Other · DOL Form 5500 · 2024
The Overlake School Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 154
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $292,139
- Avg per participant High balance/head
Official DOL plan name: Overlake School 403(b) · Sponsored by The Overlake School · Washington · Educational Services
$45M in assets, 154 participants
The Overlake School's Overlake School 403(b) reported $45M in total assets and 154 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.
- #2,541 in Educational Services (3,638 peers)
Coverage in Washington
Overlake School 403(b) covers 154 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $45M.
- #2,541
- in Educational Services (3,638 peers)
- +5.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Overlake School 403(b)'s outsized position by total assets
Overlake School 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,989,458 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
Overlake School 403(b) 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. Overlake School 403(b) sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Overlake School 403(b) reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Overlake School 403(b) reported participants rose from 143 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- Overlake School 403(b) end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.
DOL schedule card
Filing strip 910814431 · The Overlake School PY 2024 · Other
Overlake School 403(b) · $45M · 154 · 83rd
- PCT $45M
- PCT 154
- PCT 83rd
- PCT Other
- PCT near United Way Worldwide Tax Deferred Savings Plan
- PCT ind #2541
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 →
Overlake School 403(b) in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $2M |
| Employer EIN | 910814431 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Overlake School)
Sponsor-wide plan assets over time
All The Overlake School plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 20.098792390626095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $37M |
| 2023 | 1 | 143 | $42M |
| 2024 | 1 | 154 | $45M |
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
Overlake School 403(b)'s out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is United Way Worldwide Tax Deferred Savings Plan in VA ($45M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- United Way Worldwide Tax Deferred Savings Plan (VA) $45M · 220
- Roberts Wesleyan University Retirement Plan (NY) $45M · 741
- Wildwood Programs, Inc. Tax Deferred Annuity Program (NY) $45M · 1,140
- Felician University Retirement Plan (NJ) $45M · 372
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Ohio Dominican University Retirement Plan (OH) 154 · 0 off
- Southern Wesleyan University DC Plan (SC) 154 · 0 off
- Guiding Eyes for the Blind 403(b) Plan (NY) 154 · 0 off
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.