Other · DOL Form 5500 · 2023

Seattle Foundation Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
92
Participants Small participant base
66th
Percentile by assets National rank
$150,657
Avg per participant Above avg balance/head
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Official DOL plan name: Seattle Foundation Defined Contribution Retirement Plan · Sponsored by Seattle Foundation · Washington · Other Services

$14M in assets, 92 participants

Seattle Foundation's Seattle Foundation Defined Contribution Retirement Plan reported $14M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,337 in Other Services (7,857 peers)

Seattle Foundation multi-year trail

Seattle Foundation's plans moved +42.3% in assets from 2022 to 2024; this filing shows Seattle Foundation Defined Contribution Retirement Plan at $14M / 92 participants.

#6,337
in Other Services (7,857 peers)
+23.1%
assets growth YoY

Seattle Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

Seattle Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$13,860,455 Top 34% higher than 66% 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

Seattle Foundation Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seattle Foundation Defined Contribution Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seattle Foundation Defined Contribution Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Seattle Foundation Defined Contribution Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Seattle Foundation Defined Contribution Retirement Plan reported participants fell from 97 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 916013536 · Seattle Foundation PY 2023 · Other

Seattle Foundation Defined Contribution Retirement Plan · $14M · 92 · 66th

  • ASSETS $14M
  • PCT 92
  • EIN 66th
  • RANK Other
  • PHOTO near Group Health Plan, Inc. 403(b)(7) Plan
  • IND ind #6337

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 Other Services retirement plans → · Plans in Washington →

Seattle Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Harlem Village Academy Charter School 403(b) PlanHarlem Village Academy Chart…$14M403(b) Thrift Plan of Second Harvest Heartland403(b) Thrift Plan of Second…$14MStanley British Primary School 403(b) PlanStanley British Primary Scho…$14MSeattle Foundation Defined Contribution Retirement PlanSeattle Foundation Defined C…$14MGroup Health Plan, Inc. 403(b)(7) PlanGroup Health Plan, Inc. 403(…$14M
End-of-year total assets ($M) among Seattle Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Seattle Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Seattle Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.32025225429681% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 97 $11M
2023 1 92 $14M
2024 1 96 $16M

Seattle Foundation filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN916013536
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Seattle Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Seattle Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.013860455 · Participants: 92Seattle Foundation Defined Contribution Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Seattle Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Seattle Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

Seattle Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Group Health Plan, Inc. 403(b)(7) Plan in MN ($14M); by covered participants it is The Cambridge School of Weston Tda and DC Retirement Plan in MA (92 participants). Same-state nearby plans are listed separately above.

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 Seattle Foundation Defined Contribution Retirement Plan assets move in 2023? ▼
Seattle Foundation Defined Contribution Retirement Plan grew sharply - up 23.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have Seattle Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seattle Foundation's sponsor-wide assets grew 42.3%, from $11M to $16M.
Which Other plans are similar in size to Seattle Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Group Health Plan, Inc. 403(b)(7) Plan in MN ($14M, 221 participants).
Which Other plans cover a similar participant headcount to Seattle Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Cambridge School of Weston Tda and DC Retirement Plan in MA (92 participants, $28M 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 916013536.

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.