Other · DOL Form 5500 · 2023

Virginia Mason Franciscan Health Retirement Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
695
Participants Below avg headcount
92nd
Percentile by assets National rank
$164,777
Avg per participant Above avg balance/head
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Official DOL plan name: Chi Franciscan Health Retirement Savings Plan · Sponsored by Virginia Mason Franciscan Health · Washington · Healthcare & Social Assistance

$115M in assets, 695 participants

Virginia Mason Franciscan Health's Chi Franciscan Health Retirement Savings Plan reported $115M in total assets and 695 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,470 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Chi Franciscan Health Retirement Savings Plan covers 695 participants in Washington, about 47% of the average Washington filer (state average ~1,476 per filing). Assets: $115M.

#16,470
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Chi Franciscan Health Retirement Savings Plan's outsized position by total assets

Chi Franciscan Health Retirement Savings Plan vs every filed plan by assets

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

$114,520,038 Top 8% higher than 92% 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

Chi Franciscan Health Retirement Savings 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. Chi Franciscan Health Retirement Savings Plan sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chi Franciscan Health Retirement Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Chi Franciscan Health Retirement Savings Plan end-of-year assets rose from $101M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Chi Franciscan Health Retirement Savings Plan reported participants fell from 725 in the plan year 2022 filing to 695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910712166 · Virginia Mason Franciscan Health PY 2023 · Other

Chi Franciscan Health Retirement Savings Plan · $115M · 695 · 92nd

  • NET $115M
  • BOOK 695
  • VS-ST 92nd
  • BOY Other
  • SCH near Greenwich Country Day School Defined Contribution Plan
  • EBSA ind #16470

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 →

Chi Franciscan Health Retirement Savings Plan in the asset neighbourhood

Electrical Workers Defined Contribution Plan for N. Nv.Electrical Workers Defined C…$115MConservation International 403(b) Savings PlanConservation International 4…$115MChi Franciscan Health Retirement Savings PlanChi Franciscan Health Retire…$115MGreenwich Country Day School Defined Contribution PlanGreenwich Country Day School…$115MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$114M
End-of-year total assets ($M) among Chi Franciscan Health Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$115M
Net Income$13M
Employer EIN910712166
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Virginia Mason Franciscan Health)

Sponsor-wide plan assets over time

All Virginia Mason Franciscan Health plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $101M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 725 $101M
2023 1 695 $115M
2024 1 722 N/A

Nearby Other Plans in Washington

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

Chi Franciscan Health Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Chi Franciscan Health Retirement Savings Plan, Total assets ($B): 0.114520038 · Participants: 695Chi Franciscan Health Retirement Savings 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
Chi Franciscan Health Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Chi Franciscan Health Retirement Savings Plan side-by-side with 3 peers →

Chi Franciscan Health Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Greenwich Country Day School Defined Contribution Plan in CT ($115M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Chi Franciscan Health Retirement Savings Plan assets move in 2023? ▼
Chi Franciscan Health Retirement Savings Plan grew at a solid clip - up 13.1% during 2023, from $101M to $115M. Reported net income was $13M.
Where does Chi Franciscan Health Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Chi Franciscan Health Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Chi Franciscan Health Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Greenwich Country Day School Defined Contribution Plan in CT ($115M, 397 participants).
Which Other plans cover a similar participant headcount to Chi Franciscan Health Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (695 participants, $946K 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 910712166.

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.