Other · DOL Form 5500 · 2024
DONORCONNECT Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $96,075
- Avg per participant Below avg balance/head
Official DOL plan name: Donorconnect 403(b) Retirement Plan · Sponsored by DONORCONNECT · Utah · Healthcare & Social Assistance
$15M in assets, 156 participants
DONORCONNECT's Donorconnect 403(b) Retirement Plan reported $15M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,737 in Healthcare & Social Assistance (16,916 peers)
Coverage in Utah
Donorconnect 403(b) Retirement Plan covers 156 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $15M.
- #11,737
- in Healthcare & Social Assistance (16,916 peers)
- +21.7%
- assets growth YoY
Donorconnect 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Donorconnect 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,987,656 Top 36% higher than 64% 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
Donorconnect 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. Donorconnect 403(b) Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Donorconnect 403(b) Retirement Plan reported net income rose from $328K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Donorconnect 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Donorconnect 403(b) Retirement Plan reported participants rose from 139 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870447660 · DONORCONNECT PY 2024 · Other
Donorconnect 403(b) Retirement Plan · $15M · 156 · 64th
- EBSA $15M
- PART 156
- TYPE 64th
- NET Other
- BOOK near Evergreen Goodwill of Northwest Washington 403(b) Plan
- VS-ST ind #11737
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 Utah →
Donorconnect 403(b) Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 870447660 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DONORCONNECT)
Sponsor-wide plan assets over time
All DONORCONNECT plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 25.033857856899854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $12M |
| 2023 | 1 | 139 | $12M |
| 2024 | 1 | 156 | $15M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
Donorconnect 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA ($15M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 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.