Other · DOL Form 5500 · 2023

Whites Residential Family and Services Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
279
Participants Below avg headcount
58th
Percentile by assets National rank
$35,278
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whites Residential and Family Services Tax Deferred Annuity Plan · Sponsored by Whites Residential Family and Services · Indiana · Healthcare & Social Assistance

$10M in assets, 279 participants

Whites Residential Family and Services's Whites Residential and Family Services Tax Deferred Annuity Plan reported $10M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,296 in Healthcare & Social Assistance (17,684 peers)

Whites Residential Family and Services multi-year trail

Whites Residential Family and Services's plans moved +22.6% in assets from 2022 to 2024; this filing shows Whites Residential and Family Services Tax Deferred Annuity Plan at $10M / 279 participants.

#11,296
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Whites Residential and Family Services Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Whites Residential and Family Services Tax Deferred Annuity Plan vs every filed plan by assets

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

$9,842,510 Top 42% higher than 58% 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

Whites Residential and Family Services 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. Whites Residential and Family Services Tax Deferred Annuity Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whites Residential and Family Services Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Whites Residential and Family Services Tax Deferred Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350883520 · Whites Residential Family and Services PY 2023 · Other

Whites Residential and Family Services Tax Deferred Annuity Plan · $10M · 279 · 58th

  • EIN $10M
  • EIN 279
  • EIN 58th
  • EIN Other
  • EIN near Retirement Plan for Employees of Gscnc
  • EIN ind #11296

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 Indiana →

Whites Residential and Family Services Tax Deferred Annuity Plan in the asset neighbourhood

Whites Residential and Family Services Tax Deferred Annuity PlanWhites Residential and Famil…$10MRetirement Plan for Employees of GscncRetirement Plan for Employee…$10MThe Mary Cariola Children's Center 403(b) Retirement PlanThe Mary Cariola Children's …$10MThe Lakes Region Mental Health Center, Inc. 403(b) PlanThe Lakes Region Mental Heal…$10MNew Horizon Family Health Services, Inc. Retirement Savings PlanNew Horizon Family Health Se…$10M
End-of-year total assets ($M) among Whites Residential and Family Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Whites Residential Family and Services multi-year asset trail

Sponsor-wide plan assets over time

All Whites Residential Family and Services plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.61723289183313% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.57M $10.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 278 $9M
2023 1 279 $10M
2024 1 288 $11M

Whites Residential Family and Services filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN350883520
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

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

Whites Residential and Family Services Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Whites Residential and Family Services Tax Deferred Annuity Plan, Total assets ($M): 9.84251 · Participants: 279Whites Residential and Family Services Tax Deferred Annuity PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Whites Residential and Family Services Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Whites Residential and Family Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Whites Residential and Family Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Retirement Plan for Employees of Gscnc in DC ($10M); by covered participants it is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Whites Residential and Family Services Tax Deferred Annuity Plan assets move in 2023? ▼
Whites Residential and Family Services Tax Deferred Annuity Plan grew at a solid clip - up 14.8% during 2023, from $9M to $10M. Reported net income was $1M.
How have Whites Residential Family and Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whites Residential Family and Services's sponsor-wide assets grew 22.6%, from $9M to $11M.
Which Other plans are similar in size to Whites Residential and Family Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of Gscnc in DC ($10M, 102 participants).
Which Other plans cover a similar participant headcount to Whites Residential and Family Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (279 participants, $88M 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 350883520.

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.