Other · DOL Form 5500 · 2022
Pacific Lutheran University Retirement Plan
Data updated 2026-08-11
- $212M
- Total assets
- 678
- Participants
- 96th
- Percentile by assets
- $312,708
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $212M
- total plan assets (2022 EOY)
- 678
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $312,708
- avg assets per participant
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.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Pacific Lutheran University 403(b) Retirement Plan reports 678 participants - about 46% of that state average ($212M EOY assets).
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)
| 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.
Pacific Lutheran University 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pacific Lutheran University 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Pacific Lutheran University 403(b) Retirement Plan assets move in 2022? ▼
How have Pacific Lutheran University plan assets changed over time? ▼
Where does Pacific Lutheran University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Pacific Lutheran University 403(b) Retirement Plan? ▼
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Filing takeaways
Ways to act on Pacific Lutheran University 403(b) Retirement Plan's numbers.
- By total assets, Pacific Lutheran University 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- Pacific Lutheran University's sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Educational Services plans