Other · DOL Form 5500 · 2024
The Army Distaff Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $66,783
- Avg per participant Below avg balance/head
Official DOL plan name: The Army Distaff Foundation Tax Sheltered Annuity · Sponsored by The Army Distaff Foundation, Inc. · District of Columbia · Healthcare & Social Assistance
$11M in assets, 162 participants
The Army Distaff Foundation, Inc.'s The Army Distaff Foundation Tax Sheltered Annuity reported $11M in total assets and 162 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.
- #10,640 in Healthcare & Social Assistance (16,916 peers)
Coverage in District of Columbia
The Army Distaff Foundation Tax Sheltered Annuity covers 162 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $11M.
- #10,640
- in Healthcare & Social Assistance (16,916 peers)
- +3.5%
- assets growth YoY
The Army Distaff Foundation Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Army Distaff Foundation Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,818,877 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 Army Distaff Foundation Tax Sheltered Annuity 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 Army Distaff Foundation Tax Sheltered Annuity sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Army Distaff Foundation Tax Sheltered Annuity reported net income fell from $1M in the plan year 2023 filing to $365K in the plan year 2024 filing.
- The Army Distaff Foundation Tax Sheltered Annuity reported participants fell from 170 in the plan year 2023 filing to 162 in the plan year 2024 filing.
- The Army Distaff Foundation Tax Sheltered Annuity end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530246852 · The Army Distaff Foundation, Inc. PY 2024 · Other
The Army Distaff Foundation Tax Sheltered Annuity · $11M · 162 · 57th
- VS-ST $11M
- VS-ST 162
- VS-ST 57th
- VS-ST Other
- VS-ST near West Side Montessori School 403(b) Defined Contribution Retirement Plan
- VS-ST ind #10640
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 District of Columbia →
The Army Distaff Foundation Tax Sheltered Annuity in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $365K |
| Employer EIN | 530246852 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Army Distaff Foundation, Inc.)
Sponsor-wide plan assets over time
All The Army Distaff Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 16.327620323146945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $9M |
| 2023 | 1 | 170 | $10M |
| 2024 | 1 | 162 | $11M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
The Army Distaff Foundation Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY ($11M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (162 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 (162 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.