Defined Benefit (Pension) · DOL Form 5500 · 2024
Swedish Health Services Pension Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 92nd
- Percentile by assets National rank
Official DOL plan name: Swedish Health Services Retiree Pension Plan · Sponsored by Swedish Health Services · Washington · Healthcare & Social Assistance
$121M in assets, N/A participants
Swedish Health Services's Swedish Health Services Retiree Pension Plan reported $121M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,702 in Healthcare & Social Assistance (16,916 peers)
Where Swedish Health Services Retiree Pension Plan sits by assets
Swedish Health Services Retiree Pension Plan sits in the top 10% of all filed plans by assets, $121M for N/A participants, down 4.9% in 2024.
- #15,702
- in Healthcare & Social Assistance (16,916 peers)
- -4.9%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swedish Health Services Retiree Pension Plan's outsized position by total assets
Swedish Health Services Retiree Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,459,574 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swedish Health Services Retiree Pension Plan reported net income fell from -$3M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Swedish Health Services Retiree Pension Plan end-of-year assets fell from $128M in the plan year 2023 filing to $121M in the plan year 2024 filing.
DOL schedule card
Filing strip 910433740 · Swedish Health Services PY 2024 · Defined Benefit (Pension)
Swedish Health Services Retiree Pension Plan · $121M · N/A · 92nd
- BOY $121M
- BOY N/A
- BOY 92nd
- BOY Defined Benefit (Pension)
- BOY near Sheet Metal Workers Local 7, Zone 2 Pension Plan
- BOY ind #15702
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 →
Swedish Health Services Retiree Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | -$6M |
| Employer EIN | 910433740 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swedish Health Services)
Sponsor-wide plan assets over time
All Swedish Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 9.945980713971682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 3,366 | $1.2B |
| 2023 | 5 | 2,749 | $1.3B |
| 2024 | 5 | 2,472 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Swedish Health Services Retiree Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Washington, the nearest Defined Benefit (Pension) by end-of-year assets is Sheet Metal Workers Local 7, Zone 2 Pension Plan in MI at $121M (this filing: $121M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Sheet Metal Workers Local 7, Zone 2 Pension Plan (MI) $121M · 371
- Nippon Express U.S.a. Group Pension Plan (IL) $122M · 197
- Rsm US LLP Market Based Cash Balance Plan (IA) $121M · 1,068
- The Museum of Modern Art Pension Plan (NY) $121M · 144
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.