401(k) · DOL Form 5500 · 2023

St Joseph Health System 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
583
Participants Below avg headcount
90th
Percentile by assets National rank
$151,095
Avg per participant Above avg balance/head
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Official DOL plan name: St. Joseph and Covenant Health Systems 403(b) Plan · Sponsored by St Joseph Health System · Washington · Healthcare & Social Assistance

$88M in assets, 583 participants

St Joseph Health System's St. Joseph and Covenant Health Systems 403(b) Plan reported $88M in total assets and 583 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,211 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

St. Joseph and Covenant Health Systems 403(b) Plan covers 583 participants in Washington, about 39% of the average Washington filer (state average ~1,476 per filing). Assets: $88M.

#16,211
in Healthcare & Social Assistance (17,684 peers)
-1.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Joseph and Covenant Health Systems 403(b) Plan's outsized position by total assets

St. Joseph and Covenant Health Systems 403(b) Plan vs every filed plan by assets

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

$88,088,131 Top 10% higher than 90% 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

St. Joseph and Covenant Health Systems 403(b) 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. St. Joseph and Covenant Health Systems 403(b) Plan sits mid-pack in the medium band (583 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph and Covenant Health Systems 403(b) Plan reported net income rose from -$31M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • St. Joseph and Covenant Health Systems 403(b) Plan reported participants fell from 713 in the plan year 2022 filing to 583 in the plan year 2023 filing.
  • St. Joseph and Covenant Health Systems 403(b) Plan end-of-year assets fell from $90M in the plan year 2022 filing to $88M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953589356 · St Joseph Health System PY 2023 · 401(k)

St. Joseph and Covenant Health Systems 403(b) Plan · $88M · 583 · 90th

  • IND $88M
  • IND 583
  • IND 90th
  • IND 401(k)
  • IND near The Emergency Care Consultants Retirement Plan and Trust
  • IND ind #16211

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 →

St. Joseph and Covenant Health Systems 403(b) Plan in the asset neighbourhood

American Radiology Associates, P.a. Retirement PlanAmerican Radiology Associate…$88MSt. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$88MThe Emergency Care Consultants Retirement Plan and TrustThe Emergency Care Consultan…$88MInterstate and Istate 401(k) Profit Sharing PlanInterstate and Istate 401(k)…$88MQuantum Health, Inc. 401(k) PlanQuantum Health, Inc. 401(k) …$88M
End-of-year total assets ($M) among St. Joseph and Covenant Health Systems 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$88M
Net Income-$1M
Employer EIN953589356
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Joseph Health System)

Sponsor-wide plan assets over time

All St Joseph Health System plans reported in each filing year

Latest sponsor-wide plan assets
$4.6B 34.31931603701622% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B$5B 202220232024 $3.39B $4.56B ▲ +34.5%
Year Plans Participants Total Assets
2022 2 29,410 $3.4B
2023 2 29,551 $4.0B
2024 2 30,429 $4.6B

Nearby 401(k) Plans in Washington

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

St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants St. Joseph and Covenant Health Systems 403(b) Plan, Total assets ($B): 0.088088131 · Participants: 583St. Joseph and Covenant Health Systems 403(b) 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
St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare St. Joseph and Covenant Health Systems 403(b) Plan side-by-side with 3 peers →

St. Joseph and Covenant Health Systems 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Emergency Care Consultants Retirement Plan and Trust in MN ($88M); by covered participants it is Club Exploria, LLC 401(k) Plan in FL (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 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 St. Joseph and Covenant Health Systems 403(b) Plan assets move in 2023? ▼
St. Joseph and Covenant Health Systems 403(b) Plan edged down modestly - down 1.7% during 2023, from $90M to $88M. Reported net income was -$1M.
How have St Joseph Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Joseph Health System's sponsor-wide assets grew 34.3%, from $3.4B to $4.6B.
Where does St. Joseph and Covenant Health Systems 403(b) Plan rank by assets among Form 5500 filers? ▼
St. Joseph and Covenant Health Systems 403(b) Plan ranks in the 90th 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 401(k) plans are similar in size to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Emergency Care Consultants Retirement Plan and Trust in MN ($88M, 260 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Exploria, LLC 401(k) Plan in FL (583 participants, $18K 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 953589356.

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.