401(k) · DOL Form 5500 · 2022
St.Joseph Health System 401(k) Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 28,697
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $115,151
- Avg per participant Below avg balance/head
Official DOL plan name: St. Joseph and Covenant Health Systems 401(k) Plan · Sponsored by St.Joseph Health System · Washington · Healthcare & Social Assistance
$3.3B in assets, 28,697 participants
St.Joseph Health System's St. Joseph and Covenant Health Systems 401(k) Plan reported $3.3B in total assets and 28,697 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,021 in Healthcare & Social Assistance (20,060 peers)
Coverage in Washington
St. Joseph and Covenant Health Systems 401(k) Plan covers 28,697 participants in Washington, 19x the typical Washington plan (state average ~1,476 per filing). Assets: $3.3B.
- #20,021
- in Healthcare & Social Assistance (20,060 peers)
- -16.2%
- assets change YoY
- 33×
- vs typical plan assets (national mean)
The plan reported a net loss of $638M 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 401(k) Plan's outsized position by total assets
St. Joseph and Covenant Health Systems 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,304,486,226 Highest reported value at or above every one 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
St. Joseph and Covenant Health Systems 401(k) Plan's mega-plan peer group by participant 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 401(k) Plan is a mega filing (28,697 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 953589356 · St.Joseph Health System PY 2022 · 401(k)
St. Joseph and Covenant Health Systems 401(k) Plan · $3.3B · 28,697 · 100th
- PCT $3.3B
- PCT 28,697
- PCT 100th
- PCT 401(k)
- PCT near H-E-B Savings & Retirement Plan
- PCT ind #20021
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 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | -$638M |
| Employer EIN | 953589356 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
| 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.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Scale composition for St. Joseph and Covenant Health Systems 401(k) Plan
St. Joseph and Covenant Health Systems 401(k) Plan reports $3.3B in end-of-year assets across 28,697 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $115,151 per participant (83% of the national average assets-per-participant) . Net income for plan year 2022 was -$638M.
This plan identity (EIN 953589356, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.5B (+35.2%) while covered participants moved from 28,697 to 29,922 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,697 | $3.3B | This page |
| 2023 | 28,968 | $3.9B | Open filing |
| 2024 · index core | 29,922 | $4.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- St. Joseph and Covenant Health Systems 401(k) Plan (401(k), $4.5B, 29,922 participants)
St. Joseph and Covenant Health Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is H-E-B Savings & Retirement Plan in TX ($3.3B); by covered participants it is Johnson Controls Retirement Savings and Investment Plan in WI (28,701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- H-E-B Savings & Retirement Plan (TX) $3.3B · 85,450
- The 401(k) Savings and Profit Sharing Plan of S&p Global Inc. and Its Subsidiaries (NY) $3.3B · 5,291
- Keycorp 401(k) Savings Plan (OH) $3.3B · 17,903
- Nfl Player Second Career Savings Plan (MD) $3.3B · 2,819
Similar participant headcount
Nearest other-state filings by covered participants (28,697 participants); asset peers above are excluded.
- Johnson Controls Retirement Savings and Investment Plan (WI) 28,701 · 4 off
- Jones Lang Lasalle Savings and Retirement Plan (IL) 28,692 · 5 off
- Brand Share 401(k) Savings & Profit Sharing Plan (GA) 28,690 · 7 off
- Hannaford Bros. Co., LLC Retirement Savings Plan (ME) 28,776 · 79 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.