Other · DOL Form 5500 · 2022

The Wayside House, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
84
Participants Small participant base
37th
Percentile by assets National rank
$30,037
Avg per participant Low balance/head
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Official DOL plan name: The Wayside House, Inc. Tax-Deferred Annuity Plan · Sponsored by The Wayside House, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 84 participants

The Wayside House, Inc.'s The Wayside House, Inc. Tax-Deferred Annuity Plan reported $3M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,982 in Healthcare & Social Assistance (20,060 peers)

The Wayside House, Inc. multi-year trail

The Wayside House, Inc.'s plans moved +139.2% in assets from 2022 to 2024; this filing shows The Wayside House, Inc. Tax-Deferred Annuity Plan at $3M / 84 participants.

#7,982
in Healthcare & Social Assistance (20,060 peers)
-25.5%
assets change YoY

The plan reported a net loss of $866K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wayside House, Inc. Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Wayside House, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,523,128 37th percentile higher than 37% of 139,123 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 2022

The Wayside House, Inc. Tax-Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wayside House, Inc. Tax-Deferred Annuity Plan is a small filing (84 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410873104 · The Wayside House, Inc. PY 2022 · Other

The Wayside House, Inc. Tax-Deferred Annuity Plan · $3M · 84 · 37th

  • ASSETS $3M
  • ASSETS 84
  • ASSETS 37th
  • ASSETS Other
  • ASSETS near Community Health Service Agency 403(b) Plan
  • ASSETS ind #7982

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 Minnesota →

The Wayside House, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood

The Wayside House, Inc. Tax-Deferred Annuity PlanThe Wayside House, Inc. Tax-…$3MCommunity Health Service Agency 403(b) PlanCommunity Health Service Age…$3MHillcroft Services Inc. Retirement PlanHillcroft Services Inc. Reti…$3MSussex County Senior Services Retirement PlanSussex County Senior Service…$3MSharon S. Richardson Community Hospice 403(b) PlanSharon S. Richardson Communi…$3M
End-of-year total assets ($M) among The Wayside House, Inc. Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Wayside House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wayside House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 139.24961397122937% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.52M $6.04M ▲ +139.7%
Year Plans Participants Total Assets
2022 1 84 $3M
2023 1 88 $3M
2024 2 164 $6M

The Wayside House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$866K
Employer EIN410873104
Plan Effective Date2005-01-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Wayside House, Inc. Tax-Deferred Annuity Plan, Total assets ($B): 0.002523128 · Participants: 84The Wayside House, Inc. Tax-Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants

The Wayside House, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Community Health Service Agency 403(b) Plan in TX ($3M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Wayside House, Inc. Tax-Deferred Annuity Plan assets move in 2022?
The Wayside House, Inc. Tax-Deferred Annuity Plan declined sharply - down 25.5% during 2022, from $3M to $3M. Reported net income was -$866K.
How have The Wayside House, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Wayside House, Inc.'s sponsor-wide assets grew 139.2%, from $3M to $6M.
Which Other plans are similar in size to The Wayside House, Inc. Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Community Health Service Agency 403(b) Plan in TX ($3M, 173 participants).
Which Other plans cover a similar participant headcount to The Wayside House, Inc. Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (84 participants, $18M in assets).