Other · DOL Form 5500 · 2022
The University of Puget Sound Retirement Plan
Data updated 2026-08-11
- $312M
- Total assets
- 902
- Participants
- 97th
- Percentile by assets
- $346,175
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $312M
- total plan assets (2022 EOY)
- 902
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $346,175
- avg assets per participant
University of Puget Sound Retirement Savings Plan vs the 2022 asset distribution
By assets, University of Puget Sound Retirement Savings Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $312M |
| Net Income | $12M |
| Employer EIN | 910564961 |
| Plan Effective Date | 1936-11-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Puget Sound)
| 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
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.1B · 4,435
- Multicare Health System 403(b) Employee Savings Plan $819M · 14,779
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $484M · 6,863
- Virginia Mason Medical Center 403(b) Plan $457M · 5,560
- Overlake Hospital Medical Center 403(b)Retirement Plan $435M · 3,301
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Puget Sound Retirement Savings Plan by total assets, not by location.
- Pomona College Academic Retirement Plan (CA) $313M · 1,325
- Franklin and Marshall College Retirement Plan (PA) $313M · 774
- American Cancer Society 403(b) Plan (GA) $311M · 2,380
- Riverside Health System 403(b) Retirement Plan (VA) $314M · 8,852
Frequently Asked Questions
How did University of Puget Sound Retirement Savings Plan assets move in 2022? ▼
How have The University of Puget Sound plan assets changed over time? ▼
Where does University of Puget Sound Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for University of Puget Sound Retirement Sav…
Scale reading
Ways to act on University of Puget Sound Retirement Savings Plan's numbers.
- By total assets, University of Puget Sound Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- The University of Puget Sound's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Educational Services plans