Other · DOL Form 5500 · 2024
College Success Foundation Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $82,841
- Avg per participant Below avg balance/head
Official DOL plan name: College Success Foundation 403(b) DC Plan · Sponsored by College Success Foundation · Washington · Educational Services
$16M in assets, 193 participants
College Success Foundation's College Success Foundation 403(b) DC Plan reported $16M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #1,760 in Educational Services (3,638 peers)
Coverage in Washington
College Success Foundation 403(b) DC Plan covers 193 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.
- #1,760
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
College Success Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
College Success Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,988,283 Top 34% higher than 66% 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
College Success Foundation 403(b) DC 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. College Success Foundation 403(b) DC Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- College Success Foundation 403(b) DC Plan reported participants rose from 152 in the plan year 2023 filing to 193 in the plan year 2024 filing.
- College Success Foundation 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- College Success Foundation 403(b) DC Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 912036088 · College Success Foundation PY 2024 · Other
College Success Foundation 403(b) DC Plan · $16M · 193 · 66th
- PART $16M
- TYPE 193
- NET 66th
- BOOK Other
- VS-ST near Zufall Health Center 403(b) Plan
- BOY ind #1760
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 Educational Services retirement plans → · Plans in Washington →
College Success Foundation 403(b) DC Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 912036088 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Success Foundation)
Sponsor-wide plan assets over time
All College Success Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 35.82928392864213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $12M |
| 2023 | 1 | 152 | $14M |
| 2024 | 1 | 193 | $16M |
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
College Success Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Zufall Health Center 403(b) Plan in NJ ($16M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 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.