Other · DOL Form 5500 · 2022
ASANTE Retirement Plan
Data updated 2026-08-25
- $563M
- Total assets Above avg plan size
- 5,704
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $98,660
- Avg per participant Below avg balance/head
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.
- #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.
- #19,718
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
Asante 403b Plan's outsized position by total assets
Asante 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$562,756,788 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Asante 403b Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asante 403b Plan lands in the large band (5,704 participants).
DOL schedule card
Filing strip 930223960 · ASANTE PY 2022 · Other
Asante 403b Plan · $563M · 5,704 · 98th
- NET $563M
- BOOK 5,704
- VS-ST 98th
- BOY Other
- SCH near Cook Childrens Health Care System 403(b) Retirement Plan
- EBSA ind #19718
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 →
Asante 403b Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All ASANTE plans reported in each filing year
- Latest sponsor-wide plan assets
- $789M 32.84175247492441% vs 2022
- 2024 filing year
| 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.
- 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)
Asante 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Cook Childrens Health Care System 403(b) Retirement Plan in TX ($563M); by covered participants it is Yale University Matching Retirement Plan in CT (5,701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($563M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,704 participants); asset peers above are excluded.
- Yale University Matching Retirement Plan (CT) 5,701 · 3 off
- Medisys Health Network, Inc. 403(b) Plan (NY) 5,698 · 6 off
- Luminis Health Retirement Plan (MD) 5,732 · 28 off
- Roper St. Francis Healthcare 403(b) Plan (SC) 5,671 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.