401(k) · DOL Form 5500 · 2023

Board of Trustees Office & Professional Employees Ret Plan 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
2,049
Participants Near avg headcount
80th
Percentile by assets National rank
$15,023
Avg per participant Low balance/head
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Official DOL plan name: Office & Professional Employees Retirement Plan · Sponsored by Board of Trustees Office & Professional Employees Ret Plan · Washington · Administrative & Support Services

$31M in assets, 2,049 participants

Board of Trustees Office & Professional Employees Ret Plan's Office & Professional Employees Retirement Plan reported $31M in total assets and 2,049 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,916 in Administrative & Support Services (4,372 peers)

Where Office & Professional Employees Retirement Plan sits by assets

Office & Professional Employees Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 2,049 participants (~$15,023/participant), up 19.8% in 2023.

#3,916
in Administrative & Support Services (4,372 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Office & Professional Employees Retirement Plan's outsized position by total assets

Office & Professional Employees Retirement Plan vs every filed plan by assets

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

$30,783,135 Top 20% higher than 80% 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

Office & Professional Employees Retirement 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. Office & Professional Employees Retirement Plan lands in the large band (2,049 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office & Professional Employees Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Office & Professional Employees Retirement Plan reported participants fell from 3,892 in the plan year 2022 filing to 2,049 in the plan year 2023 filing.
  • Office & Professional Employees Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911337614 · Board of Trustees Office & Professional Employees Ret Plan PY 2023 · 401(k)

Office & Professional Employees Retirement Plan · $31M · 2,049 · 80th

  • ASSETS $31M
  • PCT 2,049
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Four Winds Health Retirement Plan
  • IND ind #3916

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 Administrative & Support Services retirement plans → · Plans in Washington →

Office & Professional Employees Retirement Plan in the asset neighbourhood

Office & Professional Employees Retirement PlanOffice & Professional Employ…$31MFour Winds Health Retirement PlanFour Winds Health Retirement…$31MManhard Consulting, Ltd. Cash or Deferred Profit Sharing PlanManhard Consulting, Ltd. Cas…$31MDtsv Group 401(k) Plan$31MAffiliated Independent Distributors, Inc. 401(k) Retirement Plan and TrustAffiliated Independent Distr…$31M
End-of-year total assets ($M) among Office & Professional Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN911337614
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Office & Professional Employees Ret Plan)

Sponsor-wide plan assets over time

All Board of Trustees Office & Professional Employees Ret Plan plans reported in each filing year

Latest sponsor-wide plan assets
$34M 34.2267672142266% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $34.5M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 3,892 $26M
2023 1 2,049 $31M
2024 1 2,265 $34M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Office & Professional Employees Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Office & Professional Employees Retirement Plan, Total assets ($B): 0.030783135 · Participants: 2049Office & Professional Employees Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Office & Professional Employees Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Office & Professional Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Four Winds Health Retirement Plan in GA ($31M); by covered participants it is Presbyterian Health Plan 401(k) Plan in NM (2,048 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,049 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 Office & Professional Employees Retirement Plan assets move in 2023?
Office & Professional Employees Retirement Plan grew sharply - up 19.8% during 2023, from $26M to $31M. Reported net income was $5M.
How have Board of Trustees Office & Professional Employees Ret Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Office & Professional Employees Ret Plan's sponsor-wide assets grew 34.2%, from $26M to $34M.
Where does Office & Professional Employees Retirement Plan rank by assets among Form 5500 filers?
Office & Professional Employees Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Office & Professional Employees Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Four Winds Health Retirement Plan in GA ($31M, 2,367 participants).
Which 401(k) plans cover a similar participant headcount to Office & Professional Employees Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Presbyterian Health Plan 401(k) Plan in NM (2,048 participants, $156M in assets).