Other · DOL Form 5500 · 2023

Compass Health Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
631
Participants Below avg headcount
84th
Percentile by assets National rank
$70,979
Avg per participant Below avg balance/head
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Official DOL plan name: Compass Health Retirement Plan · Sponsored by Compass Health · Washington · Healthcare & Social Assistance

$45M in assets, 631 participants

Compass Health's Compass Health Retirement Plan reported $45M in total assets and 631 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,332 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Compass Health Retirement Plan covers 631 participants in Washington, about 43% of the average Washington filer (state average ~1,476 per filing). Assets: $45M.

#15,332
in Healthcare & Social Assistance (17,684 peers)
+25.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Compass Health Retirement Plan's outsized position by total assets

Compass Health Retirement Plan vs every filed plan by assets

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

$44,787,928 Top 16% higher than 84% 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

Compass Health 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. Compass Health Retirement Plan sits mid-pack in the medium band (631 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compass Health Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Compass Health Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Compass Health Retirement Plan reported participants fell from 639 in the plan year 2022 filing to 631 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911180810 · Compass Health PY 2023 · Other

Compass Health Retirement Plan · $45M · 631 · 84th

  • EOY $45M
  • 5500 631
  • ASSETS 84th
  • PCT Other
  • EIN near Marin Academy Defined Contribution Retirement Plan
  • RANK ind #15332

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 →

Compass Health Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of the League School403(b) Thrift Plan of the Le…$45MCompass Health Retirement PlanCompass Health Retirement Pl…$45MMarin Academy Defined Contribution Retirement PlanMarin Academy Defined Contri…$45MColumbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$45MThe College Preparatory School 403(b) Defined Contribution PlanThe College Preparatory Scho…$45M
End-of-year total assets ($M) among Compass Health Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$9M
Employer EIN911180810
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Health)

Sponsor-wide plan assets over time

All Compass Health plans reported in each filing year

Latest sponsor-wide plan assets
$52M 46.63307132544847% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.7M $52.4M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 639 $36M
2023 1 631 $45M
2024 1 637 $52M

Nearby Other Plans in Washington

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

Compass Health Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Compass Health Retirement Plan, Total assets ($B): 0.044787928 · Participants: 631Compass Health 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
Compass Health Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Compass Health Retirement Plan side-by-side with 3 peers →

Compass Health Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Marin Academy Defined Contribution Retirement Plan in CA ($45M); by covered participants it is Reed College Retirement Plan in OR (631 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (631 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 Compass Health Retirement Plan assets move in 2023? ▼
Compass Health Retirement Plan grew sharply - up 25.3% during 2023, from $36M to $45M. Reported net income was $9M.
How have Compass Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Health's sponsor-wide assets grew 46.6%, from $36M to $52M.
Where does Compass Health Retirement Plan rank by assets among Form 5500 filers? ▼
Compass Health Retirement Plan ranks in the 84th 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 Other plans are similar in size to Compass Health Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marin Academy Defined Contribution Retirement Plan in CA ($45M, 128 participants).
Which Other plans cover a similar participant headcount to Compass Health Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Reed College Retirement Plan in OR (631 participants, $231M 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 911180810.

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.