Other · DOL Form 5500 · 2024
Bastyr University Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 399
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $114,066
- Avg per participant Below avg balance/head
Official DOL plan name: Bastyr University 403(b) DC Plan · Sponsored by Bastyr University · Washington · Educational Services
$46M in assets, 399 participants
Bastyr University's Bastyr University 403(b) DC Plan reported $46M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,552 in Educational Services (3,638 peers)
Coverage in Washington
Bastyr University 403(b) DC Plan covers 399 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $46M.
- #2,552
- in Educational Services (3,638 peers)
- +2.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Bastyr University 403(b) DC Plan's outsized position by total assets
Bastyr University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,512,307 Top 17% higher than 83% 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
Bastyr University 403(b) DC 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. Bastyr University 403(b) DC Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bastyr University 403(b) DC Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bastyr University 403(b) DC Plan end-of-year assets rose from $44M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Bastyr University 403(b) DC Plan reported participants fell from 408 in the plan year 2023 filing to 399 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 911036794 · Bastyr University PY 2024 · Other
Bastyr University 403(b) DC Plan · $46M · 399 · 83rd
- SCH $46M
- EBSA 399
- PART 83rd
- TYPE Other
- NET near Center for Early Education DC Retirement Plan
- BOOK ind #2552
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 →
Bastyr University 403(b) DC Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $1M |
| Employer EIN | 911036794 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bastyr University)
Sponsor-wide plan assets over time
All Bastyr University plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 14.744819046180293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $40M |
| 2023 | 1 | 408 | $44M |
| 2024 | 1 | 399 | $46M |
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
Bastyr University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Center for Early Education DC Retirement Plan in CA ($45M); by covered participants it is Lutheran Homes of Oconomowoc Retirement Plan in WI (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Center for Early Education DC Retirement Plan (CA) $45M · 119
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan (FL) $45M · 871
- Converse University Defined Contribution Retirement Plan (SC) $45M · 155
- Fort Worth Country Day School Defined Contribution Retirement Plan (TX) $46M · 217
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- Lutheran Homes of Oconomowoc Retirement Plan (WI) 399 · 0 off
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 399 · 0 off
- 403(b) Thrift Plan of Haynes Family of Programs, Inc. (CA) 400 · 1 off
- Milton Academy Retirement Plan (MA) 398 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.