How big is Wesley Homes' plan?

Wesley Homes' plan reported $19.6M in assets and 506 participants for 2024.

Original filing (PDF)20250801145429NAL0006336753001

Wesley Homes

Name: Wesley Homes — Wesley 403(b) Retirement Plan, Form 5500 (2024)
Creator: Wesley Homes
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wesley 403(b) Retirement Plan

403(b) retirement plan · Wesley Homes' Wesley 403(b) Retirement Plan held $19.6M in plan assets for 506 participants in 2024.

Active participants

506

Accounts w/ balance

436

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

Jim Yamamoto signed Wesley Homes' 2024 Form 5500 as plan administrator.

Jim Yamamoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wesley Homes' EIN is 91-0583380.

EIN 91-0583380

Plan number 001

Plan year 2024

ACK ID 20250801145429NAL0006336753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wesley Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wesley Homes' plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESLEY HOMES.

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How this plan invests

This plan

1 pooled trust

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

WESLEY HOMES

EIN

all filings

Address

18000 72ND AVENUE SOUTH · SUITE 217 · KENT, WA · 98032

Phone

(206) 870-1229

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

METZ CPA, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS, INC.	06-1397348	—	NONE	$38K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP, INC	06-1053228	GLASTONBURY, CT	NONE	$24K	—
CHARLES SCHWAB TRUST BANK

Investments

48 direct securities · 1 pooled fund· $19.3M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$10.2M

19 holdings

Common Collective Trusts

$3.9M

4 holdings

Other securities

$2.6M

5 holdings

Pooled Separate Accounts

$2.0M

18 holdings

Pooled Separate Account

$306K

1 holding

Bonds / Notes

$214K

1 holding

Stable Value

$13K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$5.4M Dimensional / DFA$3.9M PIMCO$3.0M Fidelity$1.8M T. Rowe Price$1.3M Dodge & Cox$1.2M Transamerica$1.0M JPMorgan$503K Prudential / PGIM$456K

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					% of plan
PIMCO Total Return Fund Mutual Fund	Mutual Funds	—	—	$3.0M	15.3%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.2M	11.2%
Mutual of America 2045 Retirement Fund Pooled Separate Account 86 * Fidelity VIP Equity-Income Fund Pooled Separate Account 47 * Schwab Bank Sweep Money Market Fund	Pooled Separate Accounts	—	—	$1.7M	8.8%
T Rowe Price Growth Stock Fund Mutual Fund	Mutual Funds	—	—	$1.3M	6.8%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$1.2M	5.9%
Transamerica Short-Term Bond Fund Mutual Fund	Other securities	—	—	$1.0M	5.3%
DFA U.S. Large Cap Value Portfolio Fund Mutual Fund	Mutual Funds	—	—	$1.0M	5.3%
DFA Inflation-Protected Securities Portfolio Fund Mutual Fund	Mutual Funds	—	—	$920K	4.7%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$829K	4.2%
PIMCO Low-Duration Fund Mutual Fund 235 Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$717K	3.7%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$610K	3.1%
DFA International Small Company Portfolio Fund Mutual Fund	Mutual Funds	—	—	$605K	3.1%
Parnassus Core Equity Fund Mutual Fund	Other securities	—	—	$534K	2.7%
JPMorgan Mid Cap Value Fund Mutual Fund	Other securities	—	—	$503K	2.6%
PGIM Jennison Mid-Cap Growth Fund Mutual Fund	Other securities	—	—	$456K	2.3%
DFA U.S. Small Cap Value Portfolio Fund Mutual Fund	Mutual Funds	—	—	$454K	2.3%
Vanguard Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$406K	2.1%
Vanguard REIT Index Fund Mutual Fund	Common Collective Trusts	—	—	$361K	1.8%
SEPERATE ACCOUNT NUMBERS ES2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$306K	1.6%
DFA U.S. Micro Cap Portfolio Fund Mutual Fund	Mutual Funds	—	—	$275K	1.4%
Participant Loans Interest rates from 4.25% to 9.50% $0	Bonds / Notes	—	—	$214K	1.1%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$75K	0.4%
Amana Growth Fund Mutual Fund	Other securities	—	—	$54K	0.3%
Mutual of America Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$46K	0.2%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$41K	0.2%
Mutual of America Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.2%
Fidelity VIP Contrafund Pooled Separate Account	Pooled Separate Accounts	—	—	$35K	0.2%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$29K	0.1%
Mutual of America 2020 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.1%
Mutual of America Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.1%
Mutual of America Balanced Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.1%
Mutual of America Mid Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	<0.1%
American Century VP Capital Appreciation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	<0.1%
Schwab Value Advantage Money Fund Money Market Fund	Mutual Funds	—	—	$16K	<0.1%
Fidelity VIP Mid Cap Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	<0.1%
Mutual of America Interest Accumulation Guaranteed Investment Contract	Stable Value	—	—	$13K	<0.1%
Mutual of America Intermediate Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%
Mutual of America All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	<0.1%
Mutual of America Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
Mutual of America Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
Fidelity VIP Asset Manager Portfolio Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Mutual of America International Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Mutual of America Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
DWS Capital Growth VIP Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%