #9355

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 Virginia →

Soar365 Tax Deferred Annuity Plan in the asset neighbourhood

Soar365 Tax Deferred Annuity PlanSoar365 Tax Deferred Annuity…$6MUnited Way of Greater Kansas City, Inc. 403(b) PlanUnited Way of Greater Kansas…$6MGoodwill Industries of Central Iowa 403(b) PlanGoodwill Industries of Centr…$6MCarolina Community Actions 403(b) PlanCarolina Community Actions 4…$6MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$6M
End-of-year total assets ($M) among Soar365 Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN540629691
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOAR365)

Sponsor-wide plan assets over time

All SOAR365 plans reported in each filing year

Latest sponsor-wide plan assets
$8M 76.12480143857864% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.39M $7.73M ▲ +76.1%
Year Plans Participants Total Assets
2022 1 242 $4M
2023 1 282 $6M
2024 1 290 $8M

Nearby Other Plans in Virginia

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

Soar365 Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Soar365 Tax Deferred Annuity Plan, Total assets ($B): 0.006055418 · Participants: 282Soar365 Tax Deferred Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Soar365 Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Soar365 Tax Deferred Annuity Plan side-by-side with 3 peers →

Soar365 Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is United Way of Greater Kansas City, Inc. 403(b) Plan in MO ($6M); by covered participants it is Community Concepts, Inc. Tax Deferred Annuity Plan in ME (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Soar365 Tax Deferred Annuity Plan assets move in 2023? ▼
Soar365 Tax Deferred Annuity Plan surged - up 38.0% during 2023, from $4M to $6M. Reported net income was $2M.
How have SOAR365 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOAR365's sponsor-wide assets grew 76.1%, from $4M to $8M.
Which Other plans are similar in size to Soar365 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is United Way of Greater Kansas City, Inc. 403(b) Plan in MO ($6M, 83 participants).
Which Other plans cover a similar participant headcount to Soar365 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Concepts, Inc. Tax Deferred Annuity Plan in ME (282 participants, $11M 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 540629691.

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.