Other · DOL Form 5500 · 2024

Swedish Health Services Retirement Plan

Data updated 2026-08-25

$293M
Total assets Near avg plan size
921
Participants Near avg headcount
96th
Percentile by assets National rank
$317,761
Avg per participant High balance/head
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Official DOL plan name: Swedish Health Services 403(b) Retirement Plan · Sponsored by Swedish Health Services · Washington · Healthcare & Social Assistance

$293M in assets, 921 participants

Swedish Health Services's Swedish Health Services 403(b) Retirement Plan reported $293M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,232 in Healthcare & Social Assistance (16,916 peers)

Where Swedish Health Services 403(b) Retirement Plan sits by assets

Swedish Health Services 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $293M for 921 participants (~$317,761/participant), up 5.3% in 2024.

#16,232
in Healthcare & Social Assistance (16,916 peers)
+5.3%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Swedish Health Services 403(b) Retirement Plan's outsized position by total assets

Swedish Health Services 403(b) Retirement Plan vs every filed plan by assets

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

$292,658,149 Top 4% higher than 96% 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

Swedish Health Services 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. Swedish Health Services 403(b) Retirement Plan sits mid-pack in the medium band (921 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swedish Health Services 403(b) Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Swedish Health Services 403(b) Retirement Plan reported participants fell from 1,068 in the plan year 2023 filing to 921 in the plan year 2024 filing.
  • Swedish Health Services 403(b) Retirement Plan end-of-year assets rose from $278M in the plan year 2023 filing to $293M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910433740 · Swedish Health Services PY 2024 · Other

Swedish Health Services 403(b) Retirement Plan · $293M · 921 · 96th

  • ASSETS $293M
  • PCT 921
  • EIN 96th
  • RANK Other
  • PHOTO near Bsa Match Savings Plan
  • IND ind #16232

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 →

Swedish Health Services 403(b) Retirement Plan in the asset neighbourhood

San Diego State University Foundation Defined Contribution Retirement PlanSan Diego State University F…$295MSwedish Health Services 403(b) Retirement PlanSwedish Health Services 403(…$293MBsa Match Savings Plan$292MManhattan University Defined Contribution Retirement PlanManhattan University Defined…$291MCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement PlanCatholic Medical Center 403(…$291M
End-of-year total assets ($M) among Swedish Health Services 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$278M
Net Assets (End of Year)$293M
Net Income$15M
Employer EIN910433740
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swedish Health Services)

Sponsor-wide plan assets over time

All Swedish Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 9.945980713971682% vs 2022
2024 filing year
$1.15B$1.2B$1.25B$1.3B$1.35B 202220232024 $1.17B $1.29B ▲ +10.3%
Year Plans Participants Total Assets
2022 5 3,366 $1.2B
2023 5 2,749 $1.3B
2024 5 2,472 $1.3B

Nearby Other Plans in Washington

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

Swedish Health Services 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.52 Total assets ($B) Participants Swedish Health Services 403(b) Retirement Plan, Total assets ($B): 0.292658149 · Participants: 921Swedish Health Services 403(b) 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
Swedish Health Services 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Swedish Health Services 403(b) Retirement Plan side-by-side with 3 peers →

Swedish Health Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Bsa Match Savings Plan in TX ($292M); by covered participants it is Sutter Health Tax Deferred Annuity Employer Match Plan in CA (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Swedish Health Services 403(b) Retirement Plan assets move in 2024? ▼
Swedish Health Services 403(b) Retirement Plan grew at a solid clip - up 5.3% during 2024, from $278M to $293M. Reported net income was $15M.
How have Swedish Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swedish Health Services's sponsor-wide assets grew 9.9%, from $1.2B to $1.3B.
Where does Swedish Health Services 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Swedish Health Services 403(b) Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Swedish Health Services 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bsa Match Savings Plan in TX ($292M, 4,216 participants).
Which Other plans cover a similar participant headcount to Swedish Health Services 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sutter Health Tax Deferred Annuity Employer Match Plan in CA (921 participants, $153M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910433740.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.