Other · DOL Form 5500 · 2024
The Foundation for Senior Living Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 311
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $34,175
- Avg per participant Low balance/head
Official DOL plan name: The Foundation for Senior Living 403(b) Matching Retirement Plan · Sponsored by The Foundation for Senior Living · Arizona · Healthcare & Social Assistance
$11M in assets, 311 participants
The Foundation for Senior Living's The Foundation for Senior Living 403(b) Matching Retirement Plan reported $11M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,567 in Healthcare & Social Assistance (16,916 peers)
The Foundation for Senior Living multi-year trail
The Foundation for Senior Living's plans moved +19.8% in assets from 2022 to 2024; this filing shows The Foundation for Senior Living 403(b) Matching Retirement Plan at $11M / 311 participants.
- #10,567
- in Healthcare & Social Assistance (16,916 peers)
- +0.5%
- assets growth YoY
The Foundation for Senior Living 403(b) Matching Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Foundation for Senior Living 403(b) Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,628,541 Top 43% higher than 57% 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
The Foundation for Senior Living 403(b) Matching 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. The Foundation for Senior Living 403(b) Matching Retirement Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Foundation for Senior Living 403(b) Matching Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $48K in the plan year 2024 filing.
- The Foundation for Senior Living 403(b) Matching Retirement Plan reported participants fell from 332 in the plan year 2023 filing to 311 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860298945 · The Foundation for Senior Living PY 2024 · Other
The Foundation for Senior Living 403(b) Matching Retirement Plan · $11M · 311 · 57th
- BOY $11M
- BOY 311
- BOY 57th
- BOY Other
- BOY near American Rivers Inc. 403(b) Plan
- BOY ind #10567
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 Arizona →
The Foundation for Senior Living 403(b) Matching Retirement Plan in the asset neighbourhood
The Foundation for Senior Living multi-year asset trail
Sponsor-wide plan assets over time
All The Foundation for Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 19.7691394932946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $9M |
| 2023 | 1 | 332 | $11M |
| 2024 | 1 | 311 | $11M |
The Foundation for Senior Living filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $48K |
| Employer EIN | 860298945 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
The Foundation for Senior Living 403(b) Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is American Rivers Inc. 403(b) Plan in DC ($11M); by covered participants it is Virginia Union University Defined Contribution Retirement Plan in VA (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 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.