Other · DOL Form 5500 · 2023

The Bush School Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
218
Participants Below avg headcount
85th
Percentile by assets National rank
$210,089
Avg per participant Above avg balance/head
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Official DOL plan name: The Bush School 403(b) Retirement Plan · Sponsored by The Bush School · Washington · Educational Services

$46M in assets, 218 participants

The Bush School's The Bush School 403(b) Retirement Plan reported $46M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,717 in Educational Services (3,735 peers)

Coverage in Washington

The Bush School 403(b) Retirement Plan covers 218 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $46M.

#2,717
in Educational Services (3,735 peers)
+1.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Bush School 403(b) Retirement Plan's outsized position by total assets

The Bush School 403(b) Retirement Plan vs every filed plan by assets

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

$45,799,301 Top 15% higher than 85% 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

The Bush School 403(b) 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. The Bush School 403(b) Retirement Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bush School 403(b) Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $499K in the plan year 2023 filing.
  • The Bush School 403(b) Retirement Plan reported participants rose from 209 in the plan year 2022 filing to 218 in the plan year 2023 filing.
  • The Bush School 403(b) Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910161095 · The Bush School PY 2023 · Other

The Bush School 403(b) Retirement Plan · $46M · 218 · 85th

  • 5500 $46M
  • ASSETS 218
  • PCT 85th
  • EIN Other
  • RANK near Russell Sage Foundation DC Retirement Plan
  • PHOTO ind #2717

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 →

The Bush School 403(b) Retirement Plan in the asset neighbourhood

Notre Dame De Namur University DC Retirement PlanNotre Dame De Namur Universi…$46MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$46MThe Bush School 403(b) Retirement PlanThe Bush School 403(b) Retir…$46MChildren's Miracle Network 403(b) PlanChildren's Miracle Network 4…$46MFreed-Hardeman University 403(b) Retirement PlanFreed-Hardeman University 40…$46M
End-of-year total assets ($M) among The Bush School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$46M
Net Income$499K
Employer EIN910161095
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bush School)

Sponsor-wide plan assets over time

All The Bush School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 9.65815003190722% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.3M $49.7M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 209 $45M
2023 1 218 $46M
2024 1 259 $50M

Nearby Other Plans in Washington

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

The Bush School 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants The Bush School 403(b) Retirement Plan, Total assets ($B): 0.045799301 · Participants: 218The Bush School 403(b) 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
The Bush School 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare The Bush School 403(b) Retirement Plan side-by-side with 3 peers →

The Bush School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Russell Sage Foundation DC Retirement Plan in NY ($46M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 The Bush School 403(b) Retirement Plan assets move in 2023? ▼
The Bush School 403(b) Retirement Plan edged up modestly - up 1.1% during 2023, from $45M to $46M. Reported net income was $499K.
How have The Bush School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bush School's sponsor-wide assets grew 9.7%, from $45M to $50M.
Where does The Bush School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Bush School 403(b) Retirement Plan ranks in the 85th 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 The Bush School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Russell Sage Foundation DC Retirement Plan in NY ($46M, 34 participants).
Which Other plans cover a similar participant headcount to The Bush School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 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 910161095.

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.