Other · DOL Form 5500 · 2023
Benaroya Research Institute at Virginia Mason Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 279
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $315,382
- Avg per participant High balance/head
Official DOL plan name: Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan · Sponsored by Benaroya Research Institute at Virginia Mason · Washington · Professional & Technical Services
$88M in assets, 279 participants
Benaroya Research Institute at Virginia Mason's Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan reported $88M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,604 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan covers 279 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $88M.
- #18,604
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan's outsized position by total assets
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,991,524 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan end-of-year assets rose from $74M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan reported participants fell from 284 in the plan year 2022 filing to 279 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 910653422 · Benaroya Research Institute at Virginia Mason PY 2023 · Other
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan · $88M · 279 · 90th
- PART $88M
- TYPE 279
- NET 90th
- BOOK Other
- VS-ST near Avita Health System Employee 403b Retirement Plan
- BOY ind #18604
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 Professional & Technical Services retirement plans → · Plans in Washington →
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $14M |
| Employer EIN | 910653422 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Benaroya Research Institute at Virginia Mason)
Sponsor-wide plan assets over time
All Benaroya Research Institute at Virginia Mason plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 38.08135825722051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 284 | $74M |
| 2023 | 1 | 279 | $88M |
| 2024 | 1 | 285 | $102M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Avita Health System Employee 403b Retirement Plan in OH ($88M); by covered participants it is Moab Valley Healthcare, Inc. Retirement Plan in UT (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Avita Health System Employee 403b Retirement Plan (OH) $88M · 2,070
- Achievement First, Inc. 403(b) Plan (CT) $88M · 1,873
- Centerlight Health System 403(b) Retirement Plan (NY) $87M · 1,229
- Virginia Hospital Center 403(b) Plan (VA) $87M · 525
Similar participant headcount
Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.
- Moab Valley Healthcare, Inc. Retirement Plan (UT) 279 · 0 off
- Whites Residential and Family Services Tax Deferred Annuity Plan (IN) 279 · 0 off
- Foothill Family Service 403b Plan (CA) 279 · 0 off
- Family Guidance Center of Alabama 403b Plan (AL) 279 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.