Other · DOL Form 5500 · 2023

University of Puget Sound Retirement Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
893
Participants Near avg headcount
96th
Percentile by assets National rank
$375,971
Avg per participant High balance/head
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Official DOL plan name: University of Puget Sound Retirement Savings Plan · Sponsored by University of Puget Sound · Washington · Educational Services

$336M in assets, 893 participants

University of Puget Sound's University of Puget Sound Retirement Savings Plan reported $336M in total assets and 893 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,526 in Educational Services (3,735 peers)

Where University of Puget Sound Retirement Savings Plan sits by assets

University of Puget Sound Retirement Savings Plan sits in the top 5% of all filed plans by assets, $336M for 893 participants (~$375,971/participant), up 7.5% in 2023.

#3,526
in Educational Services (3,735 peers)
+7.5%
assets growth YoY
3.4×
vs typical plan assets (national mean)

University of Puget Sound Retirement Savings Plan's outsized position by total assets

University of Puget Sound Retirement Savings Plan vs every filed plan by assets

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

$335,742,078 Top 4% higher than 96% 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

University of Puget Sound 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. University of Puget Sound Retirement Savings Plan sits mid-pack in the medium band (893 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Puget Sound Retirement Savings Plan reported net income rose from $12M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • University of Puget Sound Retirement Savings Plan end-of-year assets rose from $312M in the plan year 2022 filing to $336M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910564961 · University of Puget Sound PY 2023 · Other

University of Puget Sound Retirement Savings Plan · $336M · 893 · 96th

  • PART $336M
  • PART 893
  • PART 96th
  • PART Other
  • PART near Oak Ridge Associated Universities 403(b) Retirement Plan
  • PART ind #3526

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 →

University of Puget Sound Retirement Savings Plan in the asset neighbourhood

Monmouth University Defined Contribution Retirement PlanMonmouth University Defined …$337MRoger Williams University Retirement PlanRoger Williams University Re…$336MOak Ridge Associated Universities 403(b) Retirement PlanOak Ridge Associated Univers…$336MUniversity of Puget Sound Retirement Savings PlanUniversity of Puget Sound Re…$336MTufts Medical Center, Inc. Retirement Savings Plan - 403(b)Tufts Medical Center, Inc. R…$335M
End-of-year total assets ($M) among University of Puget Sound Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$312M
Net Assets (End of Year)$336M
Net Income$23M
Employer EIN910564961
Plan Effective Date1936-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Puget Sound)

Sponsor-wide plan assets over time

All University of Puget Sound plans reported in each filing year

Latest sponsor-wide plan assets
$354M 13.38893235283354% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $312M $354M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 902 $312M
2023 1 893 $336M
2024 1 912 $354M

Nearby Other Plans in Washington

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

University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants University of Puget Sound Retirement Savings Plan, Total assets ($B): 0.335742078 · Participants: 893University of Puget Sound 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
University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare University of Puget Sound Retirement Savings Plan side-by-side with 3 peers →

University of Puget Sound Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Oak Ridge Associated Universities 403(b) Retirement Plan in TN ($336M); by covered participants it is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (893 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 University of Puget Sound Retirement Savings Plan assets move in 2023? ▼
University of Puget Sound Retirement Savings Plan grew at a solid clip - up 7.5% during 2023, from $312M to $336M. Reported net income was $23M.
How have University of Puget Sound plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Puget Sound's sponsor-wide assets grew 13.4%, from $312M to $354M.
Where does University of Puget Sound Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University of Puget Sound Retirement Savings Plan ranks in the 96th 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 Other plans are similar in size to University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Oak Ridge Associated Universities 403(b) Retirement Plan in TN ($336M, 1,041 participants).
Which Other plans cover a similar participant headcount to University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (894 participants, $33M 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 910564961.

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.