Other · DOL Form 5500 · 2024
Bellwether Housing Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $58,146
- Avg per participant Low balance/head
Official DOL plan name: Bellwether Housing Retirement Savings Plan · Sponsored by Bellwether Housing · Washington · Real Estate
$9M in assets, 158 participants
Bellwether Housing's Bellwether Housing Retirement Savings Plan reported $9M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #3,320 in Real Estate (4,605 peers)
Coverage in Washington
Bellwether Housing Retirement Savings Plan covers 158 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.
- #3,320
- in Real Estate (4,605 peers)
- +11.0%
- assets growth YoY
Bellwether Housing Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers
Bellwether Housing Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,187,015 Top 46% higher than 54% 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
Bellwether Housing Retirement Savings 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. Bellwether Housing Retirement Savings Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellwether Housing Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 911116960 · Bellwether Housing PY 2024 · Other
Bellwether Housing Retirement Savings Plan · $9M · 158 · 54th
- VS-ST $9M
- BOY 158
- SCH 54th
- EBSA Other
- PART near Center for Emergency Medicine Defined Contribution Plan
- TYPE ind #3320
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 Real Estate retirement plans → · Plans in Washington →
Bellwether Housing Retirement Savings Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $911K |
| Employer EIN | 911116960 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellwether Housing)
Sponsor-wide plan assets over time
All Bellwether Housing plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 24.03391884033943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $7M |
| 2023 | 1 | 158 | $8M |
| 2024 | 1 | 158 | $9M |
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
Bellwether Housing Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Center for Emergency Medicine Defined Contribution Plan in PA ($9M); by covered participants it is Whitefield Academy 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Whitefield Academy 403(b) Plan (GA) 158 · 0 off
- Gateway Community Industries 403(b) Tda Plan (NY) 158 · 0 off
- Meridian International Center Defined Contribution Retirement Plan (DC) 158 · 0 off
- Brescia University, Inc. Retirement Plan (KY) 158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.