401(k) · DOL Form 5500 · 2024

St Joseph Health System 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
507
Participants Below avg headcount
90th
Percentile by assets National rank
$179,951
Avg per participant Above avg balance/head
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Official DOL plan name: St. Joseph and Covenant Health Systems 403(b) Plan · Sponsored by St Joseph Health System · Washington · Healthcare & Social Assistance

$91M in assets, 507 participants

St Joseph Health System's St. Joseph and Covenant Health Systems 403(b) Plan reported $91M 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.

  • #15,400 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

St. Joseph and Covenant Health Systems 403(b) Plan covers 507 participants in Washington, about 34% of the average Washington filer (state average ~1,476 per filing). Assets: $91M.

#15,400
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

St. Joseph and Covenant Health Systems 403(b) Plan's outsized position by total assets

St. Joseph and Covenant Health Systems 403(b) Plan vs every filed plan by assets

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

$91,235,011 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

St. Joseph and Covenant Health Systems 403(b) 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. St. Joseph and Covenant Health Systems 403(b) Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Joseph and Covenant Health Systems 403(b) Plan reported net income rose from -$1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • St. Joseph and Covenant Health Systems 403(b) Plan reported participants fell from 583 in the plan year 2023 filing to 507 in the plan year 2024 filing.
  • St. Joseph and Covenant Health Systems 403(b) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $91M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953589356 · St Joseph Health System PY 2024 · 401(k)

St. Joseph and Covenant Health Systems 403(b) Plan · $91M · 507 · 90th

  • TYPE $91M
  • TYPE 507
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Sumitomo Bakelite NA Savings Plan
  • TYPE ind #15400

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 →

St. Joseph and Covenant Health Systems 403(b) Plan in the asset neighbourhood

Grand River Medical Group Retirement PlanGrand River Medical Group Re…$91MUrology Healthcare Group, Inc. 401(k)/Profit Sharing PlanUrology Healthcare Group, In…$91MUnited Digestive 401(k) Plan$91MSumitomo Bakelite NA Savings PlanSumitomo Bakelite NA Savings…$91MSt. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$91M
End-of-year total assets ($M) among St. Joseph and Covenant Health Systems 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$91M
Net Income$3M
Employer EIN953589356
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Joseph Health System)

Sponsor-wide plan assets over time

All St Joseph Health System plans reported in each filing year

Latest sponsor-wide plan assets
$4.6B 34.31931603701622% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B$5B 202220232024 $3.39B $4.56B ▲ +34.5%
Year Plans Participants Total Assets
2022 2 29,410 $3.4B
2023 2 29,551 $4.0B
2024 2 30,429 $4.6B

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants St. Joseph and Covenant Health Systems 403(b) Plan, Total assets ($B): 0.091235011 · Participants: 507St. Joseph and Covenant Health Systems 403(b) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
St. Joseph and Covenant Health Systems 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare St. Joseph and Covenant Health Systems 403(b) Plan side-by-side with 3 peers →

St. Joseph and Covenant Health Systems 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sumitomo Bakelite NA Savings Plan in MI ($91M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

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 St. Joseph and Covenant Health Systems 403(b) Plan assets move in 2024? ▼
St. Joseph and Covenant Health Systems 403(b) Plan edged up modestly - up 3.6% during 2024, from $88M to $91M. Reported net income was $3M.
How have St Joseph Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Joseph Health System's sponsor-wide assets grew 34.3%, from $3.4B to $4.6B.
Where does St. Joseph and Covenant Health Systems 403(b) Plan rank by assets among Form 5500 filers? ▼
St. Joseph and Covenant Health Systems 403(b) 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 401(k) plans are similar in size to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sumitomo Bakelite NA Savings Plan in MI ($91M, 664 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph and Covenant Health Systems 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants, N/A 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 953589356.

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.