Other · DOL Form 5500 · 2024
Pacific Lutheran University Retirement Plan
Data updated 2026-08-25
- $240M
- Total assets Near avg plan size
- 552
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $435,347
- Avg per participant High balance/head
Official DOL plan name: Pacific Lutheran University 403(b) Retirement Plan · Sponsored by Pacific Lutheran University · Washington · Educational Services
$240M in assets, 552 participants
Pacific Lutheran University's Pacific Lutheran University 403(b) Retirement Plan reported $240M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,337 in Educational Services (3,638 peers)
Coverage in Washington
Pacific Lutheran University 403(b) Retirement Plan covers 552 participants in Washington, about 37% of the average Washington filer (state average ~1,476 per filing). Assets: $240M.
- #3,337
- in Educational Services (3,638 peers)
- +2.9%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Pacific Lutheran University 403(b) Retirement Plan's outsized position by total assets
Pacific Lutheran University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$240,311,788 Top 5% higher than 95% 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
Pacific Lutheran University 403(b) Retirement 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. Pacific Lutheran University 403(b) Retirement Plan sits mid-pack in the medium band (552 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Lutheran University 403(b) Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Pacific Lutheran University 403(b) Retirement Plan reported participants fell from 646 in the plan year 2023 filing to 552 in the plan year 2024 filing.
- Pacific Lutheran University 403(b) Retirement Plan end-of-year assets rose from $234M in the plan year 2023 filing to $240M in the plan year 2024 filing.
DOL schedule card
Filing strip 910565571 · Pacific Lutheran University PY 2024 · Other
Pacific Lutheran University 403(b) Retirement Plan · $240M · 552 · 95th
- BOY $240M
- BOY 552
- BOY 95th
- BOY Other
- BOY near Quinnipiac University Tax Deferred Annuity Plan
- BOY ind #3337
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 →
Pacific Lutheran University 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $7M |
| Employer EIN | 910565571 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Lutheran University)
Sponsor-wide plan assets over time
All Pacific Lutheran University plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 13.346223479422626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 678 | $212M |
| 2023 | 1 | 646 | $234M |
| 2024 | 1 | 552 | $240M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Pacific Lutheran University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Quinnipiac University Tax Deferred Annuity Plan in CT ($240M); by covered participants it is Eastern National 403(b) Plan in PA (552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($240M here).
Similar participant headcount
Nearest other-state filings by covered participants (552 participants); asset peers above are excluded.
- Eastern National 403(b) Plan (PA) 552 · 0 off
- Mount Prospect Academy, Inc. 403(b) Plan (NH) 551 · 1 off
- Beechwood Tax Sheltered Annuity Retirement Plan (NY) 553 · 1 off
- Simpson Senior Services, Inc. 403(b)(7) Retirement Plan (PA) 553 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.