My Plan Facts

Employers › Washington

Employer · plans filed under one EIN

Peacehealth

Vancouver, WA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$603Mnet assets across plans
10,640participant records7,222 active
$19.4Memployer contributions, latest plan years$2,692 per active record
$399KSchedule C compensation to organisations$37.49 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Peacehealth's employer identification number (Vancouver, Washington). Their latest filings total 10,640 participant records and $603M in net assets.

The largest is Peacehealth Southwest Medical Center Employer Contribution Plan, a profit-sharing plan with 5,273 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $19.4M and participant contributions $25.5M in the latest plan years; benefits paid were $54.3M. Schedule C compensation reported to service provider organisations totalled $399K.

Combined net assets moved from $275M in 2013 to $603M in 2024 (up 120%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Peacehealth Southwest Medical Center Employer Contribution Planprofit-sharing plan20245,273$240M$45,433$5,567$300K
Peacehealth Southwest Medical Center Retirement Savings Plan403(b) plan20245,224$344M$65,755—$99K
Peacehealth Medical Group 401(k) Profit Sharing Plan401(k) plan2024143$20.4M$142,444$0$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2013: $275M2014: $284M2015: $266M2016: $303M2017: $352M2018: $338M2019: $409M2020: $469M2021: $534M2022: $451M2023: $534M2024: $603M$275M$603M2013201620202024
Combined net assets
2013: 7,5892014: 7,6812015: 8,5542016: 8,9472017: 8,3462018: 8,4452019: 8,2372020: 8,9302021: 9,5112022: 10,0302023: 10,4212024: 10,6407,58910,6402013201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024310,640$603M$19.4M$25.5M
2023310,421$534M$17.9M$23.0M
2022310,030$451M$17.0M$21.5M
202139,511$534M$15.6M$20.0M
202038,930$469M$14.5M$17.6M
201938,237$409M$14.0M$16.9M
201838,445$338M$12.7M$15.7M
201738,346$352M$12.7M$13.9M
201638,947$303M$12.2M$13.1M
201528,554$266M$12.0M$13.0M
201437,681$284M$11.4M$12.2M
201337,589$275M$12.5M$12.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing; Contract Administrator3$272,949
Strategic AdvisorsInvestment advisory (plan)1$36,412
SageView Advisory Group LLCConsulting (general); Investment advisory (participants); Investment advisory (plan)2$33,159
Moss Adams LLPConsulting (general)1$21,000
Strategic Advisors, Inc.Investment advisory (plan)1$18,698
Baker Tilly US, LLPAccounting (including auditing)2$16,650

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$273K
Strategic Advisors$36K
SageView Advisory Group LLC$33K
Moss Adams LLP$21K
Strategic Advisors, Inc.$19K
Baker Tilly US, LLP$17K

Questions and answers

How many retirement plans does Peacehealth have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Peacehealth Southwest Medical Center Employer Contribution Plan, Peacehealth Southwest Medical Center Retirement Savings Plan and Peacehealth Medical Group 401(k) Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Peacehealth contribute to its plans?

$19,441,458 in employer contributions across these plans in their latest plan years, about $2,692 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Strategic Advisors, SageView Advisory Group LLC and Moss Adams LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.