Profit Sharing · DOL Form 5500 · 2024

Plymouth Housing Group Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
370
Participants Below avg headcount
60th
Percentile by assets National rank
$32,639
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plymouth Housing Group 403(b)Retirement Plan · Sponsored by Plymouth Housing Group · Washington · Healthcare & Social Assistance

$12M in assets, 370 participants

Plymouth Housing Group's Plymouth Housing Group 403(b)Retirement Plan reported $12M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,018 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Plymouth Housing Group 403(b)Retirement Plan covers 370 participants in Washington, about 25% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#11,018
in Healthcare & Social Assistance (16,916 peers)
+31.3%
assets growth YoY

Plymouth Housing Group 403(b)Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plymouth Housing Group 403(b)Retirement Plan vs every filed plan by assets

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

$12,076,425 Top 40% higher than 60% 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

Plymouth Housing Group 403(b)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. Plymouth Housing Group 403(b)Retirement Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plymouth Housing Group 403(b)Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Plymouth Housing Group 403(b)Retirement Plan reported participants rose from 272 in the plan year 2023 filing to 370 in the plan year 2024 filing.
  • Plymouth Housing Group 403(b)Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911122621 · Plymouth Housing Group PY 2024 · Profit Sharing

Plymouth Housing Group 403(b)Retirement Plan · $12M · 370 · 60th

  • BOY $12M
  • SCH 370
  • EBSA 60th
  • PART Profit Sharing
  • TYPE near Chadmark, Inc., Profit Sharing Plan
  • NET ind #11018

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 Washington →

Plymouth Housing Group 403(b)Retirement Plan in the asset neighbourhood

Plymouth Housing Group 403(b)Retirement PlanPlymouth Housing Group 403(b…$12MChadmark, Inc., Profit Sharing PlanChadmark, Inc., Profit Shari…$12MService Tool Co., LLC Retirement PlanService Tool Co., LLC Retire…$12MKern Regional Center Defined Contribution Retirement PlanKern Regional Center Defined…$12MChicago Hardware & Fixture Company Employee Profit Sharing PlanChicago Hardware & Fixture C…$12M
End-of-year total assets ($M) among Plymouth Housing Group 403(b)Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN911122621
Plan Effective Date1996-06-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Plymouth Housing Group)

Sponsor-wide plan assets over time

All Plymouth Housing Group plans reported in each filing year

Latest sponsor-wide plan assets
$12M 60.07687290044023% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.54M $12.1M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 253 $8M
2023 1 272 $9M
2024 1 370 $12M

Nearby Profit Sharing Plans in Washington

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

Plymouth Housing Group 403(b)Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Plymouth Housing Group 403(b)Retirement Plan, Total assets ($M): 12.076425 · Participants: 370Plymouth Housing Group 403(b)Retirement PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 680.146571 · Participants: 1926Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 650.542267 · Participants: 2593Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 561.583701 · Participants: 11865Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 497.670399 · Participants: 72804SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 262.703057 · Participants: 1633Western Washington Painters Defined Contribution Pension Plan
Plymouth Housing Group 403(b)Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Plymouth Housing Group 403(b)Retirement Plan side-by-side with 3 peers →

Plymouth Housing Group 403(b)Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Chadmark, Inc., Profit Sharing Plan in NC ($12M); by covered participants it is Encompass Community Services 403(b) Plan in CA (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Plymouth Housing Group 403(b)Retirement Plan assets move in 2024? ▼
Plymouth Housing Group 403(b)Retirement Plan surged - up 31.3% during 2024, from $9M to $12M. Reported net income was $3M.
How have Plymouth Housing Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plymouth Housing Group's sponsor-wide assets grew 60.1%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Plymouth Housing Group 403(b)Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chadmark, Inc., Profit Sharing Plan in NC ($12M, 63 participants).
Which Profit Sharing plans cover a similar participant headcount to Plymouth Housing Group 403(b)Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Encompass Community Services 403(b) Plan in CA (371 participants, $8M 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 911122621.

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.