Providence Health & Services 401(k) and pension plans

Providence Health & Services, Renton, WA. EIN 51-0216586. Annual reports 2009–2024.

Providence Health & Services has 3 active retirement plans on file. The largest is the 401(k) Savings Plan, with 119,632 participants and $10.1 billion in assets in 2024. Fidelity has been its recordkeeper since 2020.

Active plans
3
Participants
180,619
Plan assets
$16.7 billion
401(k) recordkeeper
Fidelity
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
010Employer EIN 51-0216586
Participants (2024)
119,632
Net assets (2024)
$10.1 billion
Recordkeeper
FidelityEarlier: Milliman (2019), Fidelity (2010–2017)
Plan administrator
Providence Health & Services
1801 Lind Ave SW
Renton, WA 98057
(888) 687-3753As filed for 2024
In effect since
July 1, 2007

Plans merged into this one: Swedish Health Services 401(k) Plan (2011); Inland Northwest Health Services 401(k) Plan (2020); Pathology Associates Medical Laboratories 401(k) Plan (2019); Pacmed Clinics Pension Plan (2016); Swedish/Edmonds 401(k) Plan (2011).

Earlier plan names: Providence Health & Services 401(k) Plan; Providence, Swedish, Paml Multiple Employer 401(k) Plan; Multiple Employer 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024119,632$10.1 billionFidelity
2023109,907$8.1 billionFidelity
2022110,340$5.9 billionFidelity
2021111,361$6.0 billionFidelity
2020101,968$4.4 billionFidelity
201919,636$1.7 billionMilliman
201712,032$1.3 billionFidelity
201614,530$1.1 billionFidelity
201511,387$800 millionFidelity
201412,245$735 millionFidelity
201311,732$560 millionFidelity
201214,538$428 millionFidelity
20113,036$91.2 millionFidelity
20102,758$83.2 millionFidelity
20092,892$67.7 millionnot listed

Providence Health & Services 403(b) Value Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 51-0216586
Participants (2024)
60,228
Net assets (2024)
$6.5 billion
Recordkeeper
FidelityEarlier: Seven Simple Machines (2020–2021), Milliman (2019), Fidelity (2012–2017), Voya (2010–2011)
Plan administrator
Providence Health & Services
1801 Lind Ave SW
Renton, WA 98057
(888) 687-3753As filed for 2024
In effect since
December 1, 1968

Plans merged into this one: Providence Health & Services 403(b) Basic Plan (2017); Kadlec Regional Medical Center Retirement Plan (2015); Pacmed Clinics Tax Deferred Investment Plan (2016); Facey Medical Foundation 403(b) Plan (2014).

Year by year, 2010 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202460,228$6.5 billionFidelity
202373,807$6.2 billionFidelity
202287,067$5.7 billionFidelity
202185,905$7.6 billionSeven Simple Machines
202075,623$7.2 billionSeven Simple Machines
201997,247$6.4 billionMilliman
201795,496$5.3 billionFidelity
201681,287$4.3 billionFidelity
201578,023$3.7 billionFidelity
201469,404$3.4 billionFidelity
201367,342$3.1 billionFidelity
201255,761$2.5 billionFidelity
201154,554$2.2 billionVoya
201060,849$2.0 billionVoya

Willamette Falls Hospital Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
007Employer EIN 51-0216586
Participants (2024)
759
Net assets (2024)
$43.7 million
Last listed administrator
Seven Simple Machines2009–2014
Plan administrator
Providence Health & Services
1801 Lind Ave SW
Renton, WA 98057
(888) 687-3753As filed for 2024
In effect since
July 1, 1967

Earlier plan names: Willamette Falls Hosipital Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024759$43.7 millionnot listed
2023782$45.1 millionnot listed
2022781$44.2 millionnot listed
2021806$57.8 millionnot listed
2020839$54.9 millionnot listed
2019844$51.5 millionnot listed
2018852$44.9 millionnot listed
2017860$51.2 millionnot listed
2016864$47.6 millionnot listed
2015886$47.6 millionnot listed
2014976$51.7 millionSeven Simple Machines
2013977$52.4 millionSeven Simple Machines
2012989$49.2 millionSeven Simple Machines
2011989$45.6 millionSeven Simple Machines
2010990$46.4 millionSeven Simple Machines
2009999$37.0 millionSeven Simple Machines

Providence Health & Services 403(b) Basic Plan

401(k)Merged

Merged. In 2017 its assets moved to the Providence Health & Services 403(b) Value Plan, sponsored by Providence Health & Services (EIN 51-0216586, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
012Employer EIN 51-0216586
Participants (2015)
1,883
Net assets (2015)
$77.5 million
Recordkeeper
Fidelity2014–2016
Plan administrator
Providence Health & Services
2001 Lind Ave SW
Renton, WA 98057
(425) 525-3355As filed for 2017
In effect since
July 1, 2014
Year by year, 2014 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
20160$0Fidelity
20151,883$77.5 millionFidelity
20141,732$79.7 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((888) 687-3753). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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