Other · DOL Form 5500 · 2022

The University of Puget Sound Retirement Plan

Data updated 2026-08-25

$312M
Total assets Above avg plan size
902
Participants Near avg headcount
97th
Percentile by assets National rank
$346,175
Avg per participant High balance/head
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Official DOL plan name: University of Puget Sound Retirement Savings Plan · Sponsored by The University of Puget Sound · Washington · Educational Services

$312M in assets, 902 participants

The University of Puget Sound's University of Puget Sound Retirement Savings Plan reported $312M in total assets and 902 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,828 in Educational Services (4,024 peers)

Where University of Puget Sound Retirement Savings Plan sits by assets

University of Puget Sound Retirement Savings Plan sits in the top 5% of all filed plans by assets, $312M for 902 participants (~$346,175/participant), up 3.9% in 2022.

#3,828
in Educational Services (4,024 peers)
+3.9%
assets growth YoY
3.1×
vs typical plan assets (national mean)

University of Puget Sound Retirement Savings Plan's outsized position by total assets

University of Puget Sound Retirement Savings Plan vs every filed plan by assets

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

$312,249,871 Top 3% higher than 97% 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

University of Puget Sound Retirement Savings 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. University of Puget Sound Retirement Savings Plan sits mid-pack in the medium band (902 participants).

DOL schedule card

Filing strip 910564961 · The University of Puget Sound PY 2022 · Other

University of Puget Sound Retirement Savings Plan · $312M · 902 · 97th

  • ASSETS $312M
  • PCT 902
  • EIN 97th
  • RANK Other
  • PHOTO near Pomona College Academic Retirement Plan
  • IND ind #3828

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 Educational Services retirement plans → · Plans in Washington →

University of Puget Sound Retirement Savings Plan in the asset neighbourhood

Riverside Health System 403(b) Retirement PlanRiverside Health System 403(…$314MFranklin and Marshall College Retirement PlanFranklin and Marshall Colleg…$313MPomona College Academic Retirement PlanPomona College Academic Reti…$313MUniversity of Puget Sound Retirement Savings PlanUniversity of Puget Sound Re…$312MAmerican Cancer Society 403(b) PlanAmerican Cancer Society 403(…$311M
End-of-year total assets ($M) among University of Puget Sound Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$312M
Net Income$12M
Employer EIN910564961
Plan Effective Date1936-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Puget Sound)

Sponsor-wide plan assets over time

All The University of Puget Sound plans reported in each filing year

Latest sponsor-wide plan assets
$354M 13.38893235283354% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $312M $354M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 902 $312M
2023 1 893 $336M
2024 1 912 $354M

Nearby Other Plans in Washington

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

University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 0.20.40.60.811.2 Total assets ($B) Participants University of Puget Sound Retirement Savings Plan, Total assets ($B): 0.312249871 · Participants: 902University of Puget Sound Retirement Savings PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare University of Puget Sound Retirement Savings Plan side-by-side with 3 peers →

University of Puget Sound Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Pomona College Academic Retirement Plan in CA ($313M); by covered participants it is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (903 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($312M here).

Similar participant headcount

Nearest other-state filings by covered participants (902 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 University of Puget Sound Retirement Savings Plan assets move in 2022? ▼
University of Puget Sound Retirement Savings Plan edged up modestly - up 3.9% during 2022, from $300M to $312M. Reported net income was $12M.
How have The University of Puget Sound plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Puget Sound's sponsor-wide assets grew 13.4%, from $312M to $354M.
Where does University of Puget Sound Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University of Puget Sound Retirement Savings Plan ranks in the 97th 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 Other plans are similar in size to University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Pomona College Academic Retirement Plan in CA ($313M, 1,325 participants).
Which Other plans cover a similar participant headcount to University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (903 participants, $30M 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 910564961.

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.