Other · DOL Form 5500 · 2023

Kline Galland Center Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
664
Participants Below avg headcount
83rd
Percentile by assets National rank
$62,546
Avg per participant Low balance/head
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Official DOL plan name: Kline Galland Center Tax Sheltered Annuity Plan · Sponsored by Kline Galland Center · Washington · Healthcare & Social Assistance

$42M in assets, 664 participants

Kline Galland Center's Kline Galland Center Tax Sheltered Annuity Plan reported $42M in total assets and 664 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,199 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Kline Galland Center Tax Sheltered Annuity Plan covers 664 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $42M.

#15,199
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kline Galland Center Tax Sheltered Annuity Plan's outsized position by total assets

Kline Galland Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$41,530,786 Top 17% higher than 83% 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

Kline Galland Center Tax Sheltered Annuity 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. Kline Galland Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (664 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kline Galland Center Tax Sheltered Annuity Plan reported net income rose from $284K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kline Galland Center Tax Sheltered Annuity Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911154904 · Kline Galland Center PY 2023 · Other

Kline Galland Center Tax Sheltered Annuity Plan · $42M · 664 · 83rd

  • VS-ST $42M
  • VS-ST 664
  • VS-ST 83rd
  • VS-ST Other
  • VS-ST near The Carnegie Foundation for the Advancement of Teaching DC Plan
  • VS-ST ind #15199

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 →

Kline Galland Center Tax Sheltered Annuity Plan in the asset neighbourhood

Green Vale School 403(b) DC Plan RaGreen Vale School 403(b) DC …$42MOhio Dominican University Retirement PlanOhio Dominican University Re…$42MThe Carnegie Foundation for the Advancement of Teaching DC PlanThe Carnegie Foundation for …$42MOklahoma Iron Workers Direct Contribution Plan and TrustOklahoma Iron Workers Direct…$42MKline Galland Center Tax Sheltered Annuity PlanKline Galland Center Tax She…$42M
End-of-year total assets ($M) among Kline Galland Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN911154904
Plan Effective Date1985-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kline Galland Center)

Sponsor-wide plan assets over time

All Kline Galland Center plans reported in each filing year

Latest sponsor-wide plan assets
$46M 22.208968637638055% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $45.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 664 $37M
2023 1 664 $42M
2024 1 704 $46M

Nearby Other Plans in Washington

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

Kline Galland Center Tax Sheltered Annuity Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Kline Galland Center Tax Sheltered Annuity Plan, Total assets ($B): 0.041530786 · Participants: 664Kline Galland Center Tax Sheltered Annuity 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
Kline Galland Center Tax Sheltered Annuity Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Kline Galland Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Kline Galland Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is The Carnegie Foundation for the Advancement of Teaching DC Plan in CA ($42M); by covered participants it is Somerset Hospital 403(b) Plan in PA (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (664 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 Kline Galland Center Tax Sheltered Annuity Plan assets move in 2023? ▼
Kline Galland Center Tax Sheltered Annuity Plan grew at a solid clip - up 11.1% during 2023, from $37M to $42M. Reported net income was $4M.
How have Kline Galland Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kline Galland Center's sponsor-wide assets grew 22.2%, from $37M to $46M.
Where does Kline Galland Center Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Kline Galland Center Tax Sheltered Annuity Plan ranks in the 83rd 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 Kline Galland Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Carnegie Foundation for the Advancement of Teaching DC Plan in CA ($42M, 59 participants).
Which Other plans cover a similar participant headcount to Kline Galland Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Somerset Hospital 403(b) Plan in PA (665 participants, $34M 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 911154904.

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.