Profit Sharing · DOL Form 5500 · 2023

The Geneva Foundation Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
377
Participants Below avg headcount
81st
Percentile by assets National rank
$91,114
Avg per participant Below avg balance/head
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Official DOL plan name: The Geneva Foundation 403(b) Plan · Sponsored by The Geneva Foundation · Washington · Professional & Technical Services

$34M in assets, 377 participants

The Geneva Foundation's The Geneva Foundation 403(b) Plan reported $34M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,610 in Professional & Technical Services (20,321 peers)

Coverage in Washington

The Geneva Foundation 403(b) Plan covers 377 participants in Washington, about 26% of the average Washington filer (state average ~1,476 per filing). Assets: $34M.

#16,610
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Geneva Foundation 403(b) Plan's outsized position by total assets

The Geneva Foundation 403(b) Plan vs every filed plan by assets

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

$34,349,897 Top 19% higher than 81% 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

The Geneva Foundation 403(b) 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. The Geneva Foundation 403(b) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Geneva Foundation 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Geneva Foundation 403(b) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Geneva Foundation 403(b) Plan reported participants fell from 410 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911593913 · The Geneva Foundation PY 2023 · Profit Sharing

The Geneva Foundation 403(b) Plan · $34M · 377 · 81st

  • EOY $34M
  • EOY 377
  • EOY 81st
  • EOY Profit Sharing
  • EOY near United Church of Christ Homes Retirement Plan
  • EOY ind #16610

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 Professional & Technical Services retirement plans → · Plans in Washington →

The Geneva Foundation 403(b) Plan in the asset neighbourhood

University Clinical Health Employer Contribution PlanUniversity Clinical Health E…$34MHawaiian Dredging Construction Company Profit Sharing PlanHawaiian Dredging Constructi…$34MUnited Church of Christ Homes Retirement PlanUnited Church of Christ Home…$34MThe Geneva Foundation 403(b) PlanThe Geneva Foundation 403(b)…$34MParents in Community Action, Inc. Tda Retirement PlanParents in Community Action,…$34M
End-of-year total assets ($M) among The Geneva Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN911593913
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Geneva Foundation)

Sponsor-wide plan assets over time

All The Geneva Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.613406132827762% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.4M $34.3M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 410 $29M
2023 1 377 $34M
2024 1 388 $34M

Nearby Profit Sharing Plans in Washington

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

The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0200400600800 Total assets ($M) Participants The Geneva Foundation 403(b) Plan, Total assets ($M): 34.349897 · Participants: 377The Geneva Foundation 403(b) PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare The Geneva Foundation 403(b) Plan side-by-side with 3 peers →

The Geneva Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is United Church of Christ Homes Retirement Plan in PA ($34M); by covered participants it is Eclc of New Jersey Retirement Plan in NJ (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 The Geneva Foundation 403(b) Plan assets move in 2023? ▼
The Geneva Foundation 403(b) Plan grew sharply - up 16.9% during 2023, from $29M to $34M. Reported net income was $5M.
How have The Geneva Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Geneva Foundation's sponsor-wide assets grew 16.6%, from $29M to $34M.
Where does The Geneva Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
The Geneva Foundation 403(b) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Geneva Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Church of Christ Homes Retirement Plan in PA ($34M, 711 participants).
Which Profit Sharing plans cover a similar participant headcount to The Geneva Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eclc of New Jersey Retirement Plan in NJ (377 participants, $36M 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 911593913.

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.