Other · DOL Form 5500 · 2024

Cowlitz Family Health Center Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
187
Participants Below avg headcount
51st
Percentile by assets National rank
$42,010
Avg per participant Low balance/head
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Official DOL plan name: Cowlitz Family Health Center 403(b) Plan · Sponsored by Cowlitz Family Health Center · Washington · Healthcare & Social Assistance

$8M in assets, 187 participants

Cowlitz Family Health Center's Cowlitz Family Health Center 403(b) Plan reported $8M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,388 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Cowlitz Family Health Center 403(b) Plan covers 187 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#9,388
in Healthcare & Social Assistance (16,916 peers)
+22.5%
assets growth YoY

Cowlitz Family Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cowlitz Family Health Center 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,855,777 Top 49% higher than 51% of 123,620 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 2024

Cowlitz Family Health Center 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cowlitz Family Health Center 403(b) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cowlitz Family Health Center 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Cowlitz Family Health Center 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cowlitz Family Health Center 403(b) Plan reported participants fell from 202 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910896241 · Cowlitz Family Health Center PY 2024 · Other

Cowlitz Family Health Center 403(b) Plan · $8M · 187 · 51st

  • EBSA $8M
  • EBSA 187
  • EBSA 51st
  • EBSA Other
  • EBSA near Santa Barbara Museum of Natural History 403(b) DC Plan
  • EBSA ind #9388

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 →

Cowlitz Family Health Center 403(b) Plan in the asset neighbourhood

Aldea Inc. 403b Plan$8MCowlitz Family Health Center 403(b) PlanCowlitz Family Health Center…$8MSanta Barbara Museum of Natural History 403(b) DC PlanSanta Barbara Museum of Natu…$8MTown and Country Retirement PlanTown and Country Retirement …$8MVenture Together, Inc. 403(b) PlanVenture Together, Inc. 403(b…$8M
End-of-year total assets ($M) among Cowlitz Family Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN910896241
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cowlitz Family Health Center)

Sponsor-wide plan assets over time

All Cowlitz Family Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$8M 66.56945598559184% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.72M $7.86M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 176 $5M
2023 1 202 $6M
2024 1 187 $8M

Nearby Other Plans in Washington

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

Cowlitz Family Health Center 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Cowlitz Family Health Center 403(b) Plan, Total assets ($B): 0.007855777 · Participants: 187Cowlitz Family Health Center 403(b) PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Cowlitz Family Health Center 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants

Cowlitz Family Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Santa Barbara Museum of Natural History 403(b) DC Plan in CA ($8M); by covered participants it is Living Independently Forever, Inc. Defined Contribution Retirement Plan in MA (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cowlitz Family Health Center 403(b) Plan assets move in 2024?
Cowlitz Family Health Center 403(b) Plan grew sharply - up 22.5% during 2024, from $6M to $8M. Reported net income was $1M.
How have Cowlitz Family Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Cowlitz Family Health Center's sponsor-wide assets grew 66.6%, from $5M to $8M.
Which Other plans are similar in size to Cowlitz Family Health Center 403(b) Plan?
Among Other plans in other states, the closest by assets is Santa Barbara Museum of Natural History 403(b) DC Plan in CA ($8M, 72 participants).
Which Other plans cover a similar participant headcount to Cowlitz Family Health Center 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Living Independently Forever, Inc. Defined Contribution Retirement Plan in MA (187 participants, $5M in assets).