Other · DOL Form 5500 · 2024

Financial Accounting Foundation Retirement Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
149
Participants Small participant base
92nd
Percentile by assets National rank
$924,324
Avg per participant High balance/head
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Official DOL plan name: Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · Sponsored by Financial Accounting Foundation · Connecticut · Other Services

$138M in assets, 149 participants

Financial Accounting Foundation's Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported $138M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,528 in Other Services (7,719 peers)

Coverage in Connecticut

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan covers 149 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $138M.

#7,528
in Other Services (7,719 peers)
+16.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's outsized position by total assets

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$137,724,256 Top 8% higher than 92% of 123,620 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 2024

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan end-of-year assets rose from $118M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported participants rose from 141 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan reported net income rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237211935 · Financial Accounting Foundation PY 2024 · Other

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan · $138M · 149 · 92nd

  • PHOTO $138M
  • IND 149
  • EOY 92nd
  • 5500 Other
  • ASSETS near Regional Enterprises, Inc. 403(b) Plan
  • PCT ind #7528

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 Other Services retirement plans → · Plans in Connecticut →

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in the asset neighbourhood

Columbia Grammar and Preparatory School 403(b) DC PlanColumbia Grammar and Prepara…$138MSt. John's College Defined Contribution Retirement PlanSt. John's College Defined C…$138MFinancial Accounting Foundation Employees' Tax Sheltered Annuity PlanFinancial Accounting Foundat…$138MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$138MPhiladelphia University Defined Contribution Retirement PlanPhiladelphia University Defi…$138M
End-of-year total assets ($M) among Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$138M
Net Income$19M
Employer EIN237211935
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Accounting Foundation)

Sponsor-wide plan assets over time

All Financial Accounting Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.871886513047905% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $157M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 182 $119M
2023 2 180 $138M
2024 2 185 $157M

Nearby Other Plans in Connecticut

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

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan, Total assets ($B): 0.137724256 · Participants: 149Financial Accounting Foundation Employees' Tax Sheltered Annuity PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan side-by-side with 3 peers →

Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($138M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan assets move in 2024? ▼
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan grew sharply - up 16.3% during 2024, from $118M to $138M. Reported net income was $19M.
How have Financial Accounting Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Accounting Foundation's sponsor-wide assets grew 31.9%, from $119M to $157M.
Where does Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Regional Enterprises, Inc. 403(b) Plan in WI ($138M, 1,151 participants).
Which Other plans cover a similar participant headcount to Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237211935.

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.