Defined Benefit (Pension) · DOL Form 5500 · 2023

PREMERA Pension Plan

Data updated 2026-08-25

$479M
Total assets Above avg plan size
2,714
Participants Above avg headcount
97th
Percentile by assets National rank
$176,617
Avg per participant Above avg balance/head
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Official DOL plan name: Premera Pension Equity Plan · Sponsored by PREMERA · Washington · Finance & Insurance

$479M in assets, 2,714 participants

PREMERA's Premera Pension Equity Plan reported $479M in total assets and 2,714 participants in its 2023 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.

  • #8,456 in Finance & Insurance (8,869 peers)

Where Premera Pension Equity Plan sits by assets

Premera Pension Equity Plan sits in the top 5% of all filed plans by assets, $479M for 2,714 participants (~$176,617/participant), up 18.0% in 2023.

#8,456
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Premera Pension Equity Plan's outsized position by total assets

Premera Pension Equity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$479,338,554 Top 3% higher than 97% of 127,068 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 2023

Premera Pension Equity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Premera Pension Equity Plan lands in the large band (2,714 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premera Pension Equity Plan reported net income rose from -$143M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Premera Pension Equity Plan end-of-year assets rose from $406M in the plan year 2022 filing to $479M in the plan year 2023 filing.
  • Premera Pension Equity Plan reported participants rose from 2,663 in the plan year 2022 filing to 2,714 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911662324 · PREMERA PY 2023 · Defined Benefit (Pension)

Premera Pension Equity Plan · $479M · 2,714 · 97th

  • NET $479M
  • NET 2,714
  • NET 97th
  • NET Defined Benefit (Pension)
  • NET near Ims Health Incorporated Retirement Plan
  • NET ind #8456

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 Finance & Insurance retirement plans → · Plans in Washington →

Premera Pension Equity Plan in the asset neighbourhood

Retirement Plan for Employees of Devon Energy CorporationRetirement Plan for Employee…$480MIue-Cwa Pension Plan$480MIms Health Incorporated Retirement PlanIms Health Incorporated Reti…$480MPremera Pension Equity Plan$479MThe Nassau Companies of New York Employee Pension PlanThe Nassau Companies of New …$477M
End-of-year total assets ($M) among Premera Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$444M
Net Income$39M
Employer EIN911662324
Plan Effective Date1959-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PREMERA)

Sponsor-wide plan assets over time

All PREMERA plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 22.241631937685582% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.91B $1.11B ▲ +22.0%
Year Plans Participants Total Assets
2022 2 5,749 $911M
2023 2 5,987 $1.1B
2024 2 6,355 $1.1B

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Premera Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Premera Pension Equity Plan, Total assets ($B): 0.479338554 · Participants: 2714Premera Pension Equity PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 57.387332732 · Participants: 229511Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.042153263 · Participants: 31566The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 16.333139549 · Participants: 32477The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 3.287308621 · Participants: 15892Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 3.066446219 · Participants: 8339Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Premera Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Premera Pension Equity Plan side-by-side with 3 peers →

Premera Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Ims Health Incorporated Retirement Plan in CT ($480M); by covered participants it is National Asbestos Workers Pension Fund in FL (2,713 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($479M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,714 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Premera Pension Equity Plan assets move in 2023? ▼
Premera Pension Equity Plan grew sharply - up 18.0% during 2023, from $406M to $479M. Reported net income was $39M.
How have PREMERA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PREMERA's sponsor-wide assets grew 22.2%, from $911M to $1.1B.
Where does Premera Pension Equity Plan rank by assets among Form 5500 filers? ▼
Premera Pension Equity Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Premera Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ims Health Incorporated Retirement Plan in CT ($480M, 1,307 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Premera Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Asbestos Workers Pension Fund in FL (2,713 participants, $564M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911662324.

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.