Other · DOL Form 5500 · 2023
College Success Foundation Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $93,027
- Avg per participant Below avg balance/head
Official DOL plan name: College Success Foundation 403(b) DC Plan · Sponsored by College Success Foundation · Washington · Educational Services
$14M in assets, 152 participants
College Success Foundation's College Success Foundation 403(b) DC Plan reported $14M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #1,809 in Educational Services (3,735 peers)
Coverage in Washington
College Success Foundation 403(b) DC Plan covers 152 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $14M.
- #1,809
- in Educational Services (3,735 peers)
- +20.1%
- assets growth YoY
College Success Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
College Success Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,140,143 Top 34% higher than 66% 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
College Success Foundation 403(b) DC 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. College Success Foundation 403(b) DC Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- College Success Foundation 403(b) DC Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- College Success Foundation 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 912036088 · College Success Foundation PY 2023 · Other
College Success Foundation 403(b) DC Plan · $14M · 152 · 66th
- NET $14M
- BOOK 152
- VS-ST 66th
- BOY Other
- SCH near The Ohio Masonic Home 403(b) Retirement Savings Plan
- EBSA ind #1809
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 Educational Services retirement plans → · Plans in Washington →
College Success Foundation 403(b) DC Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 912036088 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Success Foundation)
Sponsor-wide plan assets over time
All College Success Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 35.82928392864213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $12M |
| 2023 | 1 | 152 | $14M |
| 2024 | 1 | 193 | $16M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
College Success Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is The Ohio Masonic Home 403(b) Retirement Savings Plan in OH ($14M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- The Boston Architectural College 403(b) Retirement Plan (MA) 152 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 152 · 0 off
- 403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services (CA) 152 · 0 off
- American Council on Education 403(b) Retirement Plan (DC) 152 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.