Other · DOL Form 5500 · 2023

The Overlake School Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
143
Participants Small participant base
84th
Percentile by assets National rank
$297,164
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overlake School 403(b) · Sponsored by The Overlake School · Washington · Educational Services

$42M in assets, 143 participants

The Overlake School's Overlake School 403(b) reported $42M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,646 in Educational Services (3,735 peers)

Coverage in Washington

Overlake School 403(b) covers 143 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $42M.

#2,646
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Overlake School 403(b)'s outsized position by total assets

Overlake School 403(b) vs every filed plan by assets

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

$42,494,444 Top 16% higher than 84% 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

Overlake School 403(b) 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. Overlake School 403(b) sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Overlake School 403(b) end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Overlake School 403(b) reported net income rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Overlake School 403(b) reported participants rose from 129 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910814431 · The Overlake School PY 2023 · Other

Overlake School 403(b) · $42M · 143 · 84th

  • EOY $42M
  • EOY 143
  • EOY 84th
  • EOY Other
  • EOY near Seven Counties Services Retirement Savings Plan
  • EOY ind #2646

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 →

Overlake School 403(b) in the asset neighbourhood

Nichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$43MShell Point Thrift Plan$43MOverlake School 403(b)$42MSeven Counties Services Retirement Savings PlanSeven Counties Services Reti…$42MMomentum for Health 403b Retirement PlanMomentum for Health 403b Ret…$42M
End-of-year total assets ($M) among Overlake School 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN910814431
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Overlake School)

Sponsor-wide plan assets over time

All The Overlake School plans reported in each filing year

Latest sponsor-wide plan assets
$45M 20.098792390626095% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.5M $45M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 129 $37M
2023 1 143 $42M
2024 1 154 $45M

Nearby Other Plans in Washington

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

Overlake School 403(b) vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Overlake School 403(b), Total assets ($B): 0.042494444 · Participants: 143Overlake School 403(b)A 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
Overlake School 403(b) vs. nearby Other plans in Washington, assets vs. participants
Compare Overlake School 403(b) side-by-side with 3 peers →

Overlake School 403(b)'s out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Seven Counties Services Retirement Savings Plan in KY ($42M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Overlake School 403(b) assets move in 2023? ▼
Overlake School 403(b) grew at a solid clip - up 13.4% during 2023, from $37M to $42M. Reported net income was $5M.
How have The Overlake School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Overlake School's sponsor-wide assets grew 20.1%, from $37M to $45M.
Where does Overlake School 403(b) rank by assets among Form 5500 filers? ▼
Overlake School 403(b) ranks in the 84th 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 Overlake School 403(b)? ▼
Among Other plans in other states, the closest by assets is Seven Counties Services Retirement Savings Plan in KY ($42M, 1,294 participants).
Which Other plans cover a similar participant headcount to Overlake School 403(b)? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 910814431.

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.