Other · DOL Form 5500 · 2022
St. Charles Health System, Inc. Retirement Plan
Data updated 2026-08-06
- $519M
- Total assets
- 4,485
- Participants
- 98th
- Percentile by assets
- $115,696
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #19,714 in Healthcare & Social Assistance (20,087 peers)
Coverage in Oregon
St. Charles Health System Retirement Plan covers 4,485 participants in Oregon, 10x the typical Oregon plan (state average ~440 per filing). Assets: $519M.
- $519M
- total plan assets (2022 EOY)
- 4,485
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $115,696
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. St. Charles Health System Retirement Plan reports 4,485 participants - 10x that state average ($519M EOY assets).
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.)
| 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.
St. Charles Health System Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Charles Health System Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did St. Charles Health System Retirement Plan assets move in 2022? ▼
How have St. Charles Health System, Inc. plan assets changed over time? ▼
Where does St. Charles Health System Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on St. Charles Health System Retirement Plan's numbers.
- By total assets, St. Charles Health System Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- St. Charles Health System, Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans