Other · DOL Form 5500 · 2023

Whitworth University Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
511
Participants Below avg headcount
90th
Percentile by assets National rank
$169,628
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitworth University Retirement Plan · Sponsored by Whitworth University · Washington · Educational Services

$87M in assets, 511 participants

Whitworth University's Whitworth University Retirement Plan reported $87M in total assets and 511 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.

  • #3,099 in Educational Services (3,735 peers)

Coverage in Washington

Whitworth University Retirement Plan covers 511 participants in Washington, about 35% of the average Washington filer (state average ~1,476 per filing). Assets: $87M.

#3,099
in Educational Services (3,735 peers)
+12.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Whitworth University Retirement Plan's outsized position by total assets

Whitworth University Retirement Plan vs every filed plan by assets

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

$86,679,756 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

Whitworth University Retirement 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. Whitworth University Retirement Plan sits mid-pack in the medium band (511 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitworth University Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Whitworth University Retirement Plan end-of-year assets rose from $77M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Whitworth University Retirement Plan reported participants fell from 528 in the plan year 2022 filing to 511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910473310 · Whitworth University PY 2023 · Other

Whitworth University Retirement Plan · $87M · 511 · 90th

  • EBSA $87M
  • EBSA 511
  • EBSA 90th
  • EBSA Other
  • EBSA near California Academy of Sciences Defined Contribution Plan
  • EBSA ind #3099

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 →

Whitworth University Retirement Plan in the asset neighbourhood

The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement PlanThe Huntington Library, Art …$87MCalifornia Academy of Sciences Defined Contribution PlanCalifornia Academy of Scienc…$87MWhitworth University Retirement PlanWhitworth University Retirem…$87MMeredith College Retirement PlanMeredith College Retirement …$86MUniversity Physician Group 403b Retirement PlanUniversity Physician Group 4…$86M
End-of-year total assets ($M) among Whitworth University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$87M
Net Income$10M
Employer EIN910473310
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitworth University)

Sponsor-wide plan assets over time

All Whitworth University plans reported in each filing year

Latest sponsor-wide plan assets
$98M 26.670380201893067% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.1M $97.7M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 528 $77M
2023 1 511 $87M
2024 1 507 $98M

Nearby Other Plans in Washington

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

Whitworth University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Whitworth University Retirement Plan, Total assets ($B): 0.086679756 · Participants: 511Whitworth University Retirement 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
Whitworth University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Whitworth University Retirement Plan side-by-side with 3 peers →

Whitworth University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is California Academy of Sciences Defined Contribution Plan in CA ($87M); by covered participants it is Elmhurst University Retirement Plan in IL (511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (511 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 Whitworth University Retirement Plan assets move in 2023? ▼
Whitworth University Retirement Plan grew at a solid clip - up 12.4% during 2023, from $77M to $87M. Reported net income was $10M.
How have Whitworth University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitworth University's sponsor-wide assets grew 26.7%, from $77M to $98M.
Where does Whitworth University Retirement Plan rank by assets among Form 5500 filers? ▼
Whitworth University Retirement 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 Other plans are similar in size to Whitworth University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is California Academy of Sciences Defined Contribution Plan in CA ($87M, 656 participants).
Which Other plans cover a similar participant headcount to Whitworth University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Elmhurst University Retirement Plan in IL (511 participants, $127M 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 910473310.

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.