Other · DOL Form 5500 · 2022

Columbia Lutheran Charities Dba Columbia Memorial Hospital Retirement Plan

Data updated 2026-08-11

$37M
Total assets
632
Participants
85th
Percentile by assets
$57,923
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$37M
total plan assets (2022 EOY)
632
covered participants
85th
percentile by assets (of 139,126 plans)
$57,923
avg assets per participant

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 vs the 2022 asset distribution

By assets, Columbia Memorial Hospital 403(b) Tax Deferred Annuity outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.8%
Total plan assets by year, all Columbia Lutheran Charities Dba Columbia Memorial Hospital plans on file
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

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 Ho…Legacy Health 403(b)…Asante 403b PlanSt. Charles Health S…Samaritan Health Ser…Lewis & Clark Colleg…
Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Columbia Memorial Hospital 403(b) Tax Deferred Annuity by total assets, not by location.

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).

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Ways to act on Columbia Memorial Hospital 403(b) Tax Deferred Annuity's numbers.