Other · DOL Form 5500 · 2022

Overlake Hospital Medical Center Retirement Plan

Data updated 2026-08-25

$435M
Total assets Above avg plan size
3,301
Participants Above avg headcount
98th
Percentile by assets National rank
$131,656
Avg per participant Near avg balance/head
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Official DOL plan name: Overlake Hospital Medical Center 403(b)Retirement Plan · Sponsored by Overlake Hospital Medical Center · Washington · Healthcare & Social Assistance

$435M in assets, 3,301 participants

Overlake Hospital Medical Center's Overlake Hospital Medical Center 403(b)Retirement Plan reported $435M in total assets and 3,301 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,632 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Overlake Hospital Medical Center 403(b)Retirement Plan covers 3,301 participants in Washington, 2.2x the typical Washington plan (state average ~1,476 per filing). Assets: $435M.

#19,632
in Healthcare & Social Assistance (20,060 peers)
+8.0%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Overlake Hospital Medical Center 403(b)Retirement Plan's outsized position by total assets

Overlake Hospital Medical Center 403(b)Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$434,597,438 Top 2% higher than 98% of 139,123 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 2022

Overlake Hospital Medical Center 403(b)Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overlake Hospital Medical Center 403(b)Retirement Plan lands in the large band (3,301 participants).

EBSA filing schedule strip

Filing strip 910652651 · Overlake Hospital Medical Center PY 2022 · Other

Overlake Hospital Medical Center 403(b)Retirement Plan · $435M · 3,301 · 98th

  • BOY $435M
  • BOY 3,301
  • BOY 98th
  • BOY Other
  • BOY near Nicklaus Children's Health System Retirement Plan
  • BOY ind #19632

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 →

Overlake Hospital Medical Center 403(b)Retirement Plan in the asset neighbourhood

Community Hospitals of Central California Tax Sheltered Annuity PlanCommunity Hospitals of Centr…$439MJax 403(b) Retirement Plan$438MNicklaus Children's Health System Retirement PlanNicklaus Children's Health S…$435MOverlake Hospital Medical Center 403(b)Retirement PlanOverlake Hospital Medical Ce…$435MStormont-Vail Healthcare Employee 403(b) PlanStormont-Vail Healthcare Emp…$430M
End-of-year total assets ($M) among Overlake Hospital Medical Center 403(b)Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$402M
Net Assets (End of Year)$435M
Net Income$32M
Employer EIN910652651
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overlake Hospital Medical Center)

Sponsor-wide plan assets over time

All Overlake Hospital Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$654M 50.3796423668747% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $435M $654M ▲ +50.4%
Year Plans Participants Total Assets
2022 2 5,622 $435M
2023 1 3,392 $548M
2024 1 3,637 $654M

Nearby Other Plans in Washington

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

Overlake Hospital Medical Center 403(b)Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.20.40.60.811.2 Total assets ($B) Participants Overlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanGonzaga University 403b Retirement Plan, Total assets ($B): 0.416504982 · Participants: 1426Gonzaga University 403b Retirement Plan
Overlake Hospital Medical Center 403(b)Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Overlake Hospital Medical Center 403(b)Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Nicklaus Children's Health System Retirement Plan in FL ($435M); by covered participants it is Emanate Health Retirement Plan in CA (3,299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,301 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Overlake Hospital Medical Center 403(b)Retirement Plan assets move in 2022?
Overlake Hospital Medical Center 403(b)Retirement Plan grew at a solid clip - up 8.0% during 2022, from $402M to $435M. Reported net income was $32M.
How have Overlake Hospital Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Overlake Hospital Medical Center's sponsor-wide assets grew 50.4%, from $435M to $654M.
Where does Overlake Hospital Medical Center 403(b)Retirement Plan rank by assets among Form 5500 filers?
Overlake Hospital Medical Center 403(b)Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Overlake Hospital Medical Center 403(b)Retirement Plan?
Among Other plans in other states, the closest by assets is Nicklaus Children's Health System Retirement Plan in FL ($435M, 4,000 participants).
Which Other plans cover a similar participant headcount to Overlake Hospital Medical Center 403(b)Retirement Plan?
Among Other plans in other states, the closest by covered participants is Emanate Health Retirement Plan in CA (3,299 participants, $337M in assets).