Other · DOL Form 5500 · 2022
Pacific Lutheran University Retirement Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 678
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $312,708
- Avg per participant High balance/head
Official DOL plan name: Pacific Lutheran University 403(b) Retirement Plan · Sponsored by Pacific Lutheran University · Washington · Educational Services
$212M in assets, 678 participants
Pacific Lutheran University's Pacific Lutheran University 403(b) Retirement Plan reported $212M in total assets and 678 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,747 in Educational Services (4,024 peers)
Coverage in Washington
Pacific Lutheran University 403(b) Retirement Plan covers 678 participants in Washington, about 46% of the average Washington filer (state average ~1,476 per filing). Assets: $212M.
- #3,747
- in Educational Services (4,024 peers)
- -17.5%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pacific Lutheran University 403(b) Retirement Plan's outsized position by total assets
Pacific Lutheran University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$212,015,699 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pacific Lutheran University 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Lutheran University 403(b) Retirement Plan sits mid-pack in the medium band (678 participants).
Plan-year Form 5500 strip
Filing strip 910565571 · Pacific Lutheran University PY 2022 · Other
Pacific Lutheran University 403(b) Retirement Plan · $212M · 678 · 96th
- PHOTO $212M
- PHOTO 678
- PHOTO 96th
- PHOTO Other
- PHOTO near Tidalhealth 403(b) Plan
- PHOTO ind #3747
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 Educational Services retirement plans → · Plans in Washington →
Pacific Lutheran University 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $257M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | -$45M |
| Employer EIN | 910565571 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Lutheran University)
Sponsor-wide plan assets over time
All Pacific Lutheran University plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 13.346223479422626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 678 | $212M |
| 2023 | 1 | 646 | $234M |
| 2024 | 1 | 552 | $240M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.1B · 4,435
- Multicare Health System 403(b) Employee Savings Plan $819M · 14,779
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $484M · 6,863
- Virginia Mason Medical Center 403(b) Plan $457M · 5,560
- Overlake Hospital Medical Center 403(b)Retirement Plan $435M · 3,301
Pacific Lutheran University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Tidalhealth 403(b) Plan in MD ($212M); by covered participants it is Family Counseling Center Inc. 403b Plan in MO (678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- Tidalhealth 403(b) Plan (MD) $212M · 4,989
- Siena College Defined Contribution Retirement Plan (NY) $213M · 905
- Doylestown Hospital 403(b) Retirement Savings Plan (PA) $211M · 3,125
- University of La Verne 403(b) Retirement Savings Plan (CA) $213M · 4,729
Similar participant headcount
Nearest other-state filings by covered participants (678 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.