Other · DOL Form 5500 · 2024
The Overlake School Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 154
- Participants
- 83rd
- Percentile by assets
- $292,139
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $45M
- total plan assets (2024 EOY)
- 154
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $292,139
- avg assets per participant
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.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Overlake School 403(b) reports 154 participants - about 10% of that state average ($45M EOY assets).
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)
| 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.
Overlake School 403(b) vs. nearby Other plans in Washington, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Overlake School 403(b) by total assets, not by location.
- 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
Frequently Asked Questions
How did Overlake School 403(b) assets move in 2024? ▼
How have The Overlake School plan assets changed over time? ▼
Where does Overlake School 403(b) rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Overlake School 403(b)? ▼
Next read for Overlake School 403(b)
Filing takeaways
Ways to act on Overlake School 403(b)'s numbers.
- By total assets, Overlake School 403(b) ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- The Overlake School's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Educational Services plans