Defined Benefit (Pension) · DOL Form 5500 · 2024
Swedish Health Services Pension Plan
Data updated 2026-08-11
- $121M
- Total assets
- N/A
- Participants
- 92nd
- Percentile by assets
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $121M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- -4.9%
- assets change YoY
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.
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.
Swedish Health Services Retiree Pension Plan vs the 2024 asset distribution
By assets, Swedish Health Services Retiree Pension Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Swedish Health Services Retiree Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Swedish Health Services Retiree Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Swedish Health Services Retiree Pension Plan assets move in 2024? ▼
How have Swedish Health Services plan assets changed over time? ▼
Where does Swedish Health Services Retiree Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Swedish Health Services Retiree Pension …
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Ways to act on Swedish Health Services Retiree Pension Plan's numbers.
- By total assets, Swedish Health Services Retiree Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
- Swedish Health Services's sponsor-wide assets have grown 9.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans