Profit Sharing · DOL Form 5500 · 2023
The Geneva Foundation Profit Sharing Plan
Data updated 2026-08-11
- $34M
- Total assets
- 377
- Participants
- 81st
- Percentile by assets
- $91,114
- Avg per participant
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.
- 81st percentile by assets (of 127,072 plans)
- #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.
- $34M
- total plan assets (2023 EOY)
- 377
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $91,114
- avg assets per participant
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.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. The Geneva Foundation 403(b) Plan reports 377 participants - about 26% of that state average ($34M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 911593913 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Geneva Foundation)
| 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
- Bill & Melinda Gates Foundation Sharing Retirement Plan $579M · 1,735
- Itron, Inc. Incentive Savings Plan $576M · 2,440
- Multicare Health System Retirement Account Plan $478M · 11,441
- SEIU 775 Secure Retirement Plan $384M · 70,796
- Western Washington Painters Defined Contribution Pension Plan $259M · 1,660
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Geneva Foundation 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Geneva Foundation 403(b) Plan assets move in 2023? ▼
How have The Geneva Foundation plan assets changed over time? ▼
Where does The Geneva Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Geneva Foundation 403(b) Plan? ▼
Next read for The Geneva Foundation 403(b) Plan
Filing takeaways
Ways to act on The Geneva Foundation 403(b) Plan's numbers.
- By total assets, The Geneva Foundation 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Washington. Compare plans
- The Geneva Foundation's sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans