KLAMATH HEALTH PARTNERSHIP INC PNTSA
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
KLAMATH HEALTH PARTNERSHIP INC
This Profit Sharing plan holds $3M in total assets and serves 132 participants as of 2022. It is sponsored by KLAMATH HEALTH PARTNERSHIP INC in Oregon. The plan reported a net loss of $566K for the year.
What the Filing Says About KLAMATH HEALTH PARTNERSHIP INC PNTSA
KLAMATH HEALTH PARTNERSHIP INC PNTSA is a Profit Sharing retirement plan sponsored by KLAMATH HEALTH PARTNERSHIP INC, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 132 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 931230223, and the plan has been effective since 1999-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 15.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-566,237 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $4M |
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $-566,237 |
| Plan Type | Profit Sharing |
| Employer EIN | 931230223 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (KLAMATH HEALTH PARTNERSHIP INC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $3M |
| 2023 | 1 | 147 | $4M |
| 2024 | 1 | 163 | $4M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- LEGACY HEALTH 403(B) PLAN $1.7B · 14,249
- ASANTE 403B PLAN $684M · 5,682
- SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL $615M · 6,234
- LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN $316M · 789
- THYSSENKRUPP 401(K) PLAN NORTH AMERICA $270M · 2,588
Related Data
Guides
Frequently Asked Questions
How much money is in the KLAMATH HEALTH PARTNERSHIP INC PNTSA? ▼
What type of plan is KLAMATH HEALTH PARTNERSHIP INC PNTSA? ▼
Who sponsors the KLAMATH HEALTH PARTNERSHIP INC PNTSA? ▼
How did KLAMATH HEALTH PARTNERSHIP INC PNTSA perform in 2022? ▼
Where can I find official filings for KLAMATH HEALTH PARTNERSHIP INC PNTSA? ▼
How does KLAMATH HEALTH PARTNERSHIP INC PNTSA compare to other plans? ▼
Explore PlainRetire
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 931230223.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.