401(k) · DOL Form 5500 · 2024

Confluence Health 401(k) Plan

Data updated 2026-08-25

$697M
Total assets Above avg plan size
3,624
Participants Above avg headcount
98th
Percentile by assets National rank
$192,360
Avg per participant Above avg balance/head
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Official DOL plan name: Confluence Health 401(k) Plan · Sponsored by Confluence Health · Washington · Healthcare & Social Assistance

$697M in assets, 3,624 participants

Confluence Health's Confluence Health 401(k) Plan reported $697M in total assets and 3,624 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,554 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Confluence Health 401(k) Plan covers 3,624 participants in Washington, 2.5x the typical Washington plan (state average ~1,476 per filing). Assets: $697M.

#16,554
in Healthcare & Social Assistance (16,916 peers)
+11.2%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Confluence Health 401(k) Plan's outsized position by total assets

Confluence Health 401(k) Plan vs every filed plan by assets

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

$697,113,412 Top 2% higher than 98% 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

Confluence Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluence Health 401(k) Plan lands in the large band (3,624 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Confluence Health 401(k) Plan end-of-year assets rose from $627M in the plan year 2023 filing to $697M in the plan year 2024 filing.
  • Confluence Health 401(k) Plan reported net income rose from $68M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Confluence Health 401(k) Plan reported participants fell from 3,668 in the plan year 2023 filing to 3,624 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 910647181 · Confluence Health PY 2024 · 401(k)

Confluence Health 401(k) Plan · $697M · 3,624 · 98th

  • BOY $697M
  • SCH 3,624
  • EBSA 98th
  • PART 401(k)
  • TYPE near The Gates Matchmaker Plan
  • NET ind #16554

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 →

Confluence Health 401(k) Plan in the asset neighbourhood

Two Sigma 401(k) Plan$698MA. T. Kearney, Inc. 401(k) and Profit Sharing Retirement PlanA. T. Kearney, Inc. 401(k) a…$698MConfluence Health 401(k) Plan$697MThe Gates Matchmaker Plan$696MGuardian Life Employees Incentive Savings PlanGuardian Life Employees Ince…$696M
End-of-year total assets ($M) among Confluence Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$627M
Net Assets (End of Year)$697M
Net Income$70M
Employer EIN910647181
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Health)

Sponsor-wide plan assets over time

All Confluence Health plans reported in each filing year

Latest sponsor-wide plan assets
$697M 24.78311063968311% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $559M $697M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 3,495 $559M
2023 1 3,668 $627M
2024 1 3,624 $697M

Nearby 401(k) Plans in Washington

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

Confluence Health 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Confluence Health 401(k) Plan, Total assets ($B): 0.697113412 · Participants: 3624Confluence Health 401(k) 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
Confluence Health 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Confluence Health 401(k) Plan side-by-side with 3 peers →

Confluence Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Gates Matchmaker Plan in CO ($696M); by covered participants it is Country/ Iaa 401(k) Plan in IL (3,624 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($697M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,624 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 Confluence Health 401(k) Plan assets move in 2024? ▼
Confluence Health 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $627M to $697M. Reported net income was $70M.
How have Confluence Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Health's sponsor-wide assets grew 24.8%, from $559M to $697M.
Where does Confluence Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence Health 401(k) Plan ranks in the 98th 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 401(k) plans are similar in size to Confluence Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gates Matchmaker Plan in CO ($696M, 3,800 participants).
Which 401(k) plans cover a similar participant headcount to Confluence Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Country/ Iaa 401(k) Plan in IL (3,624 participants, $1.1B 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 910647181.

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.