Other · DOL Form 5500 · 2024
Foss Home and Village Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $95,975
- Avg per participant Below avg balance/head
Official DOL plan name: Foss Home Tax Deferred Annuity Plan · Sponsored by Foss Home and Village · Washington · Healthcare & Social Assistance
$21M in assets, 218 participants
Foss Home and Village's Foss Home Tax Deferred Annuity Plan reported $21M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,779 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Foss Home Tax Deferred Annuity Plan covers 218 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $21M.
- #12,779
- in Healthcare & Social Assistance (16,916 peers)
- +8.9%
- assets growth YoY
Foss Home Tax Deferred Annuity Plan's outsized position by total assets
Foss Home Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,922,622 Top 29% higher than 71% 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
Foss Home Tax Deferred Annuity 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. Foss Home Tax Deferred Annuity Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Foss Home Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Foss Home Tax Deferred Annuity Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Foss Home Tax Deferred Annuity Plan reported participants fell from 225 in the plan year 2023 filing to 218 in the plan year 2024 filing.
DOL schedule card
Filing strip 910573114 · Foss Home and Village PY 2024 · Other
Foss Home Tax Deferred Annuity Plan · $21M · 218 · 71st
- VS-ST $21M
- BOY 218
- SCH 71st
- EBSA Other
- PART near Westchester Institute for Human Development 403(b) DC Plan
- TYPE ind #12779
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 →
Foss Home Tax Deferred Annuity Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 910573114 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Foss Home and Village)
Sponsor-wide plan assets over time
All Foss Home and Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.405384674844363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $17M |
| 2023 | 1 | 225 | $19M |
| 2024 | 1 | 218 | $21M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Foss Home Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Westchester Institute for Human Development 403(b) DC Plan in NY ($21M); by covered participants it is University of Northwestern Ohio 403(b) DC in OH (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- University of Northwestern Ohio 403(b) DC (OH) 218 · 0 off
- Grid Alternatives, Inc. 403(b) Plan (CA) 218 · 0 off
- Community Action Agency 403(b) Retirement Plan (MI) 218 · 0 off
- Community Medical Center Inc. Tax Deferred Annuity Plan (NE) 218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.