Other · DOL Form 5500 · 2022

Columbia Lutheran Charities Dba Columbia Memorial Hospital Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
632
Participants Below avg headcount
85th
Percentile by assets National rank
$57,923
Avg per participant Low balance/head
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Official DOL plan name: Columbia Memorial Hospital 403(b) Tax Deferred Annuity · Sponsored by Columbia Lutheran Charities Dba Columbia Memorial Hospital · Oregon · Healthcare & Social Assistance

$37M in assets, 632 participants

Columbia Lutheran Charities Dba Columbia Memorial Hospital's Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported $37M in total assets and 632 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,518 in Healthcare & Social Assistance (20,060 peers)

Where Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits by assets

Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $37M for 632 participants (~$57,923/participant), down 13.2% in 2022.

#17,518
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Columbia Memorial Hospital 403(b) Tax Deferred Annuity's outsized position by total assets

Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs every filed plan by assets

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

$36,607,465 Top 15% higher than 85% 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

Columbia Memorial Hospital 403(b) Tax Deferred Annuity 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. Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits mid-pack in the medium band (632 participants).

EBSA filing schedule strip

Filing strip 930583856 · Columbia Lutheran Charities Dba Columbia Memorial Hospital PY 2022 · Other

Columbia Memorial Hospital 403(b) Tax Deferred Annuity · $37M · 632 · 85th

  • ASSETS $37M
  • PCT 632
  • EIN 85th
  • RANK Other
  • PHOTO near French American School of New York 403(b) DC Plan
  • IND ind #17518

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 →

Columbia Memorial Hospital 403(b) Tax Deferred Annuity in the asset neighbourhood

Columbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$37MFrench American School of New York 403(b) DC PlanFrench American School of Ne…$37MBecker College Defined Contribution PlanBecker College Defined Contr…$37MRivier University 403(b) Plan$37MYai Network Affiliates 403(b) PlanYai Network Affiliates 403(b…$37M
End-of-year total assets ($M) among Columbia Memorial Hospital 403(b) Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN930583856
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Lutheran Charities Dba Columbia Memorial Hospital)

Sponsor-wide plan assets over time

All Columbia Lutheran Charities Dba Columbia Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$130M 22.79502628556402% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.8%
Year Plans Participants Total Assets
2022 3 1,193 $106M
2023 3 1,227 $123M
2024 3 1,379 $130M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Columbia Memorial Hospital 403(b) Tax Deferred Annuity, Total assets ($B): 0.036607465 · Participants: 632Columbia Memorial Hospital 403(b) Tax Deferred AnnuityLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants
Compare Columbia Memorial Hospital 403(b) Tax Deferred Annuity side-by-side with 3 peers →

Columbia Memorial Hospital 403(b) Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is French American School of New York 403(b) DC Plan in NY ($37M); by covered participants it is The Museum of Modern Art 403(b) Retirement Plan in NY (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Columbia Memorial Hospital 403(b) Tax Deferred Annuity assets move in 2022? ▼
Columbia Memorial Hospital 403(b) Tax Deferred Annuity pulled back noticeably - down 13.2% during 2022, from $42M to $37M. Reported net income was -$6M.
How have Columbia Lutheran Charities Dba Columbia Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Lutheran Charities Dba Columbia Memorial Hospital's sponsor-wide assets grew 22.8%, from $106M to $130M.
Where does Columbia Memorial Hospital 403(b) Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Columbia Memorial Hospital 403(b) Tax Deferred Annuity ranks in the 85th 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 Other plans are similar in size to Columbia Memorial Hospital 403(b) Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is French American School of New York 403(b) DC Plan in NY ($37M, 140 participants).
Which Other plans cover a similar participant headcount to Columbia Memorial Hospital 403(b) Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is The Museum of Modern Art 403(b) Retirement Plan in NY (632 participants, $128M 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 930583856.

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.