Other · DOL Form 5500 · 2024
Josephine Caring Community Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $40,111
- Avg per participant Low balance/head
Official DOL plan name: Josephine 403(b) Retirement Plan · Sponsored by Josephine Caring Community · Washington · Healthcare & Social Assistance
$9M in assets, 228 participants
Josephine Caring Community's Josephine 403(b) Retirement Plan reported $9M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #9,994 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Josephine 403(b) Retirement Plan covers 228 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.
- #9,994
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
Josephine 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Josephine 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,145,394 Top 46% higher than 54% 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
Josephine 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. Josephine 403(b) Retirement Plan sits mid-pack in the medium band (228 participants).
Plan-year Form 5500 strip
Filing strip 910570870 · Josephine Caring Community PY 2024 · Other
Josephine 403(b) Retirement Plan · $9M · 228 · 54th
- BOY $9M
- BOY 228
- BOY 54th
- BOY Other
- BOY near Westminster Manor 403(b) Plan
- BOY ind #9994
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 →
Josephine 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 910570870 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
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
Josephine 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Westminster Manor 403(b) Plan in TX ($9M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 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.