Other · DOL Form 5500 · 2023

The Wayside House, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
88
Participants Small participant base
34th
Percentile by assets National rank
$31,047
Avg per participant Low balance/head
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Official DOL plan name: The Wayside House, Inc. Tax-Deferred Annuity Plan · Sponsored by The Wayside House, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 88 participants

The Wayside House, Inc.'s The Wayside House, Inc. Tax-Deferred Annuity Plan reported $3M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,161 in Healthcare & Social Assistance (17,684 peers)

The Wayside House, Inc. multi-year trail

The Wayside House, Inc.'s plans moved +139.2% in assets from 2022 to 2024; this filing shows The Wayside House, Inc. Tax-Deferred Annuity Plan at $3M / 88 participants.

#6,161
in Healthcare & Social Assistance (17,684 peers)
+8.3%
assets growth YoY

The Wayside House, Inc. Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Wayside House, Inc. Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,732,126 34th percentile higher than 34% of 127,068 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 2023

The Wayside House, Inc. Tax-Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wayside House, Inc. Tax-Deferred Annuity Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wayside House, Inc. Tax-Deferred Annuity Plan reported net income rose from -$866K in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • The Wayside House, Inc. Tax-Deferred Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Wayside House, Inc. Tax-Deferred Annuity Plan reported participants rose from 84 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410873104 · The Wayside House, Inc. PY 2023 · Other

The Wayside House, Inc. Tax-Deferred Annuity Plan · $3M · 88 · 34th

  • TYPE $3M
  • TYPE 88
  • TYPE 34th
  • TYPE Other
  • TYPE near Employee Benefit Plan of Disability Service Provider Network, Inc.
  • TYPE ind #6161

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 Minnesota →

The Wayside House, Inc. Tax-Deferred Annuity Plan in the asset neighbourhood

The Wayside House, Inc. Tax-Deferred Annuity PlanThe Wayside House, Inc. Tax-…$3MEmployee Benefit Plan of Disability Service Provider Network, Inc.Employee Benefit Plan of Dis…$3MAlliance Healthcare Services Employee Retirement PlanAlliance Healthcare Services…$3MCore Community Organized Relief EffortCore Community Organized Rel…$3MShalom Health Care Center Inc. Retirement PlanShalom Health Care Center In…$3M
End-of-year total assets ($M) among The Wayside House, Inc. Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Wayside House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wayside House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 139.24961397122937% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.52M $6.04M ▲ +139.7%
Year Plans Participants Total Assets
2022 1 84 $3M
2023 1 88 $3M
2024 2 164 $6M

The Wayside House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$209K
Employer EIN410873104
Plan Effective Date2005-01-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Wayside House, Inc. Tax-Deferred Annuity Plan, Total assets ($B): 0.002732126 · Participants: 88The Wayside House, Inc. Tax-Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
The Wayside House, Inc. Tax-Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare The Wayside House, Inc. Tax-Deferred Annuity Plan side-by-side with 3 peers →

The Wayside House, Inc. Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Employee Benefit Plan of Disability Service Provider Network, Inc. in WI ($3M); by covered participants it is Knox School 403(b) DC Plan in NY (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Wayside House, Inc. Tax-Deferred Annuity Plan assets move in 2023? ▼
The Wayside House, Inc. Tax-Deferred Annuity Plan grew at a solid clip - up 8.3% during 2023, from $3M to $3M. Reported net income was $209K.
How have The Wayside House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wayside House, Inc.'s sponsor-wide assets grew 139.2%, from $3M to $6M.
Which Other plans are similar in size to The Wayside House, Inc. Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Disability Service Provider Network, Inc. in WI ($3M, 153 participants).
Which Other plans cover a similar participant headcount to The Wayside House, Inc. Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Knox School 403(b) DC Plan in NY (88 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410873104.

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.