Other · DOL Form 5500 · 2024
Whites Residential Family and Services Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $36,496
- Avg per participant Low balance/head
Official DOL plan name: Whites Residential and Family Services Tax Deferred Annuity Plan · Sponsored by Whites Residential Family and Services · Indiana · Healthcare & Social Assistance
$11M in assets, 288 participants
Whites Residential Family and Services's Whites Residential and Family Services Tax Deferred Annuity Plan reported $11M in total assets and 288 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.
- #10,532 in Healthcare & Social Assistance (16,916 peers)
Whites Residential Family and Services multi-year trail
Whites Residential Family and Services's plans moved +22.6% in assets from 2022 to 2024; this filing shows Whites Residential and Family Services Tax Deferred Annuity Plan at $11M / 288 participants.
- #10,532
- in Healthcare & Social Assistance (16,916 peers)
- +6.8%
- assets growth YoY
Whites Residential and Family Services Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Whites Residential and Family Services Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,510,824 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
Whites Residential and Family Services Tax Deferred Annuity 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. Whites Residential and Family Services Tax Deferred Annuity Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whites Residential and Family Services Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $668K in the plan year 2024 filing.
- Whites Residential and Family Services Tax Deferred Annuity Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Whites Residential and Family Services Tax Deferred Annuity Plan reported participants rose from 279 in the plan year 2023 filing to 288 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 350883520 · Whites Residential Family and Services PY 2024 · Other
Whites Residential and Family Services Tax Deferred Annuity Plan · $11M · 288 · 57th
- EBSA $11M
- EBSA 288
- EBSA 57th
- EBSA Other
- EBSA near Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.
- EBSA ind #10532
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 Indiana →
Whites Residential and Family Services Tax Deferred Annuity Plan in the asset neighbourhood
Whites Residential Family and Services multi-year asset trail
Sponsor-wide plan assets over time
All Whites Residential Family and Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 22.61723289183313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $9M |
| 2023 | 1 | 279 | $10M |
| 2024 | 1 | 288 | $11M |
Whites Residential Family and Services filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $668K |
| Employer EIN | 350883520 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Whites Residential and Family Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. in TN ($11M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (288 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 (288 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.