Other · DOL Form 5500 · 2024

The Ashley House Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
185
Participants Below avg headcount
35th
Percentile by assets National rank
$17,781
Avg per participant Low balance/head
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Official DOL plan name: Ashley House 403(b) Retirement Plan · Sponsored by The Ashley House · Washington · Healthcare & Social Assistance

$3M in assets, 185 participants

The Ashley House's Ashley House 403(b) Retirement Plan reported $3M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,061 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Ashley House 403(b) Retirement Plan covers 185 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.

#6,061
in Healthcare & Social Assistance (16,916 peers)
+54.4%
assets growth YoY

Ashley House 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ashley House 403(b) Retirement Plan vs every filed plan by assets

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

$3,289,436 35th percentile higher than 35% 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

Ashley House 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. Ashley House 403(b) Retirement Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ashley House 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ashley House 403(b) Retirement Plan reported net income rose from $843K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ashley House 403(b) Retirement Plan reported participants rose from 140 in the plan year 2023 filing to 185 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943080307 · The Ashley House PY 2024 · Other

Ashley House 403(b) Retirement Plan · $3M · 185 · 35th

  • VS-ST $3M
  • VS-ST 185
  • VS-ST 35th
  • VS-ST Other
  • VS-ST near The Family Place 403(b) Plan
  • VS-ST ind #6061

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 →

Ashley House 403(b) Retirement Plan in the asset neighbourhood

Shalom Health Care Center Inc. Retirement PlanShalom Health Care Center In…$3MAshley House 403(b) Retirement PlanAshley House 403(b) Retireme…$3MThe Family Place 403(b) Plan$3MAging in America & Affiliates 403(b) PlanAging in America & Affiliate…$3MEarly Learning Coalition of the Nature Coast 403(b) PlanEarly Learning Coalition of …$3M
End-of-year total assets ($M) among Ashley House 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN943080307
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ashley House)

Sponsor-wide plan assets over time

All The Ashley House plans reported in each filing year

Latest sponsor-wide plan assets
$3M 155.3218110931122% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.29M $3.29M ▲ +155.0%
Year Plans Participants Total Assets
2022 1 115 $1M
2023 1 140 $2M
2024 1 185 $3M

Nearby Other Plans in Washington

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

Ashley House 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Ashley House 403(b) Retirement Plan, Total assets ($B): 0.003289436 · Participants: 185Ashley House 403(b) Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Ashley House 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Ashley House 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is The Family Place 403(b) Plan in TX ($3M); by covered participants it is 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas in TX (185 participants). Same-state nearby plans are listed separately above.

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 Ashley House 403(b) Retirement Plan assets move in 2024?
Ashley House 403(b) Retirement Plan surged - up 54.4% during 2024, from $2M to $3M. Reported net income was $1M.
How have The Ashley House plan assets changed over time?
Across 3 plan years on file (2022-2024), The Ashley House's sponsor-wide assets grew 155.3%, from $1M to $3M.
Which Other plans are similar in size to Ashley House 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is The Family Place 403(b) Plan in TX ($3M, 190 participants).
Which Other plans cover a similar participant headcount to Ashley House 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas in TX (185 participants, $9M in assets).