Other · DOL Form 5500 · 2024
SOAR365 Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $26,641
- Avg per participant Low balance/head
Official DOL plan name: Soar365 Retirement Plan 403(b) · Sponsored by SOAR365 · Virginia · Healthcare & Social Assistance
$8M in assets, 290 participants
SOAR365's Soar365 Retirement Plan 403(b) reported $8M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,331 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Soar365 Retirement Plan 403(b) covers 290 participants in Virginia, about 37% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #9,331
- in Healthcare & Social Assistance (16,916 peers)
- +27.6%
- assets growth YoY
Soar365 Retirement Plan 403(b)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Soar365 Retirement Plan 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,725,806 Top 50% higher than 50% 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
Soar365 Retirement Plan 403(b) 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. Soar365 Retirement Plan 403(b) sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Soar365 Retirement Plan 403(b) end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Soar365 Retirement Plan 403(b) reported participants rose from 282 in the plan year 2023 filing to 290 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540629691 · SOAR365 PY 2024 · Other
Soar365 Retirement Plan 403(b) · $8M · 290 · 50th
- EOY $8M
- 5500 290
- ASSETS 50th
- PCT Other
- EIN near Work, Inc. 403(b) Plan
- RANK ind #9331
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 Virginia →
Soar365 Retirement Plan 403(b) in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 540629691 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SOAR365)
Sponsor-wide plan assets over time
All SOAR365 plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 76.12480143857864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $4M |
| 2023 | 1 | 282 | $6M |
| 2024 | 1 | 290 | $8M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Soar365 Retirement Plan 403(b)'s out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Work, Inc. 403(b) Plan in MA ($8M); by covered participants it is United Nations Foundation, Inc. 403(b) DC Plan in DC (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Work, Inc. 403(b) Plan (MA) $8M · 445
- Compass Tax Deferred Annuity Plan (MA) $8M · 161
- Third Street Family Health Services Retirement Plan (OH) $8M · 259
- Faith Academy of Mobile Inc. 403b Plan (AL) $8M · 145
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- United Nations Foundation, Inc. 403(b) DC Plan (DC) 290 · 0 off
- Bear Creek School 403b Retirement Plan (WA) 290 · 0 off
- North Cobb Christian School 403b Plan (GA) 290 · 0 off
- The Taft School 403(b) Retirement Plan (CT) 290 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.