401(k) · DOL Form 5500 · 2022

Confluence Health 401(k) Plan

Data updated 2026-08-11

$559M
Total assets
3,495
Participants
98th
Percentile by assets
$159,846
Avg per participant
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Official DOL plan name: Confluence Health 401(k) Plan and Trust · Sponsored by Confluence Health · Washington · Healthcare & Social Assistance

$559M in assets, 3,495 participants

Confluence Health's Confluence Health 401(k) Plan and Trust reported $559M in total assets and 3,495 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #19,713 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Confluence Health 401(k) Plan and Trust covers 3,495 participants in Washington, 2.4x the typical Washington plan (state average ~1,476 per filing). Assets: $559M.

$559M
total plan assets (2022 EOY)
3,495
covered participants
98th
percentile by assets (of 139,126 plans)
$159,846
avg assets per participant

The plan reported a net loss of $126M 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. Confluence Health 401(k) Plan and Trust reports 3,495 participants - 2.4x that state average ($559M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$685M
Net Assets (End of Year)$559M
Net Income-$126M
Employer EIN910647181
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Health)

$500M$550M$600M$650M$700M$750M 202220232024 $559M $697M ▲ +24.8%
Total plan assets by year, all Confluence Health plans on file
Year Plans Participants Total Assets
2022 1 3,495 $559M
2023 1 3,668 $627M
2024 1 3,624 $697M

Nearby 401(k) Plans in Washington

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

Confluence Health 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Confluence Health 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Confluence Health 40…The Boeing Company 4…Microsoft Corporatio…Costco 401(k) Retire…Amazon 401(k) PlanT-Mobile USA, Inc. 4…
Confluence Health 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Confluence Health 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Confluence Health 401(k) Plan and Trust assets move in 2022?
Confluence Health 401(k) Plan and Trust declined sharply - down 18.4% during 2022, from $685M to $559M. Reported net income was -$126M.
How have Confluence Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Confluence Health's sponsor-wide assets grew 24.8%, from $559M to $697M.
Where does Confluence Health 401(k) Plan and Trust rank by assets among Form 5500 filers?
Confluence Health 401(k) Plan and Trust ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Confluence Health 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Saint-Gobain Corporation 401(k) Plan for Hourly Employees in PA ($559M, 9,652 participants).

Next read for Confluence Health 401(k) Plan and Trust

Filing takeaways

Ways to act on Confluence Health 401(k) Plan and Trust's numbers.