Other · DOL Form 5500 · 2024

Seattle Foundation Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
96
Participants Small participant base
66th
Percentile by assets National rank
$166,968
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seattle Foundation Defined Contribution Retirement Plan · Sponsored by Seattle Foundation · Washington · Other Services

$16M in assets, 96 participants

Seattle Foundation's Seattle Foundation Defined Contribution Retirement Plan reported $16M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,249 in Other Services (7,719 peers)

Seattle Foundation multi-year trail

Seattle Foundation's plans moved +42.3% in assets from 2022 to 2024; this filing shows Seattle Foundation Defined Contribution Retirement Plan at $16M / 96 participants.

#6,249
in Other Services (7,719 peers)
+15.6%
assets growth YoY

Seattle Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

Seattle Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$16,028,965 Top 34% higher than 66% 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

Seattle Foundation Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seattle Foundation Defined Contribution Retirement Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Seattle Foundation Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Seattle Foundation Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Seattle Foundation Defined Contribution Retirement Plan reported participants rose from 92 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 916013536 · Seattle Foundation PY 2024 · Other

Seattle Foundation Defined Contribution Retirement Plan · $16M · 96 · 66th

  • IND $16M
  • IND 96
  • IND 66th
  • IND Other
  • IND near Bamsi 403(b) Retirement Plan
  • IND ind #6249

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 Other Services retirement plans → · Plans in Washington →

Seattle Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Bamsi 403(b) Retirement Plan$16MSeattle Foundation Defined Contribution Retirement PlanSeattle Foundation Defined C…$16MPreferred Behavioral Health of Nj 403(b) PlanPreferred Behavioral Health …$16MZufall Health Center 403(b) PlanZufall Health Center 403(b) …$16MPlanned Parenthood Columbia Willamette 403(b) PlanPlanned Parenthood Columbia …$16M
End-of-year total assets ($M) among Seattle Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Seattle Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Seattle Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.32025225429681% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 97 $11M
2023 1 92 $14M
2024 1 96 $16M

Seattle Foundation filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN916013536
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Seattle Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Seattle Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.016028965 · Participants: 96Seattle Foundation Defined Contribution Retirement 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
Seattle Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Seattle Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Bamsi 403(b) Retirement Plan in MA ($16M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Seattle Foundation Defined Contribution Retirement Plan assets move in 2024?
Seattle Foundation Defined Contribution Retirement Plan grew sharply - up 15.6% during 2024, from $14M to $16M. Reported net income was $2M.
How have Seattle Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Seattle Foundation's sponsor-wide assets grew 42.3%, from $11M to $16M.
Which Other plans are similar in size to Seattle Foundation Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Bamsi 403(b) Retirement Plan in MA ($16M, 1,454 participants).
Which Other plans cover a similar participant headcount to Seattle Foundation Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Washington Latin School Defined Contribution Plan in DC (96 participants, $7M in assets).