Tacoma, WA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tacoma, WA has 185 loaded benefit plan(s) reported by 125 plan sponsor(s), with $5,818,692,958 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 185
- Plan sponsors
- 125
- Total reported assets (EOY)
- $5,818,692,958
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Multicare Health System 403(B) Employee Savings Plan | Multicare Health System | $993,747,801 | 2023 |
| Umpqua Bank 401(K) And Profit Sharing Plan | Columbia Banking System, Inc. | $695,335,758 | 2023 |
| Retirement Plan For Employees Of Multicare Health System | Multicare Health System | $559,560,415 | 2023 |
| Sound Physicians 401(K) Plan | Sound Inpatient Physicians, Inc. | $511,412,021 | 2023 |
| Multicare Health System Retirement Account Plan | Multicare Health System | $478,440,322 | 2023 |
| Multicare Health System 401(K) Plan | Multicare Health System | $353,645,249 | 2023 |
| University Of Puget Sound Retirement Savings Plan | University Of Puget Sound | $335,742,078 | 2023 |
| Pacific Lutheran University 403(B) Retirement Plan | Pacific Lutheran University | $233,582,745 | 2023 |
| Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust | Tra-Minw, P.S. | $149,134,785 | 2023 |
| Gensco Profit Sharing 401(K) Plan | Gensco, Inc. | $143,901,089 | 2023 |
| Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust | Heritage Financial Corporation | $101,709,110 | 2023 |
| Trueblue, Inc. 401(K) Plan | Trueblue, Inc. | $92,396,837 | 2023 |
| Northwest Hardwoods, Inc. 401(K) Plan | Northwest Hardwoods, Inc. | $84,840,441 | 2023 |
| United Employees Benefit Trust | United Employees Benefit Trust | $55,116,771 | 2023 |
| Bargreen-Ellingson, Inc. 401(K) Plan | Bargreen-Ellingson, Inc. | $51,956,057 | 2023 |
| The Burkhart Dental Supply Co. Profit Sharing And 401(K) Plan And Trust | The Burkhart Dental Supply Co. | $51,742,467 | 2023 |
| Sound Credit Union 401(K) Retirement Savings Plan And Trust | Sound Credit Union | $46,766,215 | 2023 |
| Auto Warehousing Company 401(K) Profit Sharing Plan | Auto Warehousing Company | $46,728,608 | 2023 |
| Harborstone Credit Union Employee Retirement Savings Plan | Harborstone Credit Union | $46,585,966 | 2023 |
| 403(B) Thrift Plan Of Community Health Care | Community Health Care | $40,816,473 | 2023 |
| Washington Emergency Care Physicians 401(K) Profit Sharing Plan | Washington Emergency Care Physicians, Inc., P.S. | $40,566,870 | 2023 |
| Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan | Gordon Thomas Honeywell, Llp | $40,455,237 | 2023 |
| Charles Wright Academy 403(B) Retirement Plan | Charles Wright Academy | $37,831,453 | 2023 |
| Pediatrics Northwest, Ps 401(K) Profit Sharing Plan And Trust | Pediatrics Northwest, P.S. | $35,815,315 | 2023 |
| The Geneva Foundation 403(B) Plan | The Geneva Foundation | $34,349,897 | 2023 |
Largest plans in Tacoma → · Tacoma plans with financial data → · $1B+ plans in Tacoma → · Providers by reported compensation →
Related Form 5500 pages
- All WA Form 5500 filings
- Multicare Health System 403(B) Employee Savings Plan (plan 003)
- Multicare Health System — all reported plans
- Umpqua Bank 401(K) And Profit Sharing Plan (plan 001)
- Columbia Banking System, Inc. — all reported plans
- Retirement Plan For Employees Of Multicare Health System (plan 001)
- Sound Physicians 401(K) Plan (plan 001)
- Sound Inpatient Physicians, Inc. — all reported plans
- Multicare Health System Retirement Account Plan (plan 002)
- Multicare Health System 401(K) Plan (plan 005)
- University Of Puget Sound Retirement Savings Plan (plan 001)
- University Of Puget Sound — all reported plans
- Pacific Lutheran University 403(B) Retirement Plan (plan 001)
- Pacific Lutheran University — all reported plans
- Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust (plan 002)
- Tra-Minw, P.S. — all reported plans
- Gensco Profit Sharing 401(K) Plan (plan 001)
- Gensco, Inc. — all reported plans
- Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust (plan 003)
- Heritage Financial Corporation — all reported plans
- Trueblue, Inc. 401(K) Plan (plan 001)
- Trueblue, Inc. — all reported plans
- Northwest Hardwoods, Inc. 401(K) Plan (plan 001)
- Northwest Hardwoods, Inc. — all reported plans
- United Employees Benefit Trust (plan 501)
- United Employees Benefit Trust — all reported plans
- Bargreen-Ellingson, Inc. 401(K) Plan (plan 002)
- Bargreen-Ellingson, Inc. — all reported plans
- Methodology
- Data sources