Other · DOL Form 5500 · 2023

Peninsula Behavioral Health Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
132
Participants Small participant base
50th
Percentile by assets National rank
$50,659
Avg per participant Low balance/head
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Official DOL plan name: The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health · Sponsored by Peninsula Behavioral Health · Washington · Healthcare & Social Assistance

$7M in assets, 132 participants

Peninsula Behavioral Health's The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health reported $7M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,784 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health covers 132 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $7M.

#9,784
in Healthcare & Social Assistance (17,684 peers)
+35.1%
assets growth YoY

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health's mid-pack asset rank among Healthcare & Social Assistance and all filers

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health vs every filed plan by assets

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

$6,687,022 Top 50% higher than 50% 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

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health 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. The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health reported net income rose from -$862K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910869129 · Peninsula Behavioral Health PY 2023 · Other

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health · $7M · 132 · 50th

  • SCH $7M
  • EBSA 132
  • PART 50th
  • TYPE Other
  • NET near United Way of Greater Cleveland 403(b) Retirement Plan
  • BOOK ind #9784

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in the asset neighbourhood

The 403(b) Retirement Plan for Employees of Peninsula Behavioral HealthThe 403(b) Retirement Plan f…$7MUnited Way of Greater Cleveland 403(b) Retirement PlanUnited Way of Greater Clevel…$7MLos Angeles Regional Food Bank 403(b) PlanLos Angeles Regional Food Ba…$7MJones Memorial Hospital Defined Contribution 403(b) PlanJones Memorial Hospital Defi…$7MClaflin University 403(b) Tda PlanClaflin University 403(b) Td…$7M
End-of-year total assets ($M) among The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN910869129
Plan Effective Date1973-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Behavioral Health)

Sponsor-wide plan assets over time

All Peninsula Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$8M 65.38129573711736% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.95M $8.19M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 132 $7M
2024 1 133 $8M

Nearby Other Plans in Washington

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

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health, Total assets ($B): 0.006687022 · Participants: 132The 403(b) Retirement Plan for Employees of Peninsula Behavioral HealthA 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
The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health vs. nearby Other plans in Washington, assets vs. participants

The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is United Way of Greater Cleveland 403(b) Retirement Plan in OH ($7M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 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 The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health assets move in 2023?
The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health surged - up 35.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have Peninsula Behavioral Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Peninsula Behavioral Health's sponsor-wide assets grew 65.4%, from $5M to $8M.
Which Other plans are similar in size to The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
Among Other plans in other states, the closest by assets is United Way of Greater Cleveland 403(b) Retirement Plan in OH ($7M, 104 participants).
Which Other plans cover a similar participant headcount to The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health?
Among Other plans in other states, the closest by covered participants is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants, $12M in assets).