Other · DOL Form 5500 · 2024
The Road Home Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 314
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $32,737
- Avg per participant Low balance/head
Official DOL plan name: The Road Home 403(b)(7) Retirement Plan · Sponsored by The Road Home · Utah · Healthcare & Social Assistance
$10M in assets, 314 participants
The Road Home's The Road Home 403(b)(7) Retirement Plan reported $10M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,445 in Healthcare & Social Assistance (16,916 peers)
The Road Home multi-year trail
The Road Home's plans moved +36.9% in assets from 2022 to 2024; this filing shows The Road Home 403(b)(7) Retirement Plan at $10M / 314 participants.
- #10,445
- in Healthcare & Social Assistance (16,916 peers)
- +11.2%
- assets growth YoY
The Road Home 403(b)(7) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Road Home 403(b)(7) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,279,541 Top 44% higher than 56% 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 Road Home 403(b)(7) 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 Road Home 403(b)(7) Retirement Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Road Home 403(b)(7) Retirement Plan reported participants rose from 217 in the plan year 2023 filing to 314 in the plan year 2024 filing.
- The Road Home 403(b)(7) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Road Home 403(b)(7) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870212465 · The Road Home PY 2024 · Other
The Road Home 403(b)(7) Retirement Plan · $10M · 314 · 56th
- NET $10M
- NET 314
- NET 56th
- NET Other
- NET near Admiral Farragut Academy, Inc. 403(b) DC Plan
- NET ind #10445
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 Utah →
The Road Home 403(b)(7) Retirement Plan in the asset neighbourhood
The Road Home multi-year asset trail
Sponsor-wide plan assets over time
All The Road Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 36.94180898881943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $8M |
| 2023 | 1 | 217 | $9M |
| 2024 | 1 | 314 | $10M |
The Road Home filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 870212465 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
The Road Home 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Admiral Farragut Academy, Inc. 403(b) DC Plan in FL ($10M); by covered participants it is Galloway Ridge 403(b) Plan in NC (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.
- Galloway Ridge 403(b) Plan (NC) 314 · 0 off
- Austin College Retirement Plan (TX) 314 · 0 off
- Austin College Tax-Deferred Annuity Plan (TX) 314 · 0 off
- St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan (VA) 314 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.