Other · DOL Form 5500 · 2022
ASANTE Retirement Plan
Data updated 2026-08-11
- $563M
- Total assets
- 5,704
- Participants
- 98th
- Percentile by assets
- $98,660
- Avg per participant
Official DOL plan name: Asante 403b Plan · Sponsored by ASANTE · Oregon · Healthcare & Social Assistance
$563M in assets, 5,704 participants
ASANTE's Asante 403b Plan reported $563M in total assets and 5,704 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 139,126 plans)
- #19,718 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Asante 403b Plan covers 5,704 participants in Oregon, 13x the typical Oregon plan (state average ~443 per filing). Assets: $563M.
- $563M
- total plan assets (2022 EOY)
- 5,704
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $98,660
- avg assets per participant
The plan reported a net loss of $106M 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 443 participants across 1,736 plans. Asante 403b Plan reports 5,704 participants - 13x that state average ($563M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $669M |
|---|---|
| Net Assets (End of Year) | $563M |
| Net Income | -$106M |
| Employer EIN | 930223960 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ASANTE)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,738 | $594M |
| 2023 | 2 | 5,713 | $715M |
| 2024 | 2 | 5,872 | $789M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Asante 403b Plan vs. nearby Other plans in Oregon, assets vs. participants
- Legacy Health 403(b) Plan $1.4B · 13,568
- St. Charles Health System Retirement Plan $519M · 4,485
- 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
Scale composition for Asante 403b Plan
Asante 403b Plan reports $563M in end-of-year assets across 5,704 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $98,660 per participant (71% of the national average assets-per-participant) . Net income for plan year 2022 was -$106M.
This plan identity (EIN 930223960, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $563M to $759M (+34.8%) while covered participants moved from 5,704 to 5,850 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,704 | $563M | This page |
| 2023 | 5,682 | $684M | Open filing |
| 2024 · index core | 5,850 | $759M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Asante 403b Plan (Other, $759M, 5,850 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Asante 403b Plan by total assets, not by location.
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $563M · 7,879
- South Shore Hospital Retirement Savings Plan (MA) $564M · 5,933
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $560M · 2,236
- Bhs Partnership 403b Pension Plan (MA) $566M · 4,183
Frequently Asked Questions
How did Asante 403b Plan assets move in 2022? ▼
How have ASANTE plan assets changed over time? ▼
Where does Asante 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Asante 403b Plan? ▼
Next read for Asante 403b Plan
Filing takeaways
Ways to act on Asante 403b Plan's numbers.
- By total assets, Asante 403b 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
- ASANTE's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans