Other · DOL Form 5500 · 2024

Whitworth University Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
507
Participants Below avg headcount
90th
Percentile by assets National rank
$192,660
Avg per participant Above avg balance/head
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Official DOL plan name: Whitworth University Retirement Plan · Sponsored by Whitworth University · Washington · Educational Services

$98M in assets, 507 participants

Whitworth University's Whitworth University Retirement Plan reported $98M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,013 in Educational Services (3,638 peers)

Coverage in Washington

Whitworth University Retirement Plan covers 507 participants in Washington, about 34% of the average Washington filer (state average ~1,476 per filing). Assets: $98M.

#3,013
in Educational Services (3,638 peers)
+12.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Whitworth University Retirement Plan's outsized position by total assets

Whitworth University Retirement Plan vs every filed plan by assets

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

$97,678,702 Top 10% higher than 90% 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

Whitworth University 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. Whitworth University Retirement Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitworth University Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Whitworth University Retirement Plan end-of-year assets rose from $87M in the plan year 2023 filing to $98M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 910473310 · Whitworth University PY 2024 · Other

Whitworth University Retirement Plan · $98M · 507 · 90th

  • 5500 $98M
  • ASSETS 507
  • PCT 90th
  • EIN Other
  • RANK near The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan
  • PHOTO ind #3013

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 →

Whitworth University Retirement Plan in the asset neighbourhood

Northeast Valley Health Corporation 403(b) PlanNortheast Valley Health Corp…$98MWhitworth University Retirement PlanWhitworth University Retirem…$98MThe Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement PlanThe Huntington Library, Art …$98MLycoming College Retirement PlanLycoming College Retirement …$98MGemba Group Annuity Plan$97M
End-of-year total assets ($M) among Whitworth University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$98M
Net Income$11M
Employer EIN910473310
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitworth University)

Sponsor-wide plan assets over time

All Whitworth University plans reported in each filing year

Latest sponsor-wide plan assets
$98M 26.670380201893067% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.1M $97.7M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 528 $77M
2023 1 511 $87M
2024 1 507 $98M

Nearby Other Plans in Washington

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

Whitworth University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Whitworth University Retirement Plan, Total assets ($B): 0.097678702 · Participants: 507Whitworth University 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
Whitworth University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Whitworth University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in CA ($98M); by covered participants it is Ohio Northern University Defined Contribution Retirement Plan in OH (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Whitworth University Retirement Plan assets move in 2024?
Whitworth University Retirement Plan grew at a solid clip - up 12.7% during 2024, from $87M to $98M. Reported net income was $11M.
How have Whitworth University plan assets changed over time?
Across 3 plan years on file (2022-2024), Whitworth University's sponsor-wide assets grew 26.7%, from $77M to $98M.
Where does Whitworth University Retirement Plan rank by assets among Form 5500 filers?
Whitworth University Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Whitworth University Retirement Plan?
Among Other plans in other states, the closest by assets is The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement Plan in CA ($98M, 543 participants).
Which Other plans cover a similar participant headcount to Whitworth University Retirement Plan?
Among Other plans in other states, the closest by covered participants is Ohio Northern University Defined Contribution Retirement Plan in OH (507 participants, $253M in assets).