Other · DOL Form 5500 · 2022

The Overlake School Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
129
Participants Small participant base
85th
Percentile by assets National rank
$290,391
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overlake School 403(b) · Sponsored by The Overlake School · Washington · Educational Services

$37M in assets, 129 participants

The Overlake School's Overlake School 403(b) reported $37M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,931 in Educational Services (4,024 peers)

Coverage in Washington

Overlake School 403(b) covers 129 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $37M.

#2,931
in Educational Services (4,024 peers)
+13.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Overlake School 403(b)'s outsized position by total assets

Overlake School 403(b) vs every filed plan by assets

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

$37,460,375 Top 15% higher than 85% 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

Overlake School 403(b) 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. Overlake School 403(b) sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 910814431 · The Overlake School PY 2022 · Other

Overlake School 403(b) · $37M · 129 · 85th

  • BOY $37M
  • BOY 129
  • BOY 85th
  • BOY Other
  • BOY near International Republican Institute Retirement Savings Plan
  • BOY ind #2931

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 →

Overlake School 403(b) in the asset neighbourhood

Anti-Defamation League 403(b) Defined Contribution PlanAnti-Defamation League 403(b…$38MOverlake School 403(b)$37MInternational Republican Institute Retirement Savings PlanInternational Republican Ins…$37MPinnacle Living Tsa Retirement PlanPinnacle Living Tsa Retireme…$37MThe 403(b) Thrift Plan for the Advertising Council, Inc.The 403(b) Thrift Plan for t…$37M
End-of-year total assets ($M) among Overlake School 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN910814431
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Overlake School)

Sponsor-wide plan assets over time

All The Overlake School plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.098792390626095% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.5M $45M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 129 $37M
2023 1 143 $42M
2024 1 154 $45M

Nearby Other Plans in Washington

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

Overlake School 403(b) vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Overlake School 403(b), Total assets ($B): 0.037460375 · Participants: 129Overlake School 403(b)Fred 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
Overlake School 403(b) vs. nearby Other plans in Washington, assets vs. participants
Compare Overlake School 403(b) side-by-side with 3 peers →

Overlake School 403(b)'s out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is International Republican Institute Retirement Savings Plan in DC ($37M); by covered participants it is West Virginia University Foundation DC Retirement Plan in WV (129 participants). Same-state nearby plans are listed separately above.

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 Overlake School 403(b) assets move in 2022? ▼
Overlake School 403(b) grew at a solid clip - up 13.7% during 2022, from $33M to $37M. Reported net income was $5M.
How have The Overlake School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Overlake School's sponsor-wide assets grew 20.1%, from $37M to $45M.
Where does Overlake School 403(b) rank by assets among Form 5500 filers? ▼
Overlake School 403(b) ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Overlake School 403(b)? ▼
Among Other plans in other states, the closest by assets is International Republican Institute Retirement Savings Plan in DC ($37M, 366 participants).
Which Other plans cover a similar participant headcount to Overlake School 403(b)? ▼
Among Other plans in other states, the closest by covered participants is West Virginia University Foundation DC Retirement Plan in WV (129 participants, $26M 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 910814431.

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.