Other · DOL Form 5500 · 2023

The Army Distaff Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
170
Participants Small participant base
60th
Percentile by assets National rank
$61,494
Avg per participant Low balance/head
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Official DOL plan name: The Army Distaff Foundation Tax Sheltered Annuity · Sponsored by The Army Distaff Foundation, Inc. · District of Columbia · Healthcare & Social Assistance

$10M in assets, 170 participants

The Army Distaff Foundation, Inc.'s The Army Distaff Foundation Tax Sheltered Annuity reported $10M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,520 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

The Army Distaff Foundation Tax Sheltered Annuity covers 170 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $10M.

#11,520
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY

The Army Distaff Foundation Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Army Distaff Foundation Tax Sheltered Annuity vs every filed plan by assets

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

$10,453,899 Top 40% higher than 60% 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 Army Distaff Foundation Tax Sheltered Annuity 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 Army Distaff Foundation Tax Sheltered Annuity sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Army Distaff Foundation Tax Sheltered Annuity reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Army Distaff Foundation Tax Sheltered Annuity end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Army Distaff Foundation Tax Sheltered Annuity reported participants fell from 184 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530246852 · The Army Distaff Foundation, Inc. PY 2023 · Other

The Army Distaff Foundation Tax Sheltered Annuity · $10M · 170 · 60th

  • PCT $10M
  • EIN 170
  • RANK 60th
  • PHOTO Other
  • IND near Total Health Care Inc. 403(b) Plan
  • EOY ind #11520

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 District of Columbia →

The Army Distaff Foundation Tax Sheltered Annuity in the asset neighbourhood

Total Health Care Inc. 403(b) PlanTotal Health Care Inc. 403(b…$10MMelwood Horticultural Training Center Inc. Retirement PlanMelwood Horticultural Traini…$10MThe Army Distaff Foundation Tax Sheltered AnnuityThe Army Distaff Foundation …$10MParker School Corporation 403(b) DC PlanParker School Corporation 40…$10MJackson Park Hospital 403(b) Retirement ProgramJackson Park Hospital 403(b)…$10M
End-of-year total assets ($M) among The Army Distaff Foundation Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN530246852
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Army Distaff Foundation, Inc.)

Sponsor-wide plan assets over time

All The Army Distaff Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 16.327620323146945% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.3M $10.8M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 184 $9M
2023 1 170 $10M
2024 1 162 $11M

Nearby Other Plans in District of Columbia

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

The Army Distaff Foundation Tax Sheltered Annuity vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants The Army Distaff Foundation Tax Sheltered Annuity, Total assets ($B): 0.010453899 · Participants: 170The Army Distaff Foundation Tax Sheltered AnnuityInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
The Army Distaff Foundation Tax Sheltered Annuity vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Army Distaff Foundation Tax Sheltered Annuity side-by-side with 3 peers →

The Army Distaff Foundation Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Total Health Care Inc. 403(b) Plan in MD ($10M); by covered participants it is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Army Distaff Foundation Tax Sheltered Annuity assets move in 2023? ▼
The Army Distaff Foundation Tax Sheltered Annuity grew at a solid clip - up 12.4% during 2023, from $9M to $10M. Reported net income was $1M.
How have The Army Distaff Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Army Distaff Foundation, Inc.'s sponsor-wide assets grew 16.3%, from $9M to $11M.
Which Other plans are similar in size to The Army Distaff Foundation Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Total Health Care Inc. 403(b) Plan in MD ($10M, 189 participants).
Which Other plans cover a similar participant headcount to The Army Distaff Foundation Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants, $9M 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 530246852.

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.