401(k) · DOL Form 5500 · 2023
Donor Network of Arizona 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $78,563
- Avg per participant Below avg balance/head
Official DOL plan name: Donor Network of Arizona 403(b) Plan · Sponsored by Donor Network of Arizona · Arizona · Healthcare & Social Assistance
$19M in assets, 247 participants
Donor Network of Arizona's Donor Network of Arizona 403(b) Plan reported $19M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,539 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Donor Network of Arizona 403(b) Plan covers 247 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $19M.
- #13,539
- in Healthcare & Social Assistance (17,684 peers)
- +143.6%
- assets growth YoY
Donor Network of Arizona 403(b) Plan's outsized position by total assets
Donor Network of Arizona 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,404,952 Top 28% higher than 72% 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
Donor Network of Arizona 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. Donor Network of Arizona 403(b) Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donor Network of Arizona 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Donor Network of Arizona 403(b) Plan reported net income rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 860707697 · Donor Network of Arizona PY 2023 · 401(k)
Donor Network of Arizona 403(b) Plan · $19M · 247 · 72nd
- IND $19M
- IND 247
- IND 72nd
- IND 401(k)
- IND near Port Washington State Bank Employees' Profit Sharing Retirement Plan
- IND ind #13539
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 Arizona →
Donor Network of Arizona 403(b) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $11M |
| Employer EIN | 860707697 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donor Network of Arizona)
Sponsor-wide plan assets over time
All Donor Network of Arizona plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 221.57438677088697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $8M |
| 2023 | 1 | 247 | $19M |
| 2024 | 1 | 293 | $26M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Donor Network of Arizona 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Port Washington State Bank Employees' Profit Sharing Retirement Plan in WI ($19M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Port Washington State Bank Employees' Profit Sharing Retirement Plan (WI) $19M · 99
- Abzena 401(k) Plan (CA) $19M · 501
- Viance, LLC 401(k) Plan (NC) $19M · 29
- Strategic Health Partners, Inc. 401(k) Plan (GA) $19M · 122
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Associated Home Care, LLC 401(k) Plan (MA) 247 · 0 off
- Firstcapital Bank of Texas, N. a. (TX) 247 · 0 off
- Interface Engineering Inc. Retirement Plan (OR) 247 · 0 off
- Phoenix Services LLC 401(k) Plan (TX) 247 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.