Other · DOL Form 5500 · 2024
Overlake Hospital Medical Center Retirement Plan
Data updated 2026-08-25
- $654M
- Total assets Above avg plan size
- 3,637
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $179,694
- Avg per participant Above avg balance/head
Official DOL plan name: Overlake Hospital Medical Center 403(b)Retirement Plan · Sponsored by Overlake Hospital Medical Center · Washington · Healthcare & Social Assistance
$654M in assets, 3,637 participants
Overlake Hospital Medical Center's Overlake Hospital Medical Center 403(b)Retirement Plan reported $654M in total assets and 3,637 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,542 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Overlake Hospital Medical Center 403(b)Retirement Plan covers 3,637 participants in Washington, 2.5x the typical Washington plan (state average ~1,476 per filing). Assets: $654M.
- #16,542
- in Healthcare & Social Assistance (16,916 peers)
- +19.3%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Overlake Hospital Medical Center 403(b)Retirement Plan's outsized position by total assets
Overlake Hospital Medical Center 403(b)Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$653,546,073 Top 2% higher than 98% 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
Overlake Hospital Medical Center 403(b)Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overlake Hospital Medical Center 403(b)Retirement Plan lands in the large band (3,637 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Overlake Hospital Medical Center 403(b)Retirement Plan end-of-year assets rose from $548M in the plan year 2023 filing to $654M in the plan year 2024 filing.
- Overlake Hospital Medical Center 403(b)Retirement Plan reported participants rose from 3,392 in the plan year 2023 filing to 3,637 in the plan year 2024 filing.
- Overlake Hospital Medical Center 403(b)Retirement Plan reported net income fell from $113M in the plan year 2023 filing to $106M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 910652651 · Overlake Hospital Medical Center PY 2024 · Other
Overlake Hospital Medical Center 403(b)Retirement Plan · $654M · 3,637 · 98th
- BOY $654M
- SCH 3,637
- EBSA 98th
- PART Other
- TYPE near Inspira Health Network 403(b) Savings Plan
- NET ind #16542
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 →
Overlake Hospital Medical Center 403(b)Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $548M |
|---|---|
| Net Assets (End of Year) | $654M |
| Net Income | $106M |
| Employer EIN | 910652651 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Overlake Hospital Medical Center)
Sponsor-wide plan assets over time
All Overlake Hospital Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $654M 50.3796423668747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,622 | $435M |
| 2023 | 1 | 3,392 | $548M |
| 2024 | 1 | 3,637 | $654M |
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
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
- Seattle University Employees Retirement Plan $479M · 1,965
Overlake Hospital Medical Center 403(b)Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Inspira Health Network 403(b) Savings Plan in NJ ($657M); by covered participants it is Hcr Manorcare 403(b) Plan in OH (3,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($654M here).
- Inspira Health Network 403(b) Savings Plan (NJ) $657M · 8,137
- Umass Memorial Health Care 403(b) Plan (MA) $650M · 4,397
- The Arc New York Affiliated Employers 403(b) Plan (NY) $648M · 19,257
- Roper St. Francis Healthcare 403(b) Plan (SC) $664M · 6,443
Similar participant headcount
Nearest other-state filings by covered participants (3,637 participants); asset peers above are excluded.
- Hcr Manorcare 403(b) Plan (OH) 3,639 · 2 off
- Electrical Workers Local 369 Retirement Fund (KY) 3,633 · 4 off
- Children's Hospital & Medical Center 403(b) Plan (NE) 3,616 · 21 off
- Anmed Health Retirement Savings Plan (SC) 3,605 · 32 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.