Profit Sharing · DOL Form 5500 · 2024

The Geneva Foundation Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
388
Participants Below avg headcount
79th
Percentile by assets National rank
$88,296
Avg per participant Below avg balance/head
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Official DOL plan name: The Geneva Foundation 403(b) Plan · Sponsored by The Geneva Foundation · Washington · Professional & Technical Services

$34M in assets, 388 participants

The Geneva Foundation's The Geneva Foundation 403(b) Plan reported $34M in total assets and 388 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,050 in Professional & Technical Services (20,173 peers)

Coverage in Washington

The Geneva Foundation 403(b) Plan covers 388 participants in Washington, about 26% of the average Washington filer (state average ~1,476 per filing). Assets: $34M.

#16,050
in Professional & Technical Services (20,173 peers)
-0.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Geneva Foundation 403(b) Plan's outsized position by total assets

The Geneva Foundation 403(b) Plan vs every filed plan by assets

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

$34,258,950 Top 21% higher than 79% 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

The Geneva Foundation 403(b) 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. The Geneva Foundation 403(b) Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Geneva Foundation 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to -$90K in the plan year 2024 filing.
  • The Geneva Foundation 403(b) Plan reported participants rose from 377 in the plan year 2023 filing to 388 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911593913 · The Geneva Foundation PY 2024 · Profit Sharing

The Geneva Foundation 403(b) Plan · $34M · 388 · 79th

  • ASSETS $34M
  • PCT 388
  • EIN 79th
  • RANK Profit Sharing
  • PHOTO near Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement
  • IND ind #16050

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 Professional & Technical Services retirement plans → · Plans in Washington →

The Geneva Foundation 403(b) Plan in the asset neighbourhood

Teva Pr LLC Savings Plan$34MBen Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust AgreementBen Hill Griffin, Inc. Emplo…$34MThe Geneva Foundation 403(b) PlanThe Geneva Foundation 403(b)…$34MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$34MLowenstein Sandler 2016 Profit Sharing PlanLowenstein Sandler 2016 Prof…$34M
End-of-year total assets ($M) among The Geneva Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$34M
Net Income-$90K
Employer EIN911593913
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Geneva Foundation)

Sponsor-wide plan assets over time

All The Geneva Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.613406132827762% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.4M $34.3M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 410 $29M
2023 1 377 $34M
2024 1 388 $34M

Nearby Profit Sharing Plans in Washington

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

The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0200400600800 Total assets ($M) Participants The Geneva Foundation 403(b) Plan, Total assets ($M): 34.25895 · Participants: 388The Geneva Foundation 403(b) PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 680.146571 · Participants: 1926Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 650.542267 · Participants: 2593Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 561.583701 · Participants: 11865Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 497.670399 · Participants: 72804SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 262.703057 · Participants: 1633Western Washington Painters Defined Contribution Pension Plan
The Geneva Foundation 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare The Geneva Foundation 403(b) Plan side-by-side with 3 peers →

The Geneva Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL ($34M); by covered participants it is Supermercados Econo, Inc Savings and Retirement Plan in PR (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 The Geneva Foundation 403(b) Plan assets move in 2024? ▼
The Geneva Foundation 403(b) Plan held essentially flat - down 0.3% during 2024, from $34M to $34M. Reported net income was -$90K.
How have The Geneva Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Geneva Foundation's sponsor-wide assets grew 16.6%, from $29M to $34M.
Where does The Geneva Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
The Geneva Foundation 403(b) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Geneva Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL ($34M, 138 participants).
Which Profit Sharing plans cover a similar participant headcount to The Geneva Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Supermercados Econo, Inc Savings and Retirement Plan in PR (388 participants, $2M 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 911593913.

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.