401(k) · DOL Form 5500 · 2023

Confluence Health 401(k) Plan

Data updated 2026-08-25

$627M
Total assets Above avg plan size
3,668
Participants Above avg headcount
98th
Percentile by assets National rank
$170,928
Avg per participant Above avg balance/head
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Official DOL plan name: Confluence Health 401(k) Plan and Trust · Sponsored by Confluence Health · Washington · Healthcare & Social Assistance

$627M in assets, 3,668 participants

Confluence Health's Confluence Health 401(k) Plan and Trust reported $627M in total assets and 3,668 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,330 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Confluence Health 401(k) Plan and Trust covers 3,668 participants in Washington, 2.5x the typical Washington plan (state average ~1,476 per filing). Assets: $627M.

#17,330
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Confluence Health 401(k) Plan and Trust's outsized position by total assets

Confluence Health 401(k) Plan and Trust vs every filed plan by assets

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

$626,962,637 Top 2% higher than 98% 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

Confluence Health 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluence Health 401(k) Plan and Trust lands in the large band (3,668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confluence Health 401(k) Plan and Trust reported net income rose from -$126M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Confluence Health 401(k) Plan and Trust end-of-year assets rose from $559M in the plan year 2022 filing to $627M in the plan year 2023 filing.
  • Confluence Health 401(k) Plan and Trust reported participants rose from 3,495 in the plan year 2022 filing to 3,668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910647181 · Confluence Health PY 2023 · 401(k)

Confluence Health 401(k) Plan and Trust · $627M · 3,668 · 98th

  • PART $627M
  • PART 3,668
  • PART 98th
  • PART 401(k)
  • PART near The Aes Corporation Retirement Savings Plan
  • PART ind #17330

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 →

Confluence Health 401(k) Plan and Trust in the asset neighbourhood

Bentley Systems, Incorporated Profit Sharing/401(k) PlanBentley Systems, Incorporate…$628MToll Brothers 401(k) Savings PlanToll Brothers 401(k) Savings…$627MThe Aes Corporation Retirement Savings PlanThe Aes Corporation Retireme…$627MConfluence Health 401(k) Plan and TrustConfluence Health 401(k) Pla…$627MDelta Dental of California 401(k) PlanDelta Dental of California 4…$626M
End-of-year total assets ($M) among Confluence Health 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$559M
Net Assets (End of Year)$627M
Net Income$68M
Employer EIN910647181
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Health)

Sponsor-wide plan assets over time

All Confluence Health plans reported in each filing year

Latest sponsor-wide plan assets
$697M 24.78311063968311% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $559M $697M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 3,495 $559M
2023 1 3,668 $627M
2024 1 3,624 $697M

Nearby 401(k) Plans in Washington

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

Confluence Health 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Confluence Health 401(k) Plan and Trust, Total assets ($B): 0.626962637 · Participants: 3668Confluence Health 401(k) Plan and TrustThe 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
Confluence Health 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Confluence Health 401(k) Plan and Trust side-by-side with 3 peers →

Confluence Health 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Aes Corporation Retirement Savings Plan in VA ($627M); by covered participants it is Noodles & Company 401(k) Plan in CO (3,668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($627M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,668 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 Confluence Health 401(k) Plan and Trust assets move in 2023? ▼
Confluence Health 401(k) Plan and Trust grew at a solid clip - up 12.2% during 2023, from $559M to $627M. Reported net income was $68M.
How have Confluence Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Health's sponsor-wide assets grew 24.8%, from $559M to $697M.
Where does Confluence Health 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Confluence Health 401(k) Plan and Trust ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Confluence Health 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Aes Corporation Retirement Savings Plan in VA ($627M, 2,197 participants).
Which 401(k) plans cover a similar participant headcount to Confluence Health 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Noodles & Company 401(k) Plan in CO (3,668 participants, $23M 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 910647181.

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.