Defined Benefit (Pension) · DOL Form 5500 · 2022

Cascade Health Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
129
Participants Small participant base
83rd
Percentile by assets National rank
$242,359
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Mckenzie-Willamette Hospital · Sponsored by Cascade Health · Oregon · Healthcare & Social Assistance

$31M in assets, 129 participants

Cascade Health's Retirement Plan for Employees of Mckenzie-Willamette Hospital reported $31M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,230 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Retirement Plan for Employees of Mckenzie-Willamette Hospital covers 129 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $31M.

#17,230
in Healthcare & Social Assistance (20,060 peers)
-37.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Mckenzie-Willamette Hospital's outsized position by total assets

Retirement Plan for Employees of Mckenzie-Willamette Hospital vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,264,285 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan for Employees of Mckenzie-Willamette Hospital among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Mckenzie-Willamette Hospital sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 930421470 · Cascade Health PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Mckenzie-Willamette Hospital · $31M · 129 · 83rd

  • IND $31M
  • EOY 129
  • 5500 83rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Tma-Ila Pension Plan
  • EIN ind #17230

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 →

Retirement Plan for Employees of Mckenzie-Willamette Hospital in the asset neighbourhood

Retirement Plan for Employees of Dana-Farber Cancer Institute, IncRetirement Plan for Employee…$31MRetirement Plan for Employees of Mckenzie-Willamette HospitalRetirement Plan for Employee…$31MTma-Ila Pension Plan$31MGould Medical Group, Inc. Cash Balance Pension PlanGould Medical Group, Inc. Ca…$31MTimes Publishing Company Defined Benefit Pension PlanTimes Publishing Company Def…$31M
End-of-year total assets ($M) among Retirement Plan for Employees of Mckenzie-Willamette Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$31M
Net Income-$19M
Employer EIN930421470
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Health)

Sponsor-wide plan assets over time

All Cascade Health plans reported in each filing year

Latest sponsor-wide plan assets
$45M 0.6211040702804722% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.2M $44.5M ▲ +0.6%
Year Plans Participants Total Assets
2022 2 347 $44M
2023 2 340 $48M
2024 2 335 $45M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Mckenzie-Willamette Hospital vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Retirement Plan for Employees of Mckenzie-Willamette Hospital, Total assets ($B): 0.031264285 · Participants: 129Retirement Plan for Employees of Mckenzie-Willamette HospitalXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Retirement Plan for Employees of Mckenzie-Willamette Hospital vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Retirement Plan for Employees of Mckenzie-Willamette Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Mckenzie-Willamette Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Tma-Ila Pension Plan in VA ($31M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Mckenzie-Willamette Hospital assets move in 2022? ▼
Retirement Plan for Employees of Mckenzie-Willamette Hospital contracted severely - down 37.7% during 2022, from $50M to $31M. Reported net income was -$19M.
How have Cascade Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Health's sponsor-wide assets grew 0.6%, from $44M to $45M.
Where does Retirement Plan for Employees of Mckenzie-Willamette Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Mckenzie-Willamette Hospital ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Mckenzie-Willamette Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tma-Ila Pension Plan in VA ($31M, 168 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Mckenzie-Willamette Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (129 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930421470.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.