Other · DOL Form 5500 · 2023

Puget Sound Kidney Centers Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
262
Participants Below avg headcount
77th
Percentile by assets National rank
$100,092
Avg per participant Below avg balance/head
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Official DOL plan name: Puget Sound Kidney Centers Tax-Sheltered Annuity Plan · Sponsored by Puget Sound Kidney Centers · Washington · Healthcare & Social Assistance

$26M in assets, 262 participants

Puget Sound Kidney Centers's Puget Sound Kidney Centers Tax-Sheltered Annuity Plan reported $26M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,285 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan covers 262 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $26M.

#14,285
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan's outsized position by total assets

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan vs every filed plan by assets

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

$26,224,187 Top 23% higher than 77% 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

Puget Sound Kidney Centers 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. Puget Sound Kidney Centers Tax-Sheltered Annuity Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puget Sound Kidney Centers Tax-Sheltered Annuity Plan reported net income rose from -$306K in the plan year 2022 filing to $389K in the plan year 2023 filing.
  • Puget Sound Kidney Centers Tax-Sheltered Annuity Plan end-of-year assets rose from $26M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911102033 · Puget Sound Kidney Centers PY 2023 · Other

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan · $26M · 262 · 77th

  • SCH $26M
  • EBSA 262
  • PART 77th
  • TYPE Other
  • NET near New England Life Care, Inc. 403(b) Retirement Plan
  • BOOK ind #14285

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 →

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan in the asset neighbourhood

New England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$26MClearbrook Pension Savings PlanClearbrook Pension Savings P…$26MPuget Sound Kidney Centers Tax-Sheltered Annuity PlanPuget Sound Kidney Centers T…$26MCommunity School of Naples DC Retirement PlanCommunity School of Naples D…$26M92nd Street Y 403(b) Plan$26M
End-of-year total assets ($M) among Puget Sound Kidney Centers Tax-Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income$389K
Employer EIN911102033
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puget Sound Kidney Centers)

Sponsor-wide plan assets over time

All Puget Sound Kidney Centers plans reported in each filing year

Latest sponsor-wide plan assets
$26M 0.9489004787080715% vs 2022
2024 filing year
$25.6M$25.8M$26M$26.2M$26.4M 202220232024 $25.8M $26.1M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 263 $26M
2023 1 262 $26M
2024 1 262 $26M

Nearby Other Plans in Washington

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

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Puget Sound Kidney Centers Tax-Sheltered Annuity Plan, Total assets ($B): 0.026224187 · Participants: 262Puget Sound Kidney Centers 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
Puget Sound Kidney Centers Tax-Sheltered Annuity Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Puget Sound Kidney Centers Tax-Sheltered Annuity Plan side-by-side with 3 peers →

Puget Sound Kidney Centers Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($26M); by covered participants it is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Puget Sound Kidney Centers Tax-Sheltered Annuity Plan assets move in 2023? ▼
Puget Sound Kidney Centers Tax-Sheltered Annuity Plan edged up modestly - up 1.5% during 2023, from $26M to $26M. Reported net income was $389K.
How have Puget Sound Kidney Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puget Sound Kidney Centers's sponsor-wide assets grew 0.9%, from $26M to $26M.
Where does Puget Sound Kidney Centers Tax-Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Puget Sound Kidney Centers Tax-Sheltered Annuity Plan ranks in the 77th 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 Puget Sound Kidney Centers Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($26M, 500 participants).
Which Other plans cover a similar participant headcount to Puget Sound Kidney Centers Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants, $11M 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 911102033.

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.