401(k) · DOL Form 5500 · 2022

St Joseph Health System 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
713
Participants Below avg headcount
92nd
Percentile by assets National rank
$125,632
Avg per participant Near avg balance/head
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Official DOL plan name: St. Joseph and Covenant Health Systems 403(b) Plan · Sponsored by St Joseph Health System · Washington · Healthcare & Social Assistance

$90M in assets, 713 participants

St Joseph Health System's St. Joseph and Covenant Health Systems 403(b) Plan reported $90M in total assets and 713 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,702 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

St. Joseph and Covenant Health Systems 403(b) Plan covers 713 participants in Washington, about 48% of the average Washington filer (state average ~1,476 per filing). Assets: $90M.

#18,702
in Healthcare & Social Assistance (20,060 peers)
-25.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Joseph and Covenant Health Systems 403(b) Plan's outsized position by total assets

St. Joseph and Covenant Health Systems 403(b) Plan vs every filed plan by assets

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

$89,575,814 Top 8% higher than 92% 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

St. Joseph and Covenant Health Systems 403(b) 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. St. Joseph and Covenant Health Systems 403(b) Plan sits mid-pack in the medium band (713 participants).

Published 5500 schedule card

Filing strip 953589356 · St Joseph Health System PY 2022 · 401(k)

St. Joseph and Covenant Health Systems 403(b) Plan · $90M · 713 · 92nd

  • EOY $90M
  • 5500 713
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan
  • RANK ind #18702

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 →

St. Joseph and Covenant Health Systems 403(b) Plan in the asset neighbourhood

Qinetiq Inc. 401(k) Plan$90MCity Electric Supply Co Inc Employee Savings PlanCity Electric Supply Co Inc …$90MSt. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$90MSaginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing PlanSaginaw Chippewa Indian Trib…$90MRobertet USA 401(k) Plan$90M
End-of-year total assets ($M) among St. Joseph and Covenant Health Systems 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$90M
Net Income-$31M
Employer EIN953589356
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Joseph Health System)

Sponsor-wide plan assets over time

All St Joseph Health System plans reported in each filing year

Latest sponsor-wide plan assets
$4.6B 34.31931603701622% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B$5B 202220232024 $3.39B $4.56B ▲ +34.5%
Year Plans Participants Total Assets
2022 2 29,410 $3.4B
2023 2 29,551 $4.0B
2024 2 30,429 $4.6B

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants St. Joseph and Covenant Health Systems 403(b) Plan, Total assets ($B): 0.089575814 · Participants: 713St. Joseph and Covenant Health Systems 403(b) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare St. Joseph and Covenant Health Systems 403(b) Plan side-by-side with 3 peers →

St. Joseph and Covenant Health Systems 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI ($90M); by covered participants it is North Texas Contracting, Inc 401(k) Savings Plan in TX (713 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (713 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 St. Joseph and Covenant Health Systems 403(b) Plan assets move in 2022? ▼
St. Joseph and Covenant Health Systems 403(b) Plan declined sharply - down 25.6% during 2022, from $120M to $90M. Reported net income was -$31M.
How have St Joseph Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Joseph Health System's sponsor-wide assets grew 34.3%, from $3.4B to $4.6B.
Where does St. Joseph and Covenant Health Systems 403(b) Plan rank by assets among Form 5500 filers? ▼
St. Joseph and Covenant Health Systems 403(b) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI ($90M, 4,395 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Texas Contracting, Inc 401(k) Savings Plan in TX (713 participants, $6M in assets).

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 953589356.

Read our methodology - how this data is sourced, computed, and verified.

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