Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health

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

Sponsored by Peninsula Behavioral Health · Washington · Healthcare & Social Assistance

What the 2023 filing shows

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health holds $5M for 131 participants — about $37,792 per participant, down 14.8% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
131
covered participants
$37,792
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $862K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
131
State
Industry
Healthcare & Social Assistance

What the Filing Says About The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health is a Profit Sharing retirement plan sponsored by Peninsula Behavioral Health, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 131 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 910869129, and the plan has been effective since 1973-12-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-861,664 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)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-861,664
Plan TypeProfit Sharing
Employer EIN910869129
Plan Effective Date1973-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Behavioral Health)

Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 132 $7M
2024 1 133 $8M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
As of the 2022 Form 5500 filing, The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health holds $5M in total assets with 131 participants. It is sponsored by Peninsula Behavioral Health.
What type of plan is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health is a Profit Sharing plan. It has been effective since 1973-12-26. The plan is filed with the U.S. Department of Labor under EIN 910869129.
Who sponsors the The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health is sponsored by Peninsula Behavioral Health, located in Washington. The sponsor's EIN is 910869129 and the plan operates in the Healthcare & Social Assistance industry.
How did The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health perform in 2022?
The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health declined by 14.8% during 2022, moving from $6M to $5M in total assets. Net income was $-861,664.
Where can I find official filings for The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
Official Form 5500 filings for The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910869129 or plan name at efast.dol.gov.
How does The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health compare to other plans?
You can compare The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health 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 910869129.

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.