Other · DOL Form 5500 · 2024
Wesley Homes Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 428
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $45,842
- Avg per participant Low balance/head
Official DOL plan name: Wesley 403(b) Retirement Plan · Sponsored by Wesley Homes · Washington · Healthcare & Social Assistance
$20M in assets, 428 participants
Wesley Homes's Wesley 403(b) Retirement Plan reported $20M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,596 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Wesley 403(b) Retirement Plan covers 428 participants in Washington, about 29% of the average Washington filer (state average ~1,476 per filing). Assets: $20M.
- #12,596
- in Healthcare & Social Assistance (16,916 peers)
- +11.3%
- assets growth YoY
Wesley 403(b) Retirement Plan's outsized position by total assets
Wesley 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,620,294 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wesley 403(b) Retirement 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. Wesley 403(b) Retirement Plan sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wesley 403(b) Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Wesley 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Wesley 403(b) Retirement Plan reported participants rose from 408 in the plan year 2023 filing to 428 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 910583380 · Wesley Homes PY 2024 · Other
Wesley 403(b) Retirement Plan · $20M · 428 · 70th
- PCT $20M
- EIN 428
- RANK 70th
- PHOTO Other
- IND near Aceee 403(b)Plan
- EOY ind #12596
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 →
Wesley 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 910583380 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesley Homes)
Sponsor-wide plan assets over time
All Wesley Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 27.3769219457994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $15M |
| 2023 | 1 | 408 | $18M |
| 2024 | 1 | 428 | $20M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Wesley 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Aceee 403(b)Plan in DC ($20M); by covered participants it is O'bleness Memorial Hospital Tax Sheltered Annuity Plan in OH (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Aceee 403(b)Plan (DC) $20M · 86
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) $20M · 316
- Menno Haven, Inc. 403(b) Plan (PA) $20M · 721
- Pleasant Valley Hospital Employees' 403(b) Plan (WV) $20M · 324
Similar participant headcount
Nearest other-state filings by covered participants (428 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.