Other · DOL Form 5500 · 2022
St. Charles Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $519M
- Total assets Above avg plan size
- 4,485
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $115,696
- Avg per participant Below avg balance/head
Official DOL plan name: St. Charles Health System Retirement Plan · Sponsored by St. Charles Health System, Inc. · Oregon · Healthcare & Social Assistance
$519M in assets, 4,485 participants
St. Charles Health System, Inc.'s St. Charles Health System Retirement Plan reported $519M in total assets and 4,485 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,687 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
St. Charles Health System Retirement Plan covers 4,485 participants in Oregon, 10x the typical Oregon plan (state average ~443 per filing). Assets: $519M.
- #19,687
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
- 5.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $88M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Charles Health System Retirement Plan's outsized position by total assets
St. Charles Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$518,895,741 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Charles Health System Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Charles Health System Retirement Plan lands in the large band (4,485 participants).
DOL schedule card
Filing strip 930602940 · St. Charles Health System, Inc. PY 2022 · Other
St. Charles Health System Retirement Plan · $519M · 4,485 · 98th
- PHOTO $519M
- IND 4,485
- EOY 98th
- 5500 Other
- ASSETS near IBEW Local 351 Surety Plan
- PCT ind #19687
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
St. Charles Health System Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $607M |
|---|---|
| Net Assets (End of Year) | $519M |
| Net Income | -$88M |
| Employer EIN | 930602940 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Charles Health System, Inc.)
Sponsor-wide plan assets over time
All St. Charles Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $744M 43.380590976945406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,485 | $519M |
| 2023 | 1 | 4,378 | $625M |
| 2024 | 1 | 4,769 | $744M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
- University of Portland Defined Contribution and Tax Deferred Annuity $223M · 830
St. Charles Health System Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is IBEW Local 351 Surety Plan in NJ ($520M); by covered participants it is Shriners Hospitals for Children Retirement Savings Plan in FL (4,458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($519M here).
- IBEW Local 351 Surety Plan (NJ) $520M · 2,375
- Smith College Defined Contribution Retirement Plan (MA) $520M · 1,646
- Ballad Health 403(b) Plan (TN) $517M · 11,477
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) $517M · 9,278
Similar participant headcount
Nearest other-state filings by covered participants (4,485 participants); asset peers above are excluded.
- Shriners Hospitals for Children Retirement Savings Plan (FL) 4,458 · 27 off
- Genesis Health System Retirement Savings Plan (IA) 4,454 · 31 off
- Freeman Employee Savings Plan (MO) 4,447 · 38 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 4,435 · 50 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.