Other · DOL Form 5500 · 2023

Fayette Resources, Inc. Retirement Plan

Data updated 2026-08-25

$967K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fayette Resources, Inc Tax Sheltered Annuity Plan · Sponsored by Fayette Resources, Inc. · Pennsylvania · Healthcare & Social Assistance

$967K in assets, N/A participants

Fayette Resources, Inc.'s Fayette Resources, Inc Tax Sheltered Annuity Plan reported $967K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,386 in Healthcare & Social Assistance (17,684 peers)

Fayette Resources, Inc. multi-year trail

Fayette Resources, Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Fayette Resources, Inc Tax Sheltered Annuity Plan at $967K / N/A participants.

#3,386
in Healthcare & Social Assistance (17,684 peers)
-15.6%
assets change YoY

Fayette Resources, Inc Tax Sheltered Annuity Plan among the smaller filed plans by assets

Fayette Resources, Inc Tax Sheltered Annuity Plan vs every filed plan by assets

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

$966,874 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fayette Resources, Inc Tax Sheltered Annuity Plan reported net income rose from -$413K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Fayette Resources, Inc Tax Sheltered Annuity Plan reported participants fell from 707 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Fayette Resources, Inc Tax Sheltered Annuity Plan end-of-year assets fell from $1M in the plan year 2022 filing to $967K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251660280 · Fayette Resources, Inc. PY 2023 · Other

Fayette Resources, Inc Tax Sheltered Annuity Plan · $967K · N/A · 23rd

  • NET $967K
  • BOOK N/A
  • VS-ST 23rd
  • BOY Other
  • SCH near Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan
  • EBSA ind #3386

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 Pennsylvania →

Fayette Resources, Inc Tax Sheltered Annuity Plan in the asset neighbourhood

Fayette Resources, Inc Tax Sheltered Annuity PlanFayette Resources, Inc Tax S…$967KCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$969KWestside Community Mental Health Center, Inc. Employer Savings PlanWestside Community Mental He…$970KEpsi 403(b) Plan$970KThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$965K
End-of-year total assets ($M) among Fayette Resources, Inc Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Fayette Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fayette Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.347423320815395% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.38M $8.42M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 1,438 $5M
2023 2 770 $7M
2024 1 743 $8M

Fayette Resources, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$967K
Net Income$17K
Employer EIN251660280
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Fayette Resources, Inc Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Fayette Resources, Inc Tax Sheltered Annuity Plan, Total assets ($B): 0.000966874 · Participants: 0Fayette Resources, Inc Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Fayette Resources, Inc Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Fayette Resources, Inc Tax Sheltered Annuity Plan side-by-side with 3 peers →

Fayette Resources, Inc Tax Sheltered Annuity Plan's closest out-of-state Other peers by assets

Outside Pennsylvania, the nearest Other by end-of-year assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL at $969K (this filing: $967K).

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 Fayette Resources, Inc Tax Sheltered Annuity Plan assets move in 2023? ▼
Fayette Resources, Inc Tax Sheltered Annuity Plan declined sharply - down 15.6% during 2023, from $1M to $967K. Reported net income was $17K.
How have Fayette Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fayette Resources, Inc.'s sponsor-wide assets grew 56.3%, from $5M to $8M.
Where does Fayette Resources, Inc Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Fayette Resources, Inc Tax Sheltered Annuity Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Fayette Resources, Inc Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL ($969K, N/A participants).

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 251660280.

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.