Other · DOL Form 5500 · 2024

The Wayside House, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
64
Participants Small participant base
33rd
Percentile by assets National rank
$41,370
Avg per participant Low balance/head
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Official DOL plan name: The Wayside House, Inc. Tax-Deferred Annuity Plan · Sponsored by The Wayside House, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 64 participants

The Wayside House, Inc.'s The Wayside House, Inc. Tax-Deferred Annuity Plan reported $3M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,426 in Healthcare & Social Assistance (16,916 peers)

The Wayside House, Inc. multi-year trail

The Wayside House, Inc.'s plans moved +139.2% in assets from 2022 to 2024; this filing shows The Wayside House, Inc. Tax-Deferred Annuity Plan at $3M / 64 participants.

#5,426
in Healthcare & Social Assistance (16,916 peers)
-2.6%
assets change YoY

The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wayside House, Inc. Tax-Deferred Annuity Plan among the smaller filed plans by assets

The Wayside House, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets

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

$2,647,701 33rd percentile higher than 33% 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 Wayside House, Inc. Tax-Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wayside House, Inc. Tax-Deferred Annuity Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wayside House, Inc. Tax-Deferred Annuity Plan reported net income fell from $209K in the plan year 2023 filing to -$72K in the plan year 2024 filing.
  • The Wayside House, Inc. Tax-Deferred Annuity Plan reported participants fell from 88 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • The Wayside House, Inc. Tax-Deferred Annuity Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410873104 · The Wayside House, Inc. PY 2024 · Other

The Wayside House, Inc. Tax-Deferred Annuity Plan · $3M · 64 · 33rd

  • SCH $3M
  • SCH 64
  • SCH 33rd
  • SCH Other
  • SCH near New Castle County Head Start, Inc. 403(b) Plan
  • SCH ind #5426

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 Minnesota →

The Wayside House, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood

Northwest Florida Christian Education AssocNorthwest Florida Christian …$3MThe Wayside House, Inc. Tax-Deferred Annuity PlanThe Wayside House, Inc. Tax-…$3MNew Castle County Head Start, Inc. 403(b) PlanNew Castle County Head Start…$3MNorth Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$3MCommunity Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$3M
End-of-year total assets ($M) among The Wayside House, Inc. Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

The Wayside House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wayside House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 139.24961397122937% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.52M $6.04M ▲ +139.7%
Year Plans Participants Total Assets
2022 1 84 $3M
2023 1 88 $3M
2024 2 164 $6M

The Wayside House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$72K
Employer EIN410873104
Plan Effective Date2005-01-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Wayside House, Inc. Tax-Deferred Annuity Plan, Total assets ($B): 0.002647701 · Participants: 64The Wayside House, Inc. Tax-Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare The Wayside House, Inc. Tax-Deferred Annuity Plan side-by-side with 3 peers →

The Wayside House, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is New Castle County Head Start, Inc. 403(b) Plan in DE ($3M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Wayside House, Inc. Tax-Deferred Annuity Plan assets move in 2024? ▼
The Wayside House, Inc. Tax-Deferred Annuity Plan edged down modestly - down 2.6% during 2024, from $3M to $3M. Reported net income was -$72K.
How have The Wayside House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wayside House, Inc.'s sponsor-wide assets grew 139.2%, from $3M to $6M.
Which Other plans are similar in size to The Wayside House, Inc. Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New Castle County Head Start, Inc. 403(b) Plan in DE ($3M, 216 participants).
Which Other plans cover a similar participant headcount to The Wayside House, Inc. Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (64 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 410873104.

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.