Other · DOL Form 5500 · 2023

Bastyr University Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
408
Participants Below avg headcount
84th
Percentile by assets National rank
$108,555
Avg per participant Below avg balance/head
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Official DOL plan name: Bastyr University 403(b) DC Plan · Sponsored by Bastyr University · Washington · Educational Services

$44M in assets, 408 participants

Bastyr University's Bastyr University 403(b) DC Plan reported $44M in total assets and 408 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.

  • #2,689 in Educational Services (3,735 peers)

Coverage in Washington

Bastyr University 403(b) DC Plan covers 408 participants in Washington, about 28% of the average Washington filer (state average ~1,476 per filing). Assets: $44M.

#2,689
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bastyr University 403(b) DC Plan's outsized position by total assets

Bastyr University 403(b) DC Plan vs every filed plan by assets

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

$44,290,427 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

Bastyr University 403(b) DC 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. Bastyr University 403(b) DC Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bastyr University 403(b) DC Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bastyr University 403(b) DC Plan end-of-year assets rose from $40M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Bastyr University 403(b) DC Plan reported participants rose from 382 in the plan year 2022 filing to 408 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911036794 · Bastyr University PY 2023 · Other

Bastyr University 403(b) DC Plan · $44M · 408 · 84th

  • NET $44M
  • BOOK 408
  • VS-ST 84th
  • BOY Other
  • SCH near Retirement Plan for Employees of New England Donor Services, Inc.
  • EBSA ind #2689

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 →

Bastyr University 403(b) DC Plan in the asset neighbourhood

Center for Early Education 403(b) Retirement PlanCenter for Early Education 4…$44MThe Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for StaffThe Fedcap Group, Inc. Tax D…$44MBastyr University 403(b) DC PlanBastyr University 403(b) DC …$44MRetirement Plan for Employees of New England Donor Services, Inc.Retirement Plan for Employee…$44MNorwood School Defined Contribution Retirement PlanNorwood School Defined Contr…$44M
End-of-year total assets ($M) among Bastyr University 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN911036794
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bastyr University)

Sponsor-wide plan assets over time

All Bastyr University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 14.744819046180293% vs 2022
2024 filing year
$38M$40M$42M$44M$46M$48M 202220232024 $39.7M $45.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 382 $40M
2023 1 408 $44M
2024 1 399 $46M

Nearby Other Plans in Washington

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

Bastyr University 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Bastyr University 403(b) DC Plan, Total assets ($B): 0.044290427 · Participants: 408Bastyr University 403(b) DC 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
Bastyr University 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Bastyr University 403(b) DC Plan side-by-side with 3 peers →

Bastyr University 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Retirement Plan for Employees of New England Donor Services, Inc. in MA ($44M); by covered participants it is Balance Autism Retirement Plan in IA (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Bastyr University 403(b) DC Plan assets move in 2023? ▼
Bastyr University 403(b) DC Plan grew at a solid clip - up 11.7% during 2023, from $40M to $44M. Reported net income was $5M.
How have Bastyr University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bastyr University's sponsor-wide assets grew 14.7%, from $40M to $46M.
Where does Bastyr University 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Bastyr University 403(b) DC 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 Bastyr University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of New England Donor Services, Inc. in MA ($44M, 223 participants).
Which Other plans cover a similar participant headcount to Bastyr University 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Balance Autism Retirement Plan in IA (408 participants, $10M 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 911036794.

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.