Other · DOL Form 5500 · 2023

Foss Home and Village Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
225
Participants Below avg headcount
72nd
Percentile by assets National rank
$85,387
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foss Home Tax Deferred Annuity Plan · Sponsored by Foss Home and Village · Washington · Healthcare & Social Assistance

$19M in assets, 225 participants

Foss Home and Village's Foss Home Tax Deferred Annuity Plan reported $19M in total assets and 225 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.

  • #13,513 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Foss Home Tax Deferred Annuity Plan covers 225 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $19M.

#13,513
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Foss Home Tax Deferred Annuity Plan's outsized position by total assets

Foss Home Tax Deferred Annuity Plan vs every filed plan by assets

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

$19,212,033 Top 28% higher than 72% 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

Foss Home Tax Deferred Annuity 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. Foss Home Tax Deferred Annuity Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foss Home Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Foss Home Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Foss Home Tax Deferred Annuity Plan reported participants rose from 220 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910573114 · Foss Home and Village PY 2023 · Other

Foss Home Tax Deferred Annuity Plan · $19M · 225 · 72nd

  • EIN $19M
  • EIN 225
  • EIN 72nd
  • EIN Other
  • EIN near Harbor 403(b) Plan
  • EIN ind #13513

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 Washington →

Foss Home Tax Deferred Annuity Plan in the asset neighbourhood

Mobilization for Justice, Inc. 403(b) PlanMobilization for Justice, In…$19MTenderloin Neighborhood Development Corporation 403(b) Retirement PlanTenderloin Neighborhood Deve…$19MFoss Home Tax Deferred Annuity PlanFoss Home Tax Deferred Annui…$19MHarbor 403(b) Plan$19MBethesda 403b Retirement Plan$19M
End-of-year total assets ($M) among Foss Home Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN910573114
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foss Home and Village)

Sponsor-wide plan assets over time

All Foss Home and Village plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.405384674844363% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.8M $20.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 220 $17M
2023 1 225 $19M
2024 1 218 $21M

Nearby Other Plans in Washington

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

Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Foss Home Tax Deferred Annuity Plan, Total assets ($B): 0.019212033 · Participants: 225Foss Home Tax Deferred Annuity PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Foss Home Tax Deferred Annuity Plan side-by-side with 3 peers →

Foss Home Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Harbor 403(b) Plan in OH ($19M); by covered participants it is Viterbo University, Inc. Defined Contribution Retirement Plan in WI (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Foss Home Tax Deferred Annuity Plan assets move in 2023? ▼
Foss Home Tax Deferred Annuity Plan grew at a solid clip - up 14.2% during 2023, from $17M to $19M. Reported net income was $2M.
How have Foss Home and Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foss Home and Village's sponsor-wide assets grew 24.4%, from $17M to $21M.
Which Other plans are similar in size to Foss Home Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Harbor 403(b) Plan in OH ($19M, 494 participants).
Which Other plans cover a similar participant headcount to Foss Home Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Defined Contribution Retirement Plan in WI (225 participants, $60M 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 910573114.

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.