ESOP
2022 plan-year ESOP DOL Form 5500

PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PUGET SOUND KIDNEY CENTERS

This ESOP plan holds $26M in total assets and serves 263 participants as of 2022. It is sponsored by PUGET SOUND KIDNEY CENTERS in Washington. The plan reported a net loss of $306K for the year.

Total Assets (2023)
$26M
Participants
263
State
Industry
Healthcare & Social Assistance

What the Filing Says About PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN

PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN is a ESOP retirement plan sponsored by PUGET SOUND KIDNEY CENTERS, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 263 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 911102033, and the plan has been effective since 1986-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2022 to $26M at year-end — a decline of 1.2%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-306,083 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-306,083
Plan TypeESOP
Employer EIN911102033
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PUGET SOUND KIDNEY CENTERS)

Year Plans Participants Total Assets
2022 1 263 $26M
2023 1 262 $26M
2024 1 262 $26M

Nearby ESOP Plans in Washington

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN?
As of the 2022 Form 5500 filing, PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN holds $26M in total assets with 263 participants. It is sponsored by PUGET SOUND KIDNEY CENTERS.
What type of plan is PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN?
PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN is a ESOP plan. It has been effective since 1986-04-01. The plan is filed with the U.S. Department of Labor under EIN 911102033.
Who sponsors the PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN?
PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN is sponsored by PUGET SOUND KIDNEY CENTERS, located in Washington. The sponsor's EIN is 911102033 and the plan operates in the Healthcare & Social Assistance industry.
How did PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN perform in 2022?
PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN declined by 1.2% during 2022, moving from $26M to $26M in total assets. Net income was $-306,083.
Where can I find official filings for PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN?
Official Form 5500 filings for PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911102033 or plan name at efast.dol.gov.
How does PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN compare to other plans?
You can compare PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN against other ESOP plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 911102033.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.