Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Benaroya Research Institute at Virginia Mason · Washington · Professional & Technical Services

What the 2023 filing shows

Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan holds $74M for 284 participants — about $259,100 per participant, down 14.8% over the 2022 plan year.

$74M
total plan assets (2022 EOY)
284
covered participants
$259,100
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $13M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$74M
Participants
284
State
Industry
Professional & Technical Services

What the Filing Says About Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan

Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Benaroya Research Institute at Virginia Mason, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $74M in total end-of-year assets and covers 284 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 910653422, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2022 to $74M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $74M, with reported net income of $-12,796,759 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$86M
Total Assets (End of Year)$74M
Net Assets (End of Year)$74M
Net Income$-12,796,759
Plan TypeProfit Sharing
Employer EIN910653422
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benaroya Research Institute at Virginia Mason)

Year Plans Participants Total Assets
2022 1 284 $74M
2023 1 279 $88M
2024 1 285 $102M

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Frequently Asked Questions

How much money is in the Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan holds $74M in total assets with 284 participants. It is sponsored by Benaroya Research Institute at Virginia Mason.
What type of plan is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan?
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 910653422.
Who sponsors the Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan?
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan is sponsored by Benaroya Research Institute at Virginia Mason, located in Washington. The sponsor's EIN is 910653422 and the plan operates in the Professional & Technical Services industry.
How did Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan perform in 2022?
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan declined by 14.8% during 2022, moving from $86M to $74M in total assets. Net income was $-12,796,759.
Where can I find official filings for Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan?
Official Form 5500 filings for Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910653422 or plan name at efast.dol.gov.
How does Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan compare to other plans?
You can compare Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 910653422.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.