Other · DOL Form 5500 · 2023
Pacific Lutheran University Retirement Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 646
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $361,583
- Avg per participant High balance/head
Official DOL plan name: Pacific Lutheran University 403(b) Retirement Plan · Sponsored by Pacific Lutheran University · Washington · Educational Services
$234M in assets, 646 participants
Pacific Lutheran University's Pacific Lutheran University 403(b) Retirement Plan reported $234M in total assets and 646 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,453 in Educational Services (3,735 peers)
Coverage in Washington
Pacific Lutheran University 403(b) Retirement Plan covers 646 participants in Washington, about 44% of the average Washington filer (state average ~1,476 per filing). Assets: $234M.
- #3,453
- in Educational Services (3,735 peers)
- +10.2%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Pacific Lutheran University 403(b) Retirement Plan's outsized position by total assets
Pacific Lutheran University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$233,582,745 Top 5% higher than 95% 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
Pacific Lutheran University 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. Pacific Lutheran University 403(b) Retirement Plan sits mid-pack in the medium band (646 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pacific Lutheran University 403(b) Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Pacific Lutheran University 403(b) Retirement Plan end-of-year assets rose from $212M in the plan year 2022 filing to $234M in the plan year 2023 filing.
- Pacific Lutheran University 403(b) Retirement Plan reported participants fell from 678 in the plan year 2022 filing to 646 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910565571 · Pacific Lutheran University PY 2023 · Other
Pacific Lutheran University 403(b) Retirement Plan · $234M · 646 · 95th
- BOOK $234M
- BOOK 646
- BOOK 95th
- BOOK Other
- BOOK near Milford Regional Medical Center Partnership Plan
- BOOK ind #3453
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 →
Pacific Lutheran University 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | $22M |
| Employer EIN | 910565571 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Lutheran University)
Sponsor-wide plan assets over time
All Pacific Lutheran University plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 13.346223479422626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 678 | $212M |
| 2023 | 1 | 646 | $234M |
| 2024 | 1 | 552 | $240M |
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
Pacific Lutheran University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Milford Regional Medical Center Partnership Plan in MA ($234M); by covered participants it is Asian Health Services 403(b) Plan in CA (646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- Milford Regional Medical Center Partnership Plan (MA) $234M · 2,385
- Depauw University Retirement Plan (IN) $234M · 669
- Claremont Mckenna College Academic Retirement Plan (CA) $234M · 663
- Springfield College Defined Contribution Retirement Plan (MA) $233M · 1,102
Similar participant headcount
Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.
- Asian Health Services 403(b) Plan (CA) 646 · 0 off
- Local 199 Laborers International Union of North America Annuity Plan (PA) 646 · 0 off
- Tri-County 403(b) (NJ) 647 · 1 off
- Prairie Lakes Healthcare System 403(b) Plan (SD) 647 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.