Other · DOL Form 5500 · 2024

The University of Puget Sound Retirement Plan

Data updated 2026-08-25

$354M
Total assets Above avg plan size
912
Participants Near avg headcount
96th
Percentile by assets National rank
$388,220
Avg per participant High balance/head
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Official DOL plan name: University of Puget Sound Retirement Savings Plan · Sponsored by The University of Puget Sound · Washington · Educational Services

$354M in assets, 912 participants

The University of Puget Sound's University of Puget Sound Retirement Savings Plan reported $354M in total assets and 912 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.

  • #3,424 in Educational Services (3,638 peers)

Where University of Puget Sound Retirement Savings Plan sits by assets

University of Puget Sound Retirement Savings Plan sits in the top 5% of all filed plans by assets, $354M for 912 participants (~$388,220/participant), up 5.5% in 2024.

#3,424
in Educational Services (3,638 peers)
+5.5%
assets growth YoY
3.6×
vs typical plan assets (national mean)

University of Puget Sound Retirement Savings Plan's outsized position by total assets

University of Puget Sound Retirement Savings Plan vs every filed plan by assets

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

$354,056,795 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

University of Puget Sound Retirement Savings 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. University of Puget Sound Retirement Savings Plan sits mid-pack in the medium band (912 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Puget Sound Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • University of Puget Sound Retirement Savings Plan end-of-year assets rose from $336M in the plan year 2023 filing to $354M in the plan year 2024 filing.
  • University of Puget Sound Retirement Savings Plan reported participants rose from 893 in the plan year 2023 filing to 912 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910564961 · The University of Puget Sound PY 2024 · Other

University of Puget Sound Retirement Savings Plan · $354M · 912 · 96th

  • EIN $354M
  • EIN 912
  • EIN 96th
  • EIN Other
  • EIN near Electricians Annuity Plan - IBEW Local 456
  • EIN ind #3424

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 →

University of Puget Sound Retirement Savings Plan in the asset neighbourhood

403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff403(b) Defined Contribution …$356M403 (B) Retirement Plan$356MElectricians Annuity Plan - IBEW Local 456Electricians Annuity Plan - …$356MUniversity of Puget Sound Retirement Savings PlanUniversity of Puget Sound Re…$354MHamilton College 403(b) Retirement PlanHamilton College 403(b) Reti…$352M
End-of-year total assets ($M) among University of Puget Sound Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$354M
Net Income$18M
Employer EIN910564961
Plan Effective Date1936-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Puget Sound)

Sponsor-wide plan assets over time

All The University of Puget Sound plans reported in each filing year

Latest sponsor-wide plan assets
$354M 13.38893235283354% vs 2022
2024 filing year
$300M$320M$340M$360M 202220232024 $312M $354M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 902 $312M
2023 1 893 $336M
2024 1 912 $354M

Nearby Other Plans in Washington

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

University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.52 Total assets ($B) Participants University of Puget Sound Retirement Savings Plan, Total assets ($B): 0.354056795 · Participants: 912University of Puget Sound Retirement Savings 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
University of Puget Sound Retirement Savings Plan vs. nearby Other plans in Washington, assets vs. participants
Compare University of Puget Sound Retirement Savings Plan side-by-side with 3 peers →

University of Puget Sound Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Electricians Annuity Plan - IBEW Local 456 in NJ ($356M); by covered participants it is Cais Multiple Employer Plan in CT (912 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (912 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 University of Puget Sound Retirement Savings Plan assets move in 2024? ▼
University of Puget Sound Retirement Savings Plan grew at a solid clip - up 5.5% during 2024, from $336M to $354M. Reported net income was $18M.
How have The University of Puget Sound plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Puget Sound's sponsor-wide assets grew 13.4%, from $312M to $354M.
Where does University of Puget Sound Retirement Savings Plan rank by assets among Form 5500 filers? ▼
University of Puget Sound Retirement Savings 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 University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Electricians Annuity Plan - IBEW Local 456 in NJ ($356M, 1,346 participants).
Which Other plans cover a similar participant headcount to University of Puget Sound Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Cais Multiple Employer Plan in CT (912 participants, $257M 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 910564961.

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.