Other · DOL Form 5500 · 2024

Foss Home and Village Retirement Plan

Data updated 2026-08-11

$21M
Total assets
218
Participants
71st
Percentile by assets
$95,975
Avg per participant
PlainRetire home → About this data

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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
218
covered participants
71st
percentile by assets (of 123,622 plans)
$95,975
avg assets per participant

Where Foss Home Tax Deferred Annuity Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Foss Home Tax Deferred Annuity Plan reports 218 participants - about 15% of that state average ($21M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN910573114
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foss Home and Village)

$16M$18M$20M$22M 202220232024 $16.8M $20.9M ▲ +24.4%
Total plan assets by year, all Foss Home and Village plans on file
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.

Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants

Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Foss Home Tax Deferr…Fred Hutchinson Canc…Multicare Health Sys…Overlake Hospital Me…Ironworkers District…Gonzaga University 4…
Foss Home Tax Deferred Annuity Plan vs. nearby Other plans in Washington, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Foss Home Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Foss Home Tax Deferred Annuity Plan assets move in 2024?
Foss Home Tax Deferred Annuity Plan grew at a solid clip - up 8.9% during 2024, from $19M to $21M. Reported net income was $2M.
How have Foss Home and Village plan assets changed over time?
Across 3 plan years on file (2022-2024), Foss Home and Village's sponsor-wide assets grew 24.4%, from $17M to $21M.
Which Other plans are similar in size to Foss Home Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Westchester Institute for Human Development 403(b) DC Plan in NY ($21M, 139 participants).

Filing takeaways

Ways to act on Foss Home Tax Deferred Annuity Plan's numbers.